Journey Manager Home Dashboard

   Journey Manager (JM) The transaction engine for the platform. |   System Manager / DevOps |  22.10This feature was updated in 22.10.

Journey Manager comes with the Home Dashboard where you can quickly access your recent forms, services, and transactions. After you logged into Manager, the Home Dashboard is the first landing page 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 Dashboard consists of the following sections:

  1. Screen Header
  2. Menu Bar
  3. Recent Forms Card
  4. Recent Services Card
  5. Latest Transactions Card
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 sections. 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.

  • Name of a logged in user - user@company.com
  • Current time of the server instance

The Screen Header provides you with the logout option.

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.

Recent Forms Card

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

You can perform the following actions from this section of the Home Dashboard:

Recent Services Card

This section lists five recently viewed and modified services. The services are ordered by last modified date and time.

You can perform the following actions from this section of the Home Dashboard:

Latest Transactions Card

This section lists five latest transactions of users' submissions.

Note

You must have the Submission View permission to see this section.

You can perform the following actions from this section of the Home Dashboard:

Next, learn about the form dashboard.