1. Navigating to the My Items page

Overview

The My Items page functions as a personal control center, giving users a consolidated snapshot of their tasks, actions, and responsibilities. Rather than depending on scattered notifications or email reminders, this hub provides a single, organized view of all to-do items, ranging from audits and attestations to vendor assessments and draft form submission approvals. By presenting everything in one intuitive interface, it supports proactive task management, ensures nothing is overlooked, and helps users maintain oversight across their role-specific duties.

To access this page, click on the My Items menu label located on the left navigation panel under the Dashboard menu. The My Items label includes a numeric value in parentheses, which indicates the total number of pending items awaiting your attention.

Fig: 1 - My Items menu on the left panel

Clicking this menu option loads the My Items page, displaying a grid view of all pending tasks assigned to you. These may include audits, attestations, vendor assessments, or other action items relevant to your role. The layout is designed for quick scanning and interaction, enabling users to take timely action without navigating away from the page.

Benefit: This targeted visibility helps users manage their workload more effectively, prioritize actions based on urgency or status, and maintain consistent progress across their responsibilities.

Fig: 2 - My Items menu loads the My Items page

When there are no pending items, the page displays a blank grid view, and the numeric count on the menu label or page header reflects zero value. This visual cue reassures users that no immediate action is required, allowing them to focus on other priorities.

Fig: 3 - My Items blank grid view

2. Understanding the various elements of the My Items page

Overview

The My Items page offers users a centralized view of their active tasks or assignments and completed submissions across various modules. This personalized overview boosts items visibility, streamlines follow-ups of pending items and supports better task ownership.

The SurgeONE My Items functionality allows assigned users to view and navigate to open and completed tasks associated with the Forms, Onboarding and Certification modules only.

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 My Items page

1. 1

   Page header

   Displays the count of tasks (within parenthesis) shown in the current tab, helping users track workload at a glance.
2. 2

   Search bar

   Allows quick lookup of matching entries from listed items, limited to Forms, Onboarding, and Certification modules.
3. 3

   Status filter

   Provides a dropdown to filter grid view entries based on their current status.
4. 4

   Tab options

   Enables switching between open, in progress, pending, and closed/completed items assigned to the user.
5. 5

   Grid view

   Populates with loaded or filtered results based on the tab the user is currently viewing.
6. 6

   Pagination options

   Provides options at the bottom to control items per page and navigate across multiple pages.

2.1. Page header

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Overview

The header label on the My Items page shows the number of tasks currently visible in the selected tab, with the count displayed in parentheses.

On the My Items page, the header label dynamically reflects the number of tasks currently visible in the selected tab. This count is displayed within parentheses immediately following the tab name, providing users with a quick, at‑a‑glance summary of how many tasks are being shown.

For example, if the Active Items tab is selected and five tasks are listed, the header will read Active Items (5). Switching to the Completed Items tab will update the label to show only the number of items in that view, such as Completed Items (12). This design ensures that users can instantly gauge workload or progress without needing to scroll through the list, making navigation more intuitive and task management more efficient.

Fig: 5 - Page header section view

2.2. Searching for My Items entries

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Overview

The search bar allows users to quickly locate specific users pool entries using keywords. This feature is particularly useful when managing a large number of users pools, as it reduces time spent browsing and ensures accurate retrieval of relevant records.

You can use the search bar to enter text and find matching results. The search operation gets executed on either the module name, item title, date or status.

Fig: 6 - Search bar to find existing My Items grid view entries

Based on the text entered, matching results are listed out in the grid view.

Fig: 7 - Filtered results

If no results are fetched by the executed search query, a No records found label in the grid view and a Showing 0 Records label is displayed below the grid view.

Fig: 8 - No matching records found

2.3. Using the Status selection dropdown

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Overview

The Status selection dropdown above the My Items grid lets users filter tasks by status.

The status selection dropdown above the My Items grid view allows users to quickly filter tasks based on their current progress. When viewing the Active Items tab, the available status options are Pending and In Progress. When viewing the Closed Items tab, the only available option is Closed. Each status option displays the number of tasks associated with it in parentheses, giving users immediate visibility into workload distribution. Only one status can be selected at a time, ensuring focused filtering. The dropdown can be used independently or in combination with the search bar for more precise results.

1. To use it, first click on the status dropdown above the grid view. By default, all items are listed and no filter is set.
Benefit: Instantly see all available status options for the current tab, along with task counts. This provides clarity on workload without scrolling through the entire list.


2. Select a status option. Choose either Pending or In Progress when in the Active Items tab, or Closed when in the Closed Items tab.
Benefit: Focus your view on tasks that match the selected status, reducing clutter and helping you prioritize what matters most.


Fig: 9 - Open Items status selection dropdown options

Fig: 10 - Closed Items status selection dropdown option

3. You may note the number displayed in parentheses next to each status option.
Benefit: Gain immediate insight into how many tasks fall under each category, supporting better workload planning and resource allocation.


4. Once a status is selected, the grid view updates to show only tasks with that status. You can use the search bar alongside the dropdown to refine results further.
Benefit: Simplifies navigation and ensures you are working with a targeted set of tasks, improving efficiency as it enabless precise filtering by both status and keyword, helping you locate specific tasks quickly and accurately.

Fig: 11 - Status selection loads items belonging to that status only

2.4. Tab selection

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Overview

The My Items page provides two primary tabs labeled as Open Items and Closed Items, to help users organize and navigate tasks efficiently. Selecting a tab determines which set of tasks is displayed in the grid view.

The Open Items tab shows tasks that are still active, while the Closed Items tab displays tasks that have been completed. This clear separation ensures users can quickly distinguish between ongoing responsibilities and finalized work.

Click on the Open Items tab at the top-right of the page to instantly view all active tasks, making it easier to monitor progress, prioritize pending work, and stay focused on current responsibilities. This tab is visible by default.

Alternatively, click on the Closed Items beside the Open Items tab to access a record of completed tasks, providing transparency, accountability, and a quick reference for past actions performed. Thus, you can switch between tabs seamlessly as needed to gain a holistic view of both ongoing and completed item lists, supporting better planning, reporting, and workload management.

Here is the view of the Closed Items tab showing the items with closed status only.

Fig: 12 - My Items Closed Items view

2.5. Understanding the grid view

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Overview

The grid view of the My Items page plays a crucial role in enhancing usability, visibility, and overall control over assigned tasks. Features such as sortable columns, navigable links and clear status indicators make it easy to organize and prioritize work according to deadlines, importance, or role-specific responsibilities. This format not only supports efficient comparison across multiple items but also reduces the time spent searching for information, ensuring that users remain focused and productive. Whether managing a handful of tasks or navigating hundreds of entries, the grid view provides a clean, intuitive interface that adapts to user needs and fosters better decision-making.

The grid view displays all pending activities (in the default tab) and completed activities (in another tab which can be toggled) assigned to the logged‑in user, providing a clear and structured overview of tasks or responsibilities. Each row represents an individual task or item, while the columns capture key details that make it easier to identify, track, and act on them.

Fig: 13 - My Items grid view

The following columns are typically present:

1. 1

   Module

   Indicates the functional area or system component to which the item belongs, helping users understand the context of the task.
2. 2

   Title

   Displays the name or description of the item, allowing for quick recognition and differentiation between multiple tasks.
3. 3

   Submission Date

   The date when the item was submitted, providing clear chronological tracking, easy referencing, and improved auditability.
4. 4

   Status

   Reflects the current state of the item (for example Pending, In Progress, Completed), enabling users to monitor progress across pending items.

Benefit: The structured tabular layout allows users to scan data quickly and spot key items to prioritize actions effectively.





2.5.1. Sorting the column data

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Overview

Sorting column data offers users a powerful way to organize information based on what matters most to them. Instead of scrolling through long, unsorted lists, users can instantly restructure the view to highlight the details they need, whether that is by date, status, title, or module. This feature transforms static lists into dynamic, user-driven views, enabling individuals to quickly surface relevant entries, compare values side by side, and identify trends or outliers that might otherwise go unnoticed. By giving users control over how data is displayed, sorting not only improves efficiency but also supports smarter decision-making and better prioritization of tasks.

The grid view of the My Items page allows users to sort column data by clicking on the up or down arrows located on the right side of each column header. Sorting can be applied in both ascending and descending order across all visible columns, ensuring flexibility in how information is arranged. For example, users can sort by Status to focus on pending tasks, by Title to group similar items, or by ID for quick reference and tracking.

Benefit: This functionality helps streamline navigation, reduce search time, and ensure that the most critical items are always at the forefront of the user's workflow.

Fig: 14 - Sorting arrow keys of My Items grid view column headers

2.5.2. Using the item link

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Overview

The item title in the grid view provides a direct way to access an item without first navigating through its associated module. This shortcut improves efficiency by reducing clicks and streamlining task access.

To begin, locate the item title within the grid view. Each item title displayed is a clickable link, which serves as a direct point to navigate to it. By using this link, users can bypass the need to navigate through its module to load it.

Benefit: Quickly access listed item details with fewer clicks, saving time and improving task efficiency.

You may hover your cursor over the item title. As you do so, a tooltip will appear with the message Click to open [Item Title]. This visual cue provides reassurance that the link is interactive and confirms the action you are about to take, improving usability and reducing uncertainty. Click on the item link to open the item directly. This action takes you immediately to the item's details, enabling faster reviews, edits, or follow‑up actions. By eliminating extra navigation steps, the process becomes more streamlined, allowing users to focus on the task at hand with greater efficiency.

Fig: 15 - Tooltip on item label mouse hover

Here is the view of the redirected page showing the form after clicking on the link.

Fig: 16 - Redirected form view

2.6. Pagination options

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Overview

Pagination options in the My Items grid view allows users to navigate through large sets of tasks by dividing them into manageable pages. Instead of scrolling endlessly, users can move between pages using the pagination controls at the bottom of the grid. This ensures faster loading, easier navigation, and a more organized view of tasks.

When viewing the grid, locate the pagination controls at the bottom of the page. These controls display the current page number and provide options to move forward or backward. By clicking on the page numbers or navigation arrows, users can switch between different sets of tasks without losing context. This makes it simple to access earlier or later items quickly. Selectable options are 10, 20, 50 and 100, where the former is set by default.

Benefit: Pagination makes large my item lists easier to navigate and faster to load.

Left are right arrow keys are also provided to navigate to the next and previous pages respectively. Page numbers are also present in case of multiple pages of entries. Selecting a specific page number allows users to jump directly to that page. This is particularly useful when working with large task lists, as it reduces the time spent scrolling and helps users reach the desired set of items more efficiently. The pagination system also ensures that each page loads faster by limiting the number of tasks displayed at once.

Fig: 17 - Pagination options

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