Tracking of Electronic Documents within an Organization

E-Office Dashboard

Introduction

The E-Office dashboard is designed to streamline the creation, management, and tracking of electronic documents within an organization. It enhances workflow visibility by providing a comprehensive overview of e-file processes, user activity, and document lifecycle management, all presented in a visually appealing and intuitive interface.

Key Features:

File Management Overview:

Displays the total number of e-files created, with clear bifurcation into parent files and part files for easier tracking.
Tracks how many files are active, how many have been closed, and the number of files still held by their creators.
Highlights parked users (users who have placed files on hold), giving insight into workflow bottlenecks.

User-Specific Stats:

Dynamic Filtering & Interaction:

Features dynamic filters for location, file type (parent vs. part file), department, and pending time, allowing users to easily drill down into specific data points.
Utilizes Power BI field parameters for seamless dimension switching: clicking on any KPI automatically applies that dimension to all visualizations, ensuring a consistent user experience across reports.

User-Friendly Design:

The dashboard boasts a clean, sharp, and visually intuitive layout, making it easy to navigate and interpret complex data sets.
Information is presented in a well-structured format with interactive visuals, allowing users to quickly identify key insights without clutter.
The design ensures that users, regardless of technical expertise, can easily manage documents and track performance at a glance.

Enhanced Workflow Insights:

Enables a high level of interactivity, allowing users to search, share, and track document versions with ease.