New Home screen, Administration switcher and renewed Dashboard

New

From now on, you will always work in one administration at a time in TriFact365. This means that a number of adjustments have been made to how TriFact365 works, without you losing track of all administrations.

  • After logging in, you automatically enter the new Home screen when you have access to multiple administrations.
    • Top 50 tables including total count.
    • Overviews of all received emails, all received documents, all documents to be processed, and all processed documents. These overviews can also be found in the new “Overview” menu item.
    • o Click on an administration to open and work in it.
  • Switch administrations via the Administration Switcher in the blue menu. You now no longer need to apply an administration filter again in each screen.
  • The Dashboard has been renewed for all users and adjusted to a dashboard for one administration, which can be found under Overview > Current administration.
    • We removed the ‘Upload’ and ‘Archive’ tiles. Both screens remain accessible via the vertical menu.
    • We removed ‘Outage’ tile and moved it to Notifications.
    • When you click on the Split, Authorise, Check or Confirm tile, you go directly to the first document to be processed.
    • Top 5 Backlog per administration is replaced with the backlog per document type.
  • The Received e-mails, Received documents, Backlog and Archive screens have been updated to one administration.

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