Main Desktop

 

The Desktop (previously called the Dashboard) will automatically be opened after logging into Webvantage and provides a global view of assignments, alerts and notifications along with access to appointments, hours worked and any bookmarks created for the logged in user.

The assignments and alerts on the desktop can be categorized, grouped, and sorted based on user preference.

All available options for customizing and organizing the desktop are available in the toolbar, on the desktop and from the Options menu on the assignment and alert cards.

Main Toolbar Options

Icons on the upper right corner of the Main Toolbar are:

Help (?) - click to access all Webvantage Help and Documentation. Click on the Help icon and then click the Show link to display the Table of Contents for the documentation. Click on the link to each module to access all documentation and User Guides.

Notifications (Bell) - shows the number of notifications for the user.

Desktop (Gauge)

Settings (Gear)

Click on the Settings icon to customize the look and feel of Webvantage Including logo, color themes, profile picture, time zone and Calendar nickname.

Color Themes

Time Zone - Allows the user to set their own time zone that will override both the Agency Time Zone and Database Server Time Zone settings in Webvantage | Maintenance | General | Time Zone. The time zone is used in the In/Out Board, In/Out Board (All), Assignments and Alerts Alert Header, Alert Comments and the Alert e-mail body.

Profile Settings - Allows the user to upload personal information:

Other Settings

  1. Once completed, click the Save button.

  2. Employee Signature - The Employee signature will be used on various standard reports or forms throughout the Advantage and Webvantage systems. Examples include Estimates, Media Orders and Purchase Orders.

Sign Out - Click to log out of Webvantage.

Desktop Options

The Desktop will open automatically when Webvantage opens. It can be accessed from the Toolbar (icon on the right side) or from the Desktop icon located at the bottom of the Main menu.

Click on the applicable icon to view Assignments, Alerts, Appointments, Hours Worked or Bookmarks.

Assignments

Alerts

Appointments

Hours Worked

Bookmarks

Proofs

Security

 

 

 

Assignments and Alerts

To view a card listing of the Assignments or Alerts, click on the applicable icon.

Sort - Use the dropdown to select how to sort the Assignments or Alerts.  Available options are:

Add New - To add a new Assignment or Alert, click the Add New button  +  .

Card Settings (gear icon) - Select to customize Card Options:

 

Assignments

Alerts

Proofs

Client Name

Job Number

Job Description

Job Component Number

Job Component Description

Task Comment

 

State

 
Include Start Date as of Today
  Only include if both Start and Due Date exist
   
Task Options Task Status (dropdown) - All, Projected or Active

Task Assignments - Assignments associated with Project Schedules will be designated with a 'T' in the bottom left corner of the card face. When tasks are in a Projected Status on the Project Schedule, a 'P' highlighted in yellow will be displayed next to the Task Indicator. When tasks are in an Active Status on the Project Schedule, an 'A' highlighted in green will be displayed next to the Task Indicator. The Projected or Active status indicator makes it easy to see which tasks require action.

Refresh - Use to manually update / refresh data displayed.

Search - To search for a specific Assignment or Alert, type in search criteria and click the Search icon.

Assignments

Type of Card: A = Action, D = Discussion Topic, I = Issue, P = Proof, S = Story & T = Task

If Assignment is Auto Route, a circular arrow icon will display.

Actions available: Complete Assignment, Re-Assign Assignment and Comments. Add Time and Stopwatch are available if Assignment is at Job Component level.

Options Menu - To view, click on the Card Options (Kebab/3 dots)

Assignments at Office, Client, Division or Product level have the following options:

 

Assignments at Job or Job Component level have the following options:

Hover over the Job or Job Component description to show the Job, Job Component Number and Job description.

The Assignment Cards can be grouped, using the dropdown, by:

Custom

Read Status

Category

Priority

Due Date (Desc)

Due Date (Asc)

Version/Build

State

Last Updated

Client

Division

Product

Job

Job/Component

Task Status

 

When grouped by Custom: The Assignment Cards viewing order can be re-arranged. Using the drag and drop method, select an Assignment Card and drop into new position.

Re-arranging the Cards will not change the Due Dates or Priorities.

 

Automated Assignments

Automated Assignments provide the ability to create Assignments in Webvantage based on incoming email from a verified source (a client or an employee).  The assignments that are created are accompanied by an Email, like all other assignments.  Assignments created can contain attachments and images and can be created as routed or non-routed.

External sources are not included on communications after the initial assignment is created (by design), but internal sources are (like all assignments).  Various accounts can be established to support different types of incoming assignments such as internal support tickets, external requests, work orders, etc.

To initiate the Automated Assignment, send an Email to the designated Email account.

The “from” email address is checked against existing client and/or employee contact records for validation, based on settings.

Click here for more information on Automated Assignments from external (email) sources.

 

Alerts

Actions available: Dismiss Alert and Comments. Add Time and Stopwatch are available if Alert is at Job Component level.

Options Menu - To view, click on the Card Options (Kebab/3 dots)

Alerts at Office, Client, Division or Product level have the following options:

Alerts at Job or Job Component level have the following options:

 

Hover over the Job or Job Component description to show the Job, Job Component Number and Job description.

The Alert Cards can be grouped, using the dropdown, by:

Custom

Read Status

Category

Priority

Due Date (Desc)

Due Date (Asc)

Last Updated

Client

Division

Product

Job

Job/Component

When grouped by Custom: The Alert Cards viewing order can be re-arranged. Using the drag and drop method, select an Alert Card and drop ONTO an icon or text of a different card.

Re-arranging the Cards will not change the Due Dates or Priorities.

Assignment / Alert Sort Hierarchy

Appointments

Displays tasks and activities due that day from the Calendar application.  When you click Appointments, there is a Calendar button that provides a direct path to the Desktop/Calendar. The Add New (green plus sign) is available for adding new Calendar Activities.

Hours Worked

Add Time (green plus sign) – Click on the Add Time icon to enter direct or indirect time for a specific day.

Search – Opens the Find Time window.

Hover over the Missing Time icon (red !) to see If there are any denied Timesheet or Missing Time. Clicking the Missing Time icon will open the Find Time window. All percentages will be calculated - over or under the number of hours required based on the view. Days not required will not be included in Find Time or the Missing Time Alerts. If time is entered the hours will be displayed but the percentage will always be 100% for those days.

Refresh – updates the Hours Worked details

The Hours Worked displays time entered for current system date for each of the following categories.  The hours are displayed in circular graphs applying the color themes set at the agency or employee level.   The categories include:

Clicking on any of these categories will open the Timesheet module and display the specific view by day or by week.

 

Bookmarks

Bookmarks give quick access to direct links to specific items, such as a certain Job Jacket or Purchase Order. This eliminates the extra steps to search for a specific item.

They can be generated from various applications within Webvantage by clicking the Bookmark icon in the application. Bookmarked items are displayed under Bookmarks. Click to navigate to the bookmarked item.

Use the Refresh icon to refresh the Bookmarks window.

Enter search terms in the Bookmark Search field to narrow Bookmarks displayed to items that contain the terms.

Each Bookmark item has an options menu in the lower right corner. Click to select an option:

Standard security applies - if user no longer has access to an application that has been previously bookmarked, they will not be able to access that application.

Proofs

The Proofs icon displays the current number of assigned proofs.  Open the Proofs page to view all assigned proofs or add a new proof by selecting the green plus sign within the Proofs page.

Actions available on proofing assignment cards:

 

Options Menu - To view, click on the Card Options (Kebab/3 dots).

Proofs at Office, Client, Division or Product level have the following options:

Proofs at Job or Job Component level have the following options:

 

Hover over the Job or Job Component description to show the Job, Job Component Number and Job description.

The Proof Cards can be grouped, using the dropdown, by:

Custom

Read Status

Category

Priority

Due Date (Desc)

Due Date (Asc)

Version/Build

State

Last Updated

Client

Division

Product

Job

Job/Component

When grouped by Custom: The Proof Cards viewing order can be re-arranged. Using the drag and drop method, select a Proof Card and drop ONTO an icon or text of a different card.

Re-arranging the Cards will not change the Due Dates or Priorities.

 

Click here to view Advantage Proofing User Guide.

 

Agency Settings

Agency Settings allows the agency to customize their employees' look and feel of Webvantage by choosing a default logo (for the login screen) and/or default wallpaper.

Once completed, click the Save button. To not save changes made, click the Cancel button.

Security

Security