Feature:Dashlet My Meetings

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

Short Description

My Meetings 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 meeting records assigned to the user, streamlining meeting management and enhancing productivity.

1. 

Dashlet localisation

To access the My Meetings 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 Meetings → Close. After closing the window, the dashlet should be visible on your dashboard.

Overview

My Meetings dashlet presents data from the 'Meetings' module in the form of a detailed list. By default, it contains columns with essential information like Subject of meeting, details regarding the individual involved in the meeting, date and time of the meeting, and current status of the scheduled meeting. 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 Meetings dashlet enables quick access to the records within the Meetings 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 Meetings 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 Meetings - Dashlet customization options' screen to see the layout of this menu.

"General" section

Title		Use this feature to give your dashlet a unique name that represents its functionality or the data it contains.
Display Rows		Determine the quantity of rows that will appear in your dashlet. This allows you to manage how much data is viewable at a glance.
Auto-Refresh		Select from several pre-set timeframes for your dashlet to automatically update itself. If you don't want it to refresh on its own, you can select the 'Do not auto-refresh' option.
Display/Hide Columns		Personalize your dashlet's layout by deciding which columns are shown. Rearrange the sequence of the columns using the Up and Down arrow buttons. Choose if a selected column will be visible or hidden using the left and right arrow buttons.

"Filters" section

Only My Items	This filter shows you only the items that have been assigned to you, allowing for a focused view of your responsibilities.
Only My Favorites	It shows you only the items you've favorited, allowing for quick access to important or noteworthy entries.
My Subordinates	This filter displays the items assigned to people who report to you. This allows you to monitor and keep track of your team's activities and progress.
Date Created	Allows you to filter items based on when they were created. Options for time frames might include "last 30 days", "This year", or "tomorrow".
Date Modified	Similar to "Date Created", but it filters items based on the last time they were updated or modified.
Status	This filter shows items based on their current status, allowing you to see entries that are in a specific stage or condition.
Assigned User Id	This filter allows you to search for items assigned to specific users based on their user ID.

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 Meetings" 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 Meetings" 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 Meetings" 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.