Page History

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Filters of the "Submitted Reports" Card

User Settings Changes for the Build

This build adds a new Profile and a new Role for users to be able to access the portal, view Progress Reports, and have the permissions necessary to edit the Progress Reports so that they can add their comments/recommendation.

Creating the Profile and Using the Dashboard Template as the Portal

The next piece is to create the Progress Report Reviewer profile which Progress Report reviewers will use to access the actual Portal. Please see the screenshot below and highlighted items there within in order to understand the build for the Progress Report Reviewer Profile. To understand this page and these settings better, please be sure to first review the page User Settings Menu of the Admin Panel.

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1. Box # 1: Shows the User Settings menu of the Admin Panel as currently selected.
2. Box # 2: Shows the Progress Report Reviewer Profile as currently selected. You can tell which Profile is currently selected NOT ONLY based off of the name (match name of Profile with "Description" from box # 3), BUT ALSO from the slim green line that appears to the LEFT of the Profile name.
3. Box # 3: Shows the Name of the Profile that is currently selected. This can be changed without breaking any configuration, but please note that this will change the name of the Profile that users will sign into when they go to review progress reports, so it should be named appropriately so as to not be overly confusing.
4. Box # 4: Shows the Profile Categories associated with this profile. This profile has NO categories associated with it.
5. Box # 5: Shows the Dashboard theme dropdown menu. For this profile, we are using the settings Branded Theme Poral (New).
6. Box # 6: Shows where we actually select the Dashboard Template that we want to use as the Portal's build. Here we select the Dashboard Template that we explicitly built for this purpose – the template External: Progress Report Reviewer Portal.
7. Box # 7: Shows additional settings for the profile. Both boxes are checked – preventing Progress Report Reviewers from adding or removing dashboards and preventing them from accessing Workflow Notes.
8. Box # 8: Shows where you can Delete this User Profile. This is highly dangerous! Deleting any User Profiles that are in use (as this one is!) will result in users immediately losing the Portal Access and permissions that they need to complete their work.
9. Box # 9: Shows where you can Save your changes to this profile. If you've made any changes, you must hit the save button in order for your changes to be effectuated. Otherwise, your changes will be discarded.

Setting Up Rights for the Profile

Now that we've set up the Profile (and connected that Profile with the Portal), we need to give Rights to the users who enter in using the Profile. Otherwise, the users will NOT be able to perform actions such as editing the Progress Report (thus preventing them from leaving comments/their recommendation).

See the screenshot below for highlighted, important items from this screen. See beneath the screenshot for descriptions of said items.

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1. Box # 1: Shows the Progress Report Reviewer Profile as currently selected. You can tell which Profile is currently selected from the slim green line that appears to the LEFT of the Profile name.
2. Box # 2: Shows the Rights tabas currently selected for this Profile.
3. Box # 3: Shows the rights currently configured for this Profile. Please change these permissions ONLY if you know what you're doing and have tested the change EXTENSIVELY in Pre-Production.
4. Box # 4: Shows the Delete button where you can delete the Profile you currently have selected. This is highly dangerous! Deleting any User Profiles that are in use (as this one is!) will result in users immediately losing the Portal Access and permissions that they need to complete their work.
5. Box # 5: Shows where you can Save your changes to this profile. If you've made any changes, you must hit the save button in order for your changes to be effectuated. Otherwise, your changes will be discarded.

Creating the Progress Report Reviewer Role

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