QMS Dashboard

The QMS Dashboard is the home screen of QMS, operators will be presented with this screen once logged in.

The Dashboard is the home screen of the system after you are logged in. The navigation bar is present allowing you to navigate the system and access the different functions found on the other pages of the system. Furthermore, the Dashboard displays data regarding to quotes and bookings that have been generated within the teams the user is a part of. There are two columns, Carriers and Operators, that break the overall data for the team into the different Carriers being used for bookings and the Operators responsible for any actions on those quotes and bookings. There is a filter function on the dashboard that allows you to narrow down the data visible on the dashboard and provide you an at-a-glance view of the teams quotes and bookings over different periods. The filter can also be cleared to return the dashboard to its initial, unfiltered state.

Permissions & Access

To have access to QMS and thus the QMS Dashboard the user will need the following roles:

• User

All users will have access to the QMS Dashboard. However, each users dashboard will be tailored to their team and permissions. The navigation bar will only display the functionality the user has access to.....

Page Breakdown

1. Company logo - this also serves as way to navigate to the dashboard screen. This is present on all pages of the system.
2. Navigation bar - this is the main way to navigate around the system. The Home tab is present for all users and navigates to the dashboard. Other tabs that can be present are Inbox, Pre-Quotes, New Quote, New Booking, Shipments and Rate Lookup. These are not always visible to users and it depends on the roles that they have assigned to them as to what tabs are visible.
3. User profile/admin/logout tabs - these tabs show for all users. The User Profile tab is used to access your profile where you can edit preferences and change your password. The Admin tab opens up the admin section of the system; not all users have the same access to this area so the functionality within this area will differ between users. The Logout tab allows the user to securely logout the system.
4. Date selection filters - these fields are used to select the dates you want to filter by.
5. Filter buttons - these buttons are used to apply and clear the filters based on the dates you selected above.
6. Stats - the circles here will display stats pertaining to the user/team. There is a more in-depth breakdown of the way these works here.
7. Carriers - this section contains information on quotes and bookings split by different carriers. You can click the numbers to view the Shipments page filtered according to what you selected. The Action Required column displays the number of quotes or bookings that have outstanding actions to be taken on them. The different colours of the boxes indicate the different actions that are needed; a full list of these colours and their corresponding actions can be found here.
8. Operators - this section contains information on quotes and bookings split by different operators. You can click the numbers to view the Shipments page filtered according to what you selected. The Action Required column displays the number of quotes or bookings that have outstanding actions to be taken on them. The different colours of the boxes indicate the different actions that are needed; a full list of these colours and their corresponding actions can be found here.