Journey Manager Home Dashboard

   Journey Manager (JM) The transaction engine for the platform. |   System Manager / DevOps |   23.10This feature was updated in 23.10

Journey Manager provides you with the Home Dashboard where you can quickly access your recent forms, services, and transactions, as well as the current most important system issues. After you logged into Manager, the Home Dashboard is the first screen that is shown to you.

Note

The Manager Home Dashboard is often referred to as the Manager console.

To navigate to the Manager Home Dashboard, click Home.

Manager dashboard home

The Home Dashboard consists of the following elements:

  1. Screen Header
  2. Menu Bar
  3. Recent Forms Card
  4. Recent Services Card
  5. Latest Transactions Card
  6. System Issues Card  |  23.10 This feature was introduced in 23.10
Note

The Completed Transactions By Form pie chart and the Transaction Trend graph have been removed from the Home Dashboard  |  22.10 This feature was removed in 22.10

You can find this information in Analyze Form Submissions and Analyze Transaction Trend correspondingly.

Note

You must have the certain permissions set by an administrator to see these cards. For more information, see Administrator's documentation.

Screen Header

The screen header displays some useful information, including:

  • Product name: Journey Manager
  • Environment name: My environment
    Note

    You can change the environment name in the Admin Environment Name property of the Transact Manager module.

  • Warning sign if any system issues are present in Manager
  • Name of a logged in user: [email protected]
  • Current time of the server instance: Mn, 2:25 PM AEDT

The Screen Header provides you with the following actions:

  • : log you out of Manager. We recommend logging out explicitly when you don't use the product. However, Manager will terminate all inactive user sessions after the specified time. You can change this time using the Session Timeout parameter of your security manager. For more information, see Configure a Security Manager.

The Menu Bar provides you with a quick access to all functionality of the product. For more information on each menu option, see a corresponding topic in the Table of Content of our documentation.

Recent Forms Card

This card lists 5 recently viewed or modified forms. The forms are ordered by last modified date and time.

You can perform the following actions on this card:

Recent Services Card

This card lists 5 recently viewed and modified services. The services are ordered by last modified date and time.

You can perform the following actions on this card:

Latest Transactions Card

This card lists 5 latest transactions of users' submissions.

You can perform the following actions on this card:

System Issues Card

This card lists 5 latest system events that are of importance to overall performance, stability and maintainability of Manager.

Note

You must be an administrator to see this card.

You can perform the following actions on this card:

  • Click Event ID to see additional information about an event

Next, learn about the form dashboard.