How to Navigate in ATLAS Workflows Follow

Topics Covered
How to Navigate
Dashboard Icons

Target Users
All Users

Required Permissions
n/a

Introduction

This article will walk you through the key areas of the ATLAS Workflows interface, as shown in the uploaded screenshot, and help you get familiar with its features and navigation.

Guide to Navigating the ATLAS Workflows Default Dashboard

Main Dashboard

The main dashboard provides a centralized view of your tasks, workflows, and employee information. Here's an overview of the key sections:

1. Current Assignment

1. • Displays your current job assignment, including:
     • Position: Your role or job title.
     • Agency: The organization or department you belong to.
     • Arrival & Departure Dates: Your assignment duration.
   • View Details: Click this button for more specific assignment details.

2. Assigned Tasks

• • Shows the total number of tasks assigned to you.
  • View All: Use this button to see a detailed list of your tasks.

3. My Workflows

• • Tracks workflows that you are actively working on.
  • Highlights the number of workflows In Progress and lists recent workflows with completion details.
  • View All: Click to view the full list of your workflows.

4. My Completed Forms

• • Summarizes forms you’ve successfully completed.
  • Includes the total count and recent files.
  • View All: Access all completed forms.

5. Open Workflows

• • Provides a breakdown of all active workflows:
    • Not Started: Workflows yet to begin.
    • In Progress: Ongoing workflows.
    • Completed: Finished workflows.

6. Employees

• • Tracks employee details such as:
    • Pending Employees: Includes requests, registrations, and invitations for onboarding new employees.
  • Offers a quick overview of employee counts.

Sidebar Navigation

Here's a breakdown of the key elements available:

My Work

• Dashboard: Returns you to the main dashboard.
• Assigned Tasks: View and manage all your assigned tasks.
• My Workflows: Access, track, and update workflows you're working on.
• My Forms Hub: Central hub for all your forms.

For Service Providers

• Open Workflows: Explore all ongoing workflows.
• Sponsored Employees: Manage workflows related to sponsored employees.
• All Employees: Access a comprehensive list of employees.
• Incoming/Outgoing Employees: Track onboarding or departing employees within the organization.
• New Employee: Add new incoming employee.
• Pending Registrations: Approve or review pending employee registrations.
• Manage Logins: Handle login information for users.
• Organization Data: Access data specific to the organization.
  • Positions: View and manage job positions within the organization.
  • Sponsors: Manage and track sponsor-related information.
  • Schools: Review and update information about schools affiliated with the organization.
  • Work Location: Access and manage data related to physical or virtual work locations.

My Employee Information

• Employee Profile: View or edit your profile information.
• Household Members: Manage data on dependents or family members.
• Assignment History: Review past assignments.

Upper Right Menus

1. Default Dashboard
This section is the starting point where you can access high-level information about:

• Workflows: Track ongoing, completed, and open workflows.
• Personnel: Manage information about employees, including pending registrations.
• Positions: Review current assignments and associated details.

2. Reports
The Reports Dashboard allows you to:

• Configure custom reports based on your specific needs.
• Run reports to gather insights for your post or organization. This feature is essential for tracking performance metrics and managing operations.

3. Administration
The Administration Dashboard provides tools for:

• Creating and maintaining workflows.
• Managing permissions and user groups.
• Designing and customizing forms.
• Setting up your post and ensuring all systems are operational.

4. System Management
Available only to System Administrators with specific permissions.

This dashboard is exclusively for System Administrators and includes advanced tools for:

• Overseeing the overall application configuration.
• Managing system-wide settings and permissions.
• Ensuring smooth operation across all dashboards.

5. Notifications
The Notifications Panel is your centralized hub for:

• Updates from the application.
• Notifications about tasks assigned to you within workflows.
• Always check this section to stay informed about deadlines and updates.

6. Profile
The profile section includes:

• View and Edit Profile: Update personal and professional details.
• Account Settings: Manage preferences for your account.
• Delegate Users: Assign delegates to act on your behalf in specific workflows.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
Visit the Global Application Portal (GAP) for the latest news and information on all the ADG's applications.