Dashboard
Each EDI module is designed with a tabbed dashboard to manage specific business processes. Each tab displays document details, including the document number, creation date, status, and the organization unit in which it was created.
Dashboard Tab
Provides an overview of current statuses for all user-created documents.
For Managers: Managers can view all open (not draft, completed, or canceled states), and focusing on items that require immediate action.
For Beneficiaries: Beneficiaries can view all open requests they have personally created (drafts included), helping them track the progress and status of their submissions.
Pending Approval Tab
Lists documents awaiting current user approval, with each entry showing the document number, date, status, and organization unit.
Archive Tab
Lists completed and cancelled documents in a tab, including the document number, date, status, and the organization unit of origin.
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