Feature:Dashlet My Calls

Dashlet My Calls
Title	Dashlet My Calls
Type	Miscellaneous
Initiating Actions
Initiating Fields
Initiating Modules
Affected Actions
Affected Fields
Affected Modules	Calls
Affected Field Types

Short Description

My Calls dashlet in MintHCM system is designed to assist recruiters in effectively overseeing and tracking their interactions with potential hires. This dashlet provides a unified view of all calls records assigned to the user, streamlining calls management and enhancing productivity.

1. 

Dashlet localisation

To access the My Calls dashlet, navigate to your MintHCM Dashboard. By default, it is not visible and needs to be manually added. In order to do so, click on ACTIONS → Add Dashlets → MODULES → My Calls → Close. After closing the window, the dashlet should be visible on your dashboard.

Overview

My Calls dashlet presents data from the 'Calls' module in the form of a detailed list. By default it contains columns with basic information like Subject od call, information with which person the call is related, date of commencement and status of the telephone call. However, you have the option to customize the columns and appearance of the dashlet using the options menu. For more information, refer to the Customization Options section below. Attached screens provide examples of both the default and customized dashlet views. In addition to the overview, the My Calls dashlet enables quick access to the records within the Calls module. Clicking on a record or the 'eye' icon in the far right column takes you to the detailed view of that record. Similarly, you can use the 'pencil' icon next to the 'eye' icon to directly access the edit view of the record.

Customization options

My Calls dashlet offers customization options to suit user's preferences. To access the options menu, click on the 'pencil' icon located in the top right corner of the dashlet. The options menu is divided into two sections: General and Filters. Refer to 'My Calls - Dashlet customization options' screen to see the layout of this menu.

"General" section

Title - Define a specific title for the dashlet, helping to clearly distinguish its function or associated data. Display Rows - Control the count of rows the dashlet shows, managing the volume of displayed information. Auto-Refresh - Select from pre-set intervals for dashlet content renewal, or opt to disable this function. Display/Hide Columns - Personalize the dashlet by choosing which columns appear, their sequence, and their visibility status, catering to your specific needs.

"General" section

Title		Define a specific title for the dashlet, helping to clearly distinguish its function or associated data.
Display Rows		Control the count of rows the dashlet shows, managing the volume of displayed information.
Auto-Refresh		Select from pre-set intervals for dashlet content renewal, or opt to disable this function.
Display/Hide Columns		Personalize the dashlet by choosing which columns appear, their sequence, and their visibility status, catering to your specific needs.

"Filters" section

Only My Items	This filter shows only tasks or items that are specifically assigned to you. This is useful for focusing on your own tasks without distractions from other assignments.
Only My Favorites	This filter allows you to quickly find tasks that you've marked as favorite or important. This can help you prioritize your work and ensure that important tasks are not overlooked.
My Subordinates	This filter is useful for managers and team leaders, as it allows them to view tasks assigned to their team members. This can help facilitate team management and oversight, and ensure that everyone is on track with their responsibilities.
Date Created	This filter helps in sorting or searching for tasks based on when they were created. This can be useful for tracking task progress over time or identifying older tasks that may have been overlooked.
Date Modified	This filter shows tasks sorted or searched based on when they were last updated or modified. This is helpful for keeping track of recent changes or updates to tasks.
Status	The status filter allows you to sort or filter tasks based on their current status, such as 'open', 'in progress', 'completed', etc. This can help in quickly identifying tasks that need attention or are due for completion.
Assigned User Id	This filter lets you find tasks assigned to a specific user, based on their user ID. This can be helpful in a team setting where you need to view the workload of a specific member.

Note: Some filters overlap each other and may cause some interference, e.g. If you select "Only My Items" checkbox and in the same time choose some other user in "Assigned User Id", then there will be no results and list will remain empty.

Note: Remember to save your settings before closing Options menu, only then your preferences will be applied to the dashlet.

FAQ

Is it possible to have multiple active dashlets for "My Calls" with different customization settings?

Yes. You can add as many dashlets as you need (see Dashlet localisation section) and then it is possible to customize each dashlet separately (see Customization options section).

Can I select multiple items while customizing Filters?

It depends on which field are you modifying. You can do so in "Status" and "Assigned User Id" fields by holding "Ctrl" button while clicking on selected items. However, it cannot be done in "Date Created" and "Date Modified" fields.

Can I refresh "My Calls" dashlet manually?

Yes. You can do so by clicking a refresh button which is located in the top right corner of the dashlet, between "pancil" and "X" buttons.

How can I remove "My Calls" dashlet from my dashboard?

Click the "X" button, which is located in the top right corner of the dashlet.

Can I change the order of the records on the list?

Yes. To do so, select the column you want to use for sorting and click on its header. Clicking the header again will toggle between ascending and descending order.