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The Overview module is a type of homepage that displays various request reports, which help administrators and staff members track and manage aspects of the request fulfillment processes.

Before you begin

Role required: Any reporting role.
Note: If you have tasks defined with assignment groups of the type Vendor, additional reports display information for tracking vendor tasks and performance.

Procedure

  1. Navigate to [SM application] > Overview.
    A list of active requests appears at the top, and several built-in charts appear at the bottom.
  2. Click a request number to open that request.
  3. Click elements within the reports to obtain more information.

    For example, in the Active Facilities Requests by Building bar chart, click the building name. All the active requests for that building appear in a list.

    Example facilities overview

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