The OBM Dashboard displays upon successful login. Users can conduct various tasks from the Dashboard.
Top Header
The top header provides the following options, and is static regardless of where you are in the OBM application:
- Exostar Logo: Redirects to Exostar’s corporate website.
- Onboarding Module and Home: Navigates back to the dashboard.
- myExostar: Navigates to Exostar’s self-help site, which provides on-screen content, downloadable guides, FAQs, etc.
- Contact Us: This option is configurable to point to the desired contact.
- Help: Click this to open Exostar’s Support page, providing dial-in numbers, a Chat feature, and an online case form.
- User Drop-down: Displays your role, and provides options to navigate to your profile, as well as a logout option.
Pending Forms Tab
This tab displays a comprehensive list of all pending forms assigned to you, and additional details like Revision, Form Progress, and Request Status. Click the hyperlinked form name to open the Form Details page. The action menu, located to the right of each form provides options to reassign and assign approvers.
Please see the Form Details or Assign Approvers articles for more information.
Pending Approval Forms Tab
This tab displays a list of all forms pending approval, and other details, including approver names for each form. The form moves to this tab ONLY if Approver workflow is enabled and the user submitted the form. Each form displays the list of approvers assigned to the form. The name of the approver currently logged into the system will have their name represented as a link. It will also indicate whether the decision is Pending or Completed for a form.
The Assigned To link will be enabled if the user has not submitted their decision. The link will be disabled if the decision has already been submitted. When the user clicks their name, the system displays a display box allowing them to enter their Decision, state the Reason, and Submit.
Completed Forms Tab
This tab displays a comprehensive list of all completed forms, additional details like expiration date for each form. Note the form moves to this tab only once the form is submitted and all the approvers have approved the forms. Click the hyperlinked form name to open the Form Details page. This page also has a link to the Approval Summary, and once clicked, you can view the Approval Decision.
Cancelled Forms Tab
This tab displays a comprehensive list of all cancelled forms, and additional details for each form. Click the hyperlinked form name to open the Form Details page.
Communication
The Communication section of the dashboard provides messaging capabilities. The table displays the latest messaging thread, along with additional details, and a reply option. Select View All below the most recent messages to view a comprehensive list of all messaging threads. Only a Supplier User can initiate communication with an Administrator by clicking Add New Question.
Please see the Communication article for instructions on managing this widget.
My Organization
The section displays details specific to your organization, including a hyperlinked number of users associated with your organization and your hyperlinked organization name.