Managing your dashboard and account

Modified on Tue, 25 Jun at 10:58 AM

Learn how you can navigate your Work Author dashboard and manage your notifications.


Contents




Introduction

Note: Your dashboard might look different depending on the features your organisation uses.






Navigating the dashboard

When you log in to Work Author, your dashboard appears. From the dashboard you can easily navigate to different parts of Work Author:

 

  • Use the top navigation bar to start a new document or assessment, view your notifications, or get extra support.


  • Use the left-hand menu to view documents, assessments, and settings. Super users can also access reporting and admin settings here.


In the middle of the dashboard, you’ll see a “Your Work” section that lists all your documents and assessments. You can quickly check the status, archive, delete, or open any document or assessment.

 

Active assessments you have access to are listed first, followed by your documents. Click on an item in the list to open it. 

 

For documents, you can:

  • See if it’s part of a group of ‘linked’ documents
  • See when it was last viewed
  • See your role 
  • See the document status
  • Delete draft documents (more here)
  • Archive completed or published documents (more here)

 

For more information on managing and finding documents, see this article.



Introduction to document statuses

Understanding document statuses on Work Author helps you track and manage your work efficiently.


StatusImageWhat does the status mean?
DraftA document is in progress, not yet completed.
CompletedAll questions are answered, and the document owner has finished the document so it can no longer be edited. If no further workflows are enabled, then this is the final document status.

PublishedIf workflows are enabled after a document is completed, this indicates that the workflow is fully completed.

Archivedn/aThe document is completed or published and has been moved to the archive by the document owner. Archived documents won't show on your dashboard but are still in "My Documents".




Managing notifications

By default, you will receive notifications by email and in Work Author. To change your email preferences, see the next section.

 

These is the standard list of notification triggers:


EventWho receives the notification?
Question or document is shared with someoneRecipient is notified.
Shared question has been answered
The user who shared the question is notified.
A comment has been addedThe user who shared the question is notified.
An assessment has been completedTeam(s) assigned to assessment.
An assessment has been completed with a specific outcomeTeam(s) assigned to specific outcome.


Note: Your organisation may have different notification triggers based on their preferences.




Viewing notifications:


In Work Author, notifications appear in the top right corner of the platform.To view all your notifications, click the notification icon and then click "See all." This will open your Notifications centre.



When you open your notifications, they will be grouped into unread and read, with the most recent at the top. Click on the tabs to switch between them.



Tip: Clicking on a notification will take you to the related question, document, or assessment and automatically mark the notification as read.


In top right:In Notifications centre:




Enabling and disabling notifications

Note: Notification settings are specific to each user and do not affect other users in your organisation.



To change your email notification preferences:


1.   Click the notification icon in the upper-right corner.

2.   Click "See all" to open the Notifications page.


3.   Click the "Settings" tab.


4.   Use the toggle to enable or disable email notifications.


If email notifications are enabled: You will receive email updates and in-platform notifications.

If email notifications are disabledYou will only receive in-platform notifications.



Getting support

Note: This only applies if your organisation has turned on this feature.






For extra help in Work Author, click the Help Information icon in the top navigation bar:


A panel will open on the right with more information to assist you.

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