This article provides an overview of the My Workspace page in Compliance Manager, detailing its layout, key features, and how users can interact with their personalized dashboard. My Workspace functions as the central landing page after login and presents quick access to tasks, recent activity, metrics, and navigation to core compliance modules.
The menus, widgets, and available actions displayed on this page are customized for each user based on their role, permissions, and enabled modules. This guarantees that every user, whether an Admin, Manager, or Employee, only sees the tools and information relevant to their duties.
This article is divided into the following sections:
Dashboard Widgets
The central workspace displays a series of dashboard widgets that provide a quick, high-level view of compliance activity. The Incidents widget highlights metrics such as average time to resolve, open incidents, triage counts, and overdue items, with date filters available to adjust the reporting range. Users can refine the information shown in these widgets by applying the Filter, which allows filtering by location, user, and date range. Applying filters automatically refreshes the metrics displayed across the dashboard.
As users scroll, additional widgets appear, including summaries for Audits, Risk Assessments, and Attestations, each offering clear visual indicators of current performance and completion status. Further down the page, the dashboard displays data from Documents and Third Party Management. These widgets show counts of policies in approval or pending, along with vendor-related metrics such as overdue or expiring BA Agreements and contract statuses. Together, these widgets provide a clear, comprehensive snapshot of compliance health across multiple program areas.
My Workspace Actions (Plus Icon)
Selecting the Plus icon in the upper right corner of the My Workspace page opens the My Workspace Actions panel. This panel provides quick access to commonly used compliance workflows and allows users to initiate new activities without navigating away from their workspace. The actions displayed may vary based on the user’s role and assigned permissions.
The My Workspace Actions panel allows users to perform the following actions:
Assign Audit - Create and assign a new audit to designated users or departments.
Add New Contract - Start a new contract record for third-party or internal agreements.
Assign Risk Assessment - Assign a standard risk assessment to specific users or teams.
HIPAA Risk Assessment - Begin a HIPAA-focused risk assessment process for applicable areas.
Assign Training - Assign required or optional training modules to employees.
Send Attestation - Send an attestation request to individuals or groups for completion.
Report Incident
The Report Incident button allows users to create a new incident report quickly. Selecting it opens the reporting form where users can enter details, attach files, and submit the incident for review.
Task, Message, and Alert Indicators
The My Workspace page displays three notification indicators that help users quickly identify items requiring attention. Each indicator opens a quick-view panel when selected, allowing users to review details without leaving the page.
My Tasks - Shows the number of open tasks assigned to the user, such as approvals or follow-ups. Clicking the indicator opens a quick view of pending tasks.
My Messages - Displays the count of unread internal messages, including workflow updates or admin communication. Selecting the icon opens a quick view of recent messages.
My Alerts - Highlights urgent or time-sensitive notifications such as overdue items or escalated incidents. Clicking the indicator opens a quick view of alert details.
Navigation Bar
The top navigation bar provides access to the primary modules and tools within Compliance Manager. The options displayed are dynamic and adjust based on the user’s assigned role and permission level. This ensures users only see the areas relevant to their responsibilities.
Common navigation elements include:
My Workspace - Returns the user to their personalized dashboard.
Documents - Opens shared documents and controlled document libraries.
Reports - Provides access to reporting tools for incidents, audits, attestations, risks, and other compliance data.
Training - Opens training assignments and learning resources where available.
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Admin - Visible only to users with administrative privileges; provides access to user management, system settings, locations, and templates.
App Launcher (Grid Menu)
The grid icon opens a module launcher, allowing users to switch between other Healthicity applications, such as:
Audit Manager
Compliance Manager
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Audit Manager Facility
This menu provides quick transitions between integrated systems without requiring a separate login.
User Profile Menu
Selecting the user profile avatar opens the profile menu shown in the screenshot. This menu includes:
User Name (e.g., Superadmin) - Displays the current logged-in user identity.
My Profile - View or update personal details and account information.
Security - Manage password and security preferences.
My Tasks - View all pending tasks (with badge count).
My Messages - Access in-system messages.
My Custom Settings - Adjust personalized workspace or display settings.
Customer Care - Access support-related resources.
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Logout - End the session securely.
- Menu visibility and available options depend on the user’s role (Admin, Manager, Employee User) and the permissions assigned at the location level.
- Users will only see modules for which they have authorized access.
Left Panel - User Profile and Tasks
The left panel provides quick access to the user’s profile and task list. It displays the logged-in user’s name, along with a summary of open tasks assigned to them. A task count badge indicates the number of pending items requiring attention.
Users can expand the task list to view additional entries using Load More, or select Go to My Tasks to navigate to the full task list for detailed review and action.
Where I Left Off & News
The right panel provides helpful context and quick access to recent activity. The Where I Left Off section lists items the user has recently viewed or modified, allowing them to return to work in progress seamlessly.
Below this, the News and Updates section displays organizational announcements, reminders, and other relevant communications. Together, these elements keep users informed and support efficient navigation throughout ongoing compliance tasks.
- Menu options and workspace widgets adjust based on the user’s assigned role and permissions.
- Recently viewed or updated items appear in the workspace, helping users return to in-progress work efficiently.
- Notification indicators for tasks, messages, and alerts keep users informed of items requiring attention.
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