Oblivation Dashboard Actions
The actions at the dashboard level provide users with essential tools to interact with and manage their questionnaire and workflow efficiently. Below is a detailed guide to the actions available:
Upload
The Upload action allows users to:
- Initiate File Uploads: Start uploading documents or folders directly from the local device.
- Use Drag and Drop: Simply drag files to the designated upload area for quick addition.
- Monitor Upload Progress: Check real-time progress indicators for ongoing uploads.
Start Data Indexing
The Start Data Indexing action enables users to:
- Index Uploaded Data: Initiate the process of analyzing and indexing uploaded documents to ensure they are ready for use in questionnaires and reports.
- Track Indexing Progress: View a status indicator for the indexing process.
Open Questionnaire
The Open Questionnaire action allows users to:
- Access a Specific Questionnaire: Open the selected questionnaire for review or editing.
- Resume Work: Pick up where you left off by accessing saved answers and uploaded documents.
- Preview Completion Status: Quickly check the overall progress of the questionnaire.
Switch to Configuration
The Switch to Configuration action lets users:
- Access Configuration Settings: Navigate to the configuration interface to adjust system or project-level settings.
- Customize Workflow: Modify questionnaire structures, document handling rules, or task assignments as needed.
- Toggle Between Views: Seamlessly switch back to the main dashboard when finished.
Open Wastebasket
The Open Wastebasket action provides users with the ability to:
- View Deleted Items: Access documents or items that were removed but not permanently deleted.
- Restore Items: Recover deleted items if they were removed by mistake.
- Permanently Delete Items: Clear out unnecessary items permanently from the system.
Settings
The Settings action allows users to:
- Manage User Preferences: Adjust personal settings like notifications, language, or dashboard layout.
- System Settings: Access and modify administrative settings for the platform.
- Configure Integrations: Set up integrations with external tools, if applicable.
Permissions
The Permissions action enables users to:
- Manage Access Rights: Assign or revoke access for team members or external collaborators.
- Set Role-Based Permissions: Define specific roles for users, such as Editor, Approver, or Viewer.
Time Travel
The Time Travel action is a unique feature that allows users to:
- View Historical States: Access previous versions or states of questionnaires and documents.
- Restore Previous Versions: Revert to earlier versions of documents or configurations if necessary.
- Audit Changes: Examine the change history to track who made what changes and when.