The Documents widget on the My Workspace dashboard provides a high-level view of policy-related activity within Compliance Manager, highlighting the current status of documents in the approval workflow.
- In Approval shows the number of policies actively progressing through the approval process.
- Pending displays policies that are awaiting review or approval actions.
Users can apply the Advanced Filter to refine document metrics by criteria such as location, user, or date range, ensuring the dashboard reflects the most relevant data.
This widget is read-only and displays only documents that the user is authorized to view. Selecting the counts or related links navigates users to the Documents module for detailed review and management.
📄 Learn More
For more details about managing and organizing documents, refer to the
Documents Overview
article.
© Healthicity, LLC
Comments
0 comments
Please sign in to leave a comment.