Dashboard

Last modified on 2024-05-31

Overview

The dashboard is the opening screen in Disclosure Management. From the dashboard, you can create new documents and view all the documents that have been created in Disclosure Management. You can also open documents from the dashboard.

Options in the Dashboard

The dashboard is displayed as follows:

Displays the dashboard. The document overview and the options for filtering, searching, creating, editing, and deleting documents are all highlighted in red, as is the option for uploading extracts. Structure of the dashboard and available options

The following options are available in the dashboard:

Elements

Description

Filter or search for documents

Options for filtering documents by year or searching for specific documents

Import document extracts

Option for importing previously extracted documents with the SNE file extension

Disclosure Management enables you to create extracts of documents so you can send them to Amana Consulting for auditing or inspection, for example. For more information, see Rolling Forward or Copying a Document.

Create documents

Option for creating a new document. Enter the document name and define the reporting date by which the document needs to be completed. Go to Workflow and apply the Default Workflow, then click Save.

The document will now be displayed in the Document overview.

Open documents

To open and configure the required document, click it in the document overview. For more information, see Configuring a Document

    Sort documents

    Option to sort documents by document name, reporting date or creation date, in either ascending or descending order 

      Edit or delete documents

      Option for changing the document name or reporting date, or deleting the document

        Related articles

        • Cockpit
        • Rolling Forward or Copying a Document