Dashboard User Manual - Complete Guide

Welcome to WorkPro Dashboard

This is your comprehensive guide to using the WorkPro Dashboard. Whether you're entering work data, reviewing reports, or managing approvals, you'll find everything you need here.

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Getting Started

System Requirements

• Modern web browser (Chrome, Firefox, Safari, Edge)
• JavaScript enabled
• Screen resolution 1024x768 or higher
• Internet connection

Login & Authentication

Accessing the Dashboard

1. Open your web browser
2. Navigate to your WorkPro Dashboard URL
3. Enter your credentials
4. Click "Login"

Forgotten Password

• Click "Forgot Password" on the login page
• Enter your email address
• Follow the instructions sent to your email
• Create a new password and login

First Time Setup

• Your administrator will provide you with initial credentials
• Change your password on first login
• Complete your profile information
• Set your preferences

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Dashboard Overview

Main Components

Header Navigation

The header bar at the top contains:

• WorkPro Logo - Click to return to dashboard home
• Current Page - Shows the page you're currently viewing
• User Menu - Profile, settings, logout options

Sidebar Navigation

The left sidebar provides quick access to:

• Dashboard
• Work Entry
• Reports
• BOQ Management
• Administration (if authorized)
• User Profile

Main Content Area

The central area displays:

• Current page content
• Forms and data
• Reports and analytics
• Status information

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User Roles & Permissions

Available Roles

Role	Responsibilities	Permissions
Data Entry Operator	Enter work data daily	Create work entries, View own entries
Supervisor	Review and approve work	Approve/reject entries, View team entries
Administrator	Manage system	Full access, User management, Settings
Manager	Track progress and reporting	View all reports, Analytics, Export data

Role-Based Access

Your access to features depends on your assigned role. If you don't see a feature, contact your administrator.

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Navigation & Interface

Breadcrumb Navigation

The breadcrumb trail at the top shows:

• Current location in the system
• Clickable links to parent pages
• Helps you understand where you are

Example: Dashboard > Work Entry > New Entry

Main Menu

Click the menu icon to access:

• Dashboard Home
• Work Management
• Reports
• Administration
• User Profile
• Settings

Search & Filters

Many pages include search and filter options:

• Search by text or keywords
• Filter by date, status, or category
• Apply multiple filters simultaneously

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Work Entry Management

Creating a New Work Entry

Step 1: Access Work Entry

1. Click "Work Entry" in the sidebar
2. Click "New Entry" button
3. The work entry form appears

Step 2: Select Distribution Center

• Click the "Distribution Center" dropdown
• Select from available centers
• Activities dropdown automatically updates

Step 3: Select Activity

• Choose the activity for this work
• Schedules dropdown updates
• Only activities for the selected DC appear

Step 4: Select Schedule

• Choose the work schedule
• Feeders dropdown updates
• Only available schedules appear

Step 5: Select Feeder

• Choose the feeder/line
• Items dropdown updates
• Shows available feeders for the schedule

Step 6: Select Item

• Choose the work item
• BOQ statistics appear automatically
• Quantity fields populate

Step 7: Enter Quantity

• Total Qty (BOQ): Auto-populated from BOQ, read-only
• Done Qty: Auto-populated from BOQ, read-only
• Quantity to Enter: Maximum allowed is the pending quantity
• Notes: Add any relevant notes

Step 8: Upload Photos (Optional)

• Click "Upload Photo" button
• Select image file (JPG, PNG format)
• Maximum file size: 5MB
• Photo is attached to the entry

Step 9: Review & Submit

• Check the "Selection Summary" section
• Verify all information is correct
• Click "Save & Submit"
• Entry is sent for approval

Editing Existing Entries

Before Approval

1. Go to "Work Entries" > "My Entries"
2. Find the entry you want to edit
3. Click "Edit" button
4. Make changes
5. Click "Save"

After Approval

• Entries cannot be edited after approval
• Contact your supervisor for corrections

Viewing Work History

1. Go to "Work Entries" section
2. Select "My Entries", "All Entries", or "Team Entries"
3. View the list of entries
4. Click on an entry to see details
5. View attached photos and notes

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Work Quantity Management

Understanding BOQ (Bill of Quantities)

BOQ represents the planned quantities for each work item:

• Total Qty: Total planned quantity from BOQ
• Done Qty: Already completed quantity
• Pending Qty: Remaining to be done = (Total - Done)

BOQ Statistics

When you select an item, the BOQ statistics display:

Field	Meaning	From
BOQ	Total planned quantity	BOQ table
Completed	Already done quantity	BOQ table
Awaiting	Pending approvals	Work table
Remaining	Can still be done	Calculation

Quantity Restrictions

• You can only enter up to the Remaining Qty
• Cannot exceed planned BOQ
• System prevents overselling
• Validation happens in real-time

Quantity Calculation Example

Total BOQ:        100 units
Already Done:      35 units
Pending Approval:   5 units
Current Session:    ? (can enter up to 60)

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Photo & Documentation Upload

Uploading Work Photos

Step 1: Click Upload Photo

• Located in the Work Entry form
• Click the photo upload area
• File browser opens

Step 2: Select Photo

• Choose image from your computer
• Supported formats: JPG, JPEG, PNG
• Maximum size: 5MB

Step 3: Verification

• Photo appears in preview
• System verifies format and size
• Confirmation message shows

Step 4: Submit Entry

• Photo is included with work entry
• Will be stored with the work record
• Visible in approval process

Photo Requirements

Requirement	Specification
Format	JPG, JPEG, PNG
Max Size	5MB
Resolution	Minimum 800x600 pixels
Quality	Clear and legible
Content	Evidence of completed work

Troubleshooting Photo Uploads

Issue: Photo won't upload

• Solution: Check file size is under 5MB
• Solution: Verify file format is JPG or PNG

Issue: "Invalid file format" message

• Solution: Photo must be JPG or PNG
• Solution: Don't upload other file types

Issue: Upload fails with error

• Solution: Try a different photo
• Solution: Refresh the page and retry
• Solution: Contact support if persists

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Reporting & Analytics

Dashboard Reports

Accessing Reports

1. Click "Reports" in the sidebar
2. Select report type:
   • Daily Work Summary
   • Weekly Progress
   • Monthly Analytics
   • Performance Metrics

Report Filters

All reports support filtering by:

• Date Range: Select start and end dates
• Distribution Center: Filter by DC
• Activity: Specific activities
• Status: Approved, Pending, Completed
• User/Team: Specific users or teams

Generating Reports

1. Select report type
2. Set desired filters
3. Choose date range
4. Click "Generate"
5. Report loads with filtered data

Exporting Report Data

1. Open any report
2. Click "Export" button
3. Select format:
   • PDF - For printing
   • Excel - For analysis
   • CSV - For data processing
4. File downloads to your computer

Daily Work Summary Report

What It Shows

• Work entries for selected date range
• Summary by activity, feeder, item
• Completion percentages
• Team performance
• Approval status

Key Metrics

• Total entries submitted
• Total entries approved
• Average completion time
• Items completed per person
• Pending approvals

Using Filters

• Filter by team member
• Filter by distribution center
• Filter by activity type
• Combine multiple filters

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Work Approval Process

Understanding Approvals

Approval Workflow

1. Submission - Entry submitted by data operator
2. Review - Supervisor reviews entry
3. Approval - Supervisor approves or rejects
4. Completion - Entry marked complete or rejected
5. Archival - Historical record maintained

Pending Approvals

Viewing Pending Approvals (Supervisors)

1. Click "Approvals" in sidebar
2. View list of pending work entries
3. Shows submitter name, date, items

Approving Work

1. Click on pending entry
2. Review all details:
   • Work selections
   • Quantities entered
   • Attached photos
   • Notes and remarks
3. Click "Approve" to accept
4. Work entry status changes to "Approved"

Rejecting Work

1. Click on pending entry
2. Review the information
3. Click "Reject" button
4. Add reason for rejection (optional)
5. Click "Confirm Rejection"
6. Entry returns for corrections

Approval Status Tracking

Status Indicators

• Submitted - Waiting for review
• Approved - Accepted by supervisor
• Rejected - Returned for corrections
• Completed - Final status

Viewing Status History

1. Open any work entry
2. Scroll to "Status History" section
3. See all changes and approvals
4. View approver name and timestamp

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BOQ Management

Bill of Quantities Overview

What is BOQ?

• Planned list of work items
• Quantities to be completed
• Progress tracking baseline
• Budget and timeline reference

Accessing BOQ

1. Click "BOQ" in sidebar
2. View current BOQ list
3. Search or filter as needed

BOQ Filtering & Search

Available Filters

• By Distribution Center
• By Activity
• By Project
• By Status (Active, Closed, Archived)
• By Date Range

Search Function

• Search by item name
• Search by item code
• Search by description
• Instant results as you type

Viewing BOQ Details

1. Find BOQ item in list
2. Click item to view details
3. Details show:
   • Item code and description
   • Total planned quantity
   • Already completed quantity
   • Work entries against this BOQ
   • Progress percentage
   • Associated activities

BOQ Statistics

Statistics Display

• Total Planned: Items yet to start
• In Progress: Currently being worked
• Completed: Already finished
• Completion %: Progress indicator
• Remaining Days: Timeline info

Understanding Progress

• Green bar = Complete
• Yellow bar = In progress
• Red bar = At risk
• Progress updates in real-time

BOQ Status Monitoring

Current Status

• Scheduled - Not yet started
• Active - Currently in progress
• On Track - Meeting timeline
• At Risk - Behind schedule
• Completed - All work done

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Best Practices

Data Entry Best Practices

Accuracy

• Double-check all selections before submitting
• Verify quantities match actual work
• Review photo evidence
• Read error messages carefully

Timing

• Enter data daily, not at end of week
• Submit by end of work day
• Avoid rush entries in evening
• Review before approval

Completeness

• Fill all required fields
• Attach relevant photos
• Add clear notes if needed
• Update quantities accurately

Photo Guidelines

What Makes a Good Photo

• ✅ Clear view of completed work
• ✅ Proper lighting
• ✅ Includes identifying landmarks
• ✅ Shows scale/context

What to Avoid

• ❌ Blurry or out of focus
• ❌ Too dark or overexposed
• ❌ Unrelated content
• ❌ People's faces (if not needed)

Timely Reporting

Daily Routine

1. Complete work entries within 2 hours of completion
2. Attach photos before end of day
3. Verify accuracy before submission
4. Keep notes clear and concise

Weekly Review

• Review all your submitted entries
• Check approval status
• Identify any rejected entries
• Plan corrective actions

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Frequently Asked Questions (FAQ)

General Questions

Q: How do I reset my password? A: Click "Forgot Password" on login page, enter email, follow the link sent to you.

Q: Where can I see my profile? A: Click your name in the top-right, select "Profile".

Q: Can I change my email? A: Yes, in your Profile settings. Contact admin if you need help.

Work Entry FAQs

Q: Can I submit work entry for previous days? A: Yes, but try to submit on the same day for accuracy.

Q: What if I exceed the pending quantity? A: The system won't allow it. Verify the quantities with your supervisor.

Q: Can I edit a submitted entry? A: Only before it's approved. Once approved, contact your supervisor.

Q: Do I need to attach a photo? A: Photos are optional but recommended for evidence.

Approval Process FAQs

Q: How long does approval take? A: Usually within 1-2 hours, depends on supervisor.

Q: Why was my entry rejected? A: Check the rejection reason in the Status History. Fix and resubmit.

Q: Can I appeal a rejection? A: Contact your supervisor directly to discuss.

Technical FAQs

Q: Browser keeps logging me out? A: Check your session settings in preferences.

Q: Photos not loading? A: Clear browser cache and refresh the page.

Q: Forms moving slow? A: Try using a different browser or clearing cache.

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Keyboard Shortcuts & Tips

Helpful Shortcuts

Shortcut	Action
Ctrl + S	Save current form
Ctrl + Enter	Submit entry
Tab	Move to next field
Enter	Confirm selection in dropdowns
Escape	Cancel/Close modal

Quick Navigation Tips

• Use Breadcrumbs to go back
• Press F5 to refresh page
• Middle-click links to open in new tab
• Use Sidebar for main navigation

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Troubleshooting & Support

Common Issues

Can't Select Item

• Check Distribution Center is selected
• Verify Activity is selected
• Ensure Schedule is selected
• Confirm Feeder is selected
• Items should then appear

Quantity Won't Populate

• Verify Item is properly selected
• Wait 2-3 seconds for AJAX to load
• Refresh the page
• Try a different item

Entry Won't Submit

• Verify all required fields filled
• Check for error messages
• Clear browser cache
• Try again in a few moments

Photo Upload Fails

• Check file size < 5MB
• Verify format is JPG or PNG
• Use different photo
• Clear browser cache

Performance Issues

Page Loading Slowly

• Check internet connection
• Clear browser cache (Ctrl+Shift+Delete)
• Close unnecessary tabs
• Try different browser
• Restart your computer

Forms Unresponsive

• Wait a few moments
• Refresh the page
• Check if JavaScript is enabled
• Disable browser extensions

Browser Compatibility

Supported Browsers:

• ✅ Chrome 90+
• ✅ Firefox 88+
• ✅ Safari 14+
• ✅ Edge 90+

Recommended:

• Chrome or Edge for best experience
• Keep browser updated
• Enable JavaScript

Contact Support

Need help?

• Click "Support" in the menu
• Email: support@workpro.com
• Phone: +1-800-WORKPRO
• Submit ticket from Help page

Information to provide:

• Your username
• Issue description
• Steps to reproduce
• Browser and version
• Screenshots (if applicable)

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Appendix

Glossary of Terms

BOQ (Bill of Quantities) - Planned list of work items with quantities

Work Entry - Record of completed work with quantity and date

Approval - Supervisor's verification that work was completed correctly

Distribution Center - Physical location where work is performed

Activity - Type of work being performed

Feeder - Specific circuit or line within a distribution center

Item - Individual work task with unique code

Status Codes & Meanings

Code	Meaning	Action
NEW	New entry created	Awaiting submission
SUB	Submitted	Awaiting approval
APR	Approved	Work accepted
REJ	Rejected	Needs correction
COM	Completed	Final status

Error Messages Reference

Error	Cause	Solution
"Required field"	Mandatory field empty	Fill in the missing field
"Invalid format"	Wrong data format	Check field requirements
"Quantity exceeds maximum"	Too much quantity	Reduce to pending amount
"File too large"	Photo > 5MB	Use smaller image
"Invalid file type"	Wrong photo format	Use JPG or PNG only

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For more information, contact your system administrator.

WorkPro Dashboard User Manual v1.0 | December 2025