1. Navigating to the AP Dashboard page

Overview

Designed as an operational snapshot, the AP Dashboard page brings together key metrics and actionable workflows to simplify tracking, review, and compliance management.

To access this page, click on the AP Dashboard menu label located on the left navigation panel below the Dashboard menu.

Fig: 1 - AP Dashboard menu on the left panel

Clicking this menu option loads the AP Dashboard page. The page is available for all users, offering a personal document space where they can upload, view, and delete their own files. Administrator role users can view all documents.

Fig: 2 - AP Dashboard menu loads the AP Dashboard page

When there are no entries present - the page displays a blank grid view.

Fig: 3 - AP Dashboard blank view

2. Understanding the various elements of the AP Dashboard page

Overview

The AP Dashboard provides a centralized, real‑time view of submission statuses, reviews, approvals, and regulatory filings, enabling users to quickly track progress and take timely action.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 4 - Understanding the various elements of the AP Dashboard page

1. 1

   Submission Status Summary Cards

   Displays a high‑level summary of submissions categorized by status, including Total Submission, Cancelled, Completed, In Progress, Pending, and Pending Approval. Each card shows a numeric count and visual indicator for quick assessment.

   
   Benefit: Provides an instant snapshot of overall workload and submission health.
   
   

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2. 2

   Pending Submissions / Resubmissions

   Lists forms that are pending submission or require resubmission. Each entry displays the form name, last edited user, last updated time, and current status.

   
   Benefit: Helps users quickly identify incomplete work and resume action without delay.
   
   

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3. 3

   Pending Review and Approval

   Displays submissions moving through the review workflow, organized into tabs such as Pending Review, Rejected by Reviewer, and Pending Approval. Each entry shows the associated user and submission age.

   
   Benefit: Improves transparency and accountability across review and approval stages.
   
   

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4. 4

   Pending Filing / Regulatory

   Highlights documents awaiting regulatory or compliance filing. Each entry displays the document type, last edited information, and filing status.

   
   Benefit: Ensures compliance‑related tasks remain visible and are completed on time.
   
   

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5. 5

   Filter Option

   Allows users to refine the dashboard view by applying filters, helping them focus on specific submission categories or workflow stages.

   
   Benefit: Reduces information overload and improves focus on relevant tasks.
   
   

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NOTE:

1. The following sub-sections elaborate further the associated functionalities of the above-stated points.
2. Clicking anywhere within any displayed row entry of a panel area redirects the user to the related form in the Forms page

Fig: 5 - Redirected form entry view of row click of AP Dashboard

1. Status Name – Text label identifying the submission category (e.g., Total Submission, Pending, Completed).
2. Total Count – Numeric value representing the number of submissions in that status.
3. Status Icon – Graphical icon indicating the nature of the status (completion, pending action, cancellation).
4. Color Indicator – Background or border color visually distinguishing each status type.

1. Review the Total Submission card to understand the overall submission volume.
2. Compare Pending and In Progress counts to identify active workload.
3. Check Pending Approval to identify approval bottlenecks.
4. Use Completed to confirm successfully processed submissions.
5. Monitor Cancelled to track abandoned or withdrawn submissions.

1. Form Icon – Identifies the entry as a form submission.
2. Form Name – Displays the name of the form (e.g., Form A).
3. Last Edited By – Name of the user who last updated the form.
4. Last Edited Time – Relative timestamp showing recency (e.g., “Last edited 0 days ago”).
5. Current Status Badge – Displays the status such as Pending.
6. View All – Present when multiple rows of entries are present which are not all visible at a time in the panel area.

Fig: 6 - Pending Submissions / Resubmissions panel showing form entries

1. Scan the list to identify entries marked with Pending status.
2. Check the Last Edited information to assess recency.
3. Click the Form Name to open the submission.
4. Complete missing information or correct validation errors.
5. Save and resubmit the form.

1. Document/Form Icon – Indicates a reviewable submission.
2. Form Name – Title of the submitted form.
3. User Name – Displays the associated user (submitter or reviewer).
4. Submission Age – Relative time since submission or last update (e.g., “134 days ago”).
5. Workflow Tab Context – Entry placement under:
   • Pending Review
   • Rejected by Reviewer
   • Pending Approval
6. View All – Present when multiple rows of entries are present which are not all visible at a time in the panel area.

Fig: 7 - Pending Review and Approval panel with entries

1. Select the appropriate tab: Pending Review, Rejected by Reviewer, or Pending Approval.
2. Review the submission age to identify overdue items.
3. Click the Form Name to open details.
4. Take the required action:
   • Approve
   • Reject with comments
5. Confirm action to move the submission to the next stage.

1. Document Icon – Identifies the entry as a regulatory or filing document.
2. Document Type – Displays the filing type (e.g., Attestation).
3. Last Edited By – Name of the user who last updated the document.
4. Last Updated Time – Relative timestamp indicating recency.
5. Filing Status Badge – Clearly marked as Pending Filing.
6. View All – Present when multiple rows of entries are present which are not all visible at a time in the panel area.

Fig: 8 - Pending Filing / Regulatory panel displaying entries

1. Identify records marked as Pending Filing.
2. Review the document type and last updated details.
3. Open the document to verify filing readiness.
4. Complete the regulatory filing as per compliance guidelines.
5. Update the status once filing is completed.

1. 1

   Date Range Filter

   Allows users to filter AP Dashboard data by selecting a specific From and To date.

   1. Only submissions created or updated within the selected date range are displayed on the dashboard.
   2. These fields display the selected start and end dates (e.g., 05/06/2025 to 05/06/2026).

   
   Benefit: Helps users focus on relevant submissions for a specific time period, such as monthly reviews or annual reporting.

Fig: 9 - Date range selection filter fields on the AP Dashboard

2. 2

   Calendar Picker

   Clicking the calendar icon inside either field opens the date picker. Provides an interactive calendar view for selecting dates. Users can navigate between months, select specific days, quickly choose Today, or clear the selected date using the available options.

   1. The calendar opens in a monthly view (e.g., May 2026).
   2. Days are arranged from Sunday to Saturday for easy selection.
   3. The selected date is visually highlighted.
   4. Navigation arrows allow users to move to previous or upcoming months.
   5. The Today option allows users to quickly select the current date without manually browsing the calendar.
   6. Users can select a date by clicking directly on the desired day.
   7. The Clear option removes the selected date, resetting the date field.

   
   Benefit: Makes date selection intuitive and reduces errors compared to manual date entry.

Fig: 10 - Calendar picker view for date selection

3. 3

   Apply Filter Action

   1. Once the desired date range is selected, clicking Apply confirms the selection.
   2. The AP Dashboard refreshes automatically to show data only for the selected period.

   
   Benefit: The date filter provides an intuitive and accurate way to control the scope of dashboard data, helping users focus on relevant submissions while reducing unnecessary information.

Fig: 11 - Apply button used to confirm and apply the date filter