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Quick Actions
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Create case
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Option
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Opens the Create New Supplier Case form that enables you to create a new supplier case.
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Create task
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Option
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Opens the Create a new task form that enables you to create a new supplier task.
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Create new supplier
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Option
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Opens the Request new supplier form that enables you to onboard a new supplier.
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Create KPI template
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Option
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Opens the Create New KPI template form that enables you to create KPI templates.
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Create segmentation rule
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Option
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Opens the Create New Segmentation rule form that enables you to build your segmentation rule by selecting specific conditions to filter the data from the supplier table.
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Manage my suppliers
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Option
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Opens the My Suppliers form that displays a list of the suppliers managed by the logged-in user.In the Number column of the My Suppliers form, select the link to the supplier number to view more details about the supplier.
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My Work
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High priority cases
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Single score
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Displays the count of cases marked as high priority.
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Overdue cases
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Single score
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Displays the count of cases that are overdue.
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Tasks to review
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Single score
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Displays the count of tasks that the logged-in user needs to review.
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Tasks created by me
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Single score
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Displays the count of tasks that the logged-in user has created.
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Overdue tasks
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Single score
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Displays the count of tasks that are overdue.
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Cases
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List
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Displays a list of cases assigned to the logged-in user.This list shows only five cases by default. Click **View all** to view the list of all the cases.
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Tasks
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List
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Displays a list of tasks assigned to the logged-in user.This list shows only five tasks by default. Click **View all** to view the list of all the tasks.
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Work Summary
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My cases
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Donut chart
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Displays a segmented breakdown of your assigned cases. Each segment represents the type, state, or priority of the cases based on the applied filter.
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Filter: By type
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Displays cases filtered by their type.
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Filter: By state
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Displays cases filtered by their state.
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Filter: By priority
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Displays cases filtered by their priority.
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My tasks
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Donut chart
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Displays a segmented breakdown of your assigned tasks. Each segment represents the type, state, or priority of the tasks based on the applied filter.
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Filter: By type
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Displays tasks filtered by their type.
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Filter: By state
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Displays tasks filtered by their state.
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Filter: By priority
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Displays tasks filtered by their priority.
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