The table dashboard

The table dashboard

Intro

You can also add a table dashboard to your manual. This gives the user a total overview of all the pages from your manual.
It can then navigate directly to every page of your handbook with one click. In addition, it allows you to see in which page / procedure you do not yet have a public version in the run-up to, for example.


Setting up the Table dashboard

To use the table dashboard, you first need an active manual. If you don't already have it, you canThis articleLearn how to create and activate manuals.
Once you have a manual, click in the manual editor at the top right of the gear and go to theDashboardinstitutions:


Here you choose fromDashboard typeItpage overview.
The dashboard title is what you will see in the left menu. Here you can fill in what you want such as "Home". Or "handbook overview".
As soon as you save the manual and refresh the browser, the dashboard will appear in the left menu:


How do we stand?

Now that you can see all the pages of your manual at a glance, the logical follow-up question is, how do we stand in terms of documentation?
At the top of the dashboard, you canVersion statuschoose.
Suppose I choose therePublicI see a traffic light at every page:


This traffic light has 3 options:
  1. Green: the page is fillable and has a public version.
  2. Yellow: the page is filler, has no version, but is also not mandatory.
  3. Red: the page is fillable, has no version, and is mandatory.
Finally, the popup also gives the necessary information about the version that matters. Here you can see attachments and version numbers:


Show version number after date x

You can also indicate at the top that you only want to use versions that were made after a certain date.
This can be useful if you want to make sure that the versions in your handbook are not too old.

Table dashboard printing

At the top of the dashboard you also have a print option. When you click on this, the dashboard is exported to an Excel overview.
You can then open and print it.

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