Administration Home Dashboard
Overview
The following should act as a guide on how to view, manage and monitor the Home Page for Administrators – the Dashboard.
View your Workflow Tasks
Please refer to the Workflow Reporting Solutions Article on how to view/filter the below section of the Dashboard.
Unread Documents
When a document is scanned to Mantle and attached to a member record, it will appear on the Unread Documents section of the Dashboard for an administrator to review and / or create and allocate a task.
New documents should be reviewed daily. By clicking on a document it will bring up a preview of the document, if applicable the administrator can then rename the document and mark as read.
The document must be marked as read to remove from the Dashboard Unread Documents section. At this stage the administrator can also view the member record and create / update a workflow as appropriate. If creating a new workflow this will appear in that administrators name and should be re-allocated if required.
Unread Messages
If a scheme uses the member portal or phone app, members are able to send messages to the administration team and these appear within the Unread Messages section of the dashboard. In the same way as unread documents they will flag as status NEW! until a message is read and are accessed the same way. It is recommended that messages should also be reviewed and addressed on a daily basis.
MPP Accounts Failed Logins
If a member attempts to access the portal or app with expired or invalid details this will generate a prompt within this section for the administrator. From here the administrator can reset and issue new credentials direct from the member record if required – check the administrative process if unsure on how to proceed.
Outstanding Approvals (Two Step Updates)
This section contains a list of any member records that have two-step approval(s) outstanding. A two-step approval is any system update that requires a second user to verify the update before it becomes an audited item on a member record. Typically, an associated workflow should also be in progress until these actions have been completed.
Outstanding Approvals (Draft Documents)
This section contains a list of any member records which have document(s) pending approval. This will usually be a letter template that has been drafted via Mantle but may be any document uploaded manually that an administrator has marked for approval. Typically, an associated workflow should also be in progress until these actions have been completed.
Unmatched Documents
If a document fails to match a member record in Mantle it will be displayed here.
Administrators can then assign the document to a member record by clicking on the document and inputting the record details manually per the below and clicking Assign.
Outstanding Documents To Be Mailed
When a document is ready to be mailed, it can be requested for an ‘EOD Mailout’ on Mantle which will move the document to a pending list to be issued in bulk through a third party provider i.e. Mail Metrics.
The option to select EOD mailout appears on the bottom of a document once it has been approved. This is only available for PDF documents.
From the main Dashboard page this table will then show documents until they have cleared through this process and been issued.
Once issued the document will update in the member record to show the date and timestamp and who issued the document.