Landing Page

When you launch Completions, the landing page opens. The landing page is the home page that contains all the quality processes.

On the landing page you can find and fill out forms or tasks.

Overview – module landing page

	Item	Description
1	Module navigation	Navigation showing your current landing page. You can use it to navigate the application.
2	Left navigation menu	Access all events (filled out forms) or tasks and view their status. If you have Administrator settings permissions, you can access the Administration options: Templates manager – Library of all forms and tasks in your organization, where you can manage blank forms and tasks, and build new ones. Roles – Manage roles and permissions for Compliance. User Assignments – Assign users to organizations, projects, categories, and roles. Settings – Edit modules, categories, statuses, roles, email templates, and user assignments. Create Notifications - Send email notifications to users or roles with a personalized message.
3	To do list	A week’s view of your current assigned and pending tasks and scheduled or pending events.
4	Forms or Tasks	Fill out a form or task by selecting a category from the Forms or Tasks drop-down list. You can also search by title. You can schedule a form for a specific date by using the button at the top right of the Forms section.
5	Upcoming planned work	You can view upcoming planned or scheduled work from InEight Plan IWPs associated with an activity.

The following steps walk you through navigating the landing page. You need to have admin permissions to access Administration settings.

Step by Step — Navigate module landing page

1. Launch web Completions to open the home landing page.

   

2. Click All events in the Links section of the left navigation menu.

   The All events page opens where you can see all filled out events and their status.

   

   You can select All tasks to open the Tasks page where you can see all filled out tasks and their status.

3. Click Quality on the top left navigation menu to go back to the Completions home landing page.

4. On the landing page, in the Forms section, click the Favorites drop-down menu to view the form categories.

   

5. Select a form from the category list.

   

   The form opens for you to fill out.

   

6. You can manage, filter, and create new forms or tasks for your team or organization in Templates manager. In the landing page, click Templates manager on the left navigation menu.

   

   The Template manager page opens.

   

7. Click Module landing at the upper left navigation to go back to the landing page.

To do list

The To do list shows the events and tasks assigned to y ou that need to be completed in the current week.

You can scroll forward or backward to view events and tasks for other weeks. To scroll, click the arrow icons to the left or right of the window. To go to a specific month, click the month button. Events are shown in dark gray, and tasks are light gray. When events or tasks are overdue, their text color changes to red. You can see how many overdue events and tasks you currently at the bottom right of the To do list.

You can click View all to see a list of all your assigned items for that day when you have several events or tasks assigned in one day.

The following Step by Step walks you through editing a To do list item:

Step by Step — Edit a To do list Item

1. In the To do list, click an event or task.

   • A box shows you the item’s name and reporter, a High importance icon to mark items of importance, and the Edit icon

2. Click the Edit icon.

   

   The Edit item dialog box opens

3. You can make changes to the following fields

   • Event title

   • Reporter

   • Event date

   • Importance:

Click Save.

Schedule a form

You can schedule a form to be filled out on a specific date. If the event goes beyond the scheduled date, the state is changed to overdue.

The following step by step walks you through scheduling a form from the landing page.

Step by Step — Schedule a form

1. In the Forms section, click Schedule form at the top right corner.

   The Schedule form dialog box opens.

2. Fill out the required fields.

3. You can click the High importance icon to flag this event as important.

4. You can click Schedule to set this event to repeat daily, weekly, monthly, or yearly and fill out the required fields.

Forms and tasks categories

Under Forms you can select a category for the type of form you need. Aside from favorites, only categories that have available templates show in the drop-down menu. The number of templates associated with each category is shown next to the title.

Form and task favorites

When you open the module, the default view for Forms and Tasks is Favorites. In each category, you can add your favorites by selecting the Favorite icon next to each category title. When you add forms to your favorites, they show listed in alphabetical order. To remove from your favorites, deselect the Favorite icon.