How to use Dashboard

This tutorial explains the elements that form the platform of the Cloudpermit landing page.   

The Dashboard displays the essential information a user needs to achieve one or more service objectives. 

It is consolidated and arranged on a single scrollable screen to monitor the information effortlessly at a glance.

Dashboard in practice serves as a user's homepage. After registering and signing into the service, a user enters the My Dashboard view. It is the first entry to the service.

The header contains the Cloudpermit static logo on the left.
On the right, there is a login to the Messaging.
Besides it, there is a User Menu containing My Profile and Log out - functions.

There is a Tasks and Requests section under My Dashboard.
It houses tasks and requirements regarding the assignee's application. Usually, the local government authority imposes the requirements shown in this view.

On the right, there is an action button for creating a new application.

A Workspace is a key concept in Cloudpermit. It is a collaborative virtual place for all parties involved in the permit, planning, and construction process. 

All the information concerning each permit, planning, and construction process is added, updated, modified, uploaded, and stored within a workspace.

Every Workspace is always part of a Project. 

A project can include one or many workspaces. For example, constructing a shopping mall may require the demolition of existing buildings and several new buildings. They all are handled in the same project through individual workspaces.

The Workspace section houses the following:
  • Search
  • Quick Search
  • Filtering of applications
  • Sorting of applications
  • Results of the search criteria

You can set search criteria under the Search function or filter and sort applications to ease finding applications and narrowing down the selection.

Cloudpermit will populate the applications that best fit the search, filter, and sort criteria in the Workspace.

In the image beside, there are several workspaces filtered by a user.

A circled workspace is a part of the project called 'Inspections and Occupancy.' 

By clicking on Open Workspace, a user navigates to the project's Workspace, containing sections with actions and detailed information to which the user must contribute.

The application card houses the following information:
  • The name of the project with the property address
  • The project's target and work
  • The applicant's name
  • The latest update by whom
  • The status of the application.

You can enable and disable the email notifications regarding your application by clicking the envelope icon on the right of the card.

You can start messaging with the local government authority on your application by clicking the messaging icon beside the email icon.

You can enter the Application workspace by clicking the Open Workspace button.

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