SE Suite

This widget lists the last pages you have accessed in the system. No configuration is required to use this widget in a portal.

Quick actions

This widget allows listing the quick actions of the system. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. In the configuration panel, define a Title for the widget and then select the component and the quick actions available for this component. Click on the "Save" button to implement the configuration.

It is worth noting that the quick actions can only be executed by users with the permission to execute the action in the system menus.

Actions by component

Document

▪Add new document: Allows adding a new document to the system. After clicking on the card for this action, select the document category in the displayed hierarchy. Then, the document data screen will be displayed to continue the creation. To execute this action, the logged user must have access to the document creation menu and have the "add" permission in the category security list.

▪Create document using wizard: Allows adding a new document to the system with the help of the document creation wizard. To execute this action, the logged user must have access to the document creation menu and have the "add" permission in the category security list.

▪Revise: Allows creating/starting a revision in system documents. After clicking on the card for this action, locate the document to be revised. To execute this action, the logged user must have access to the document revision creation menu and have the "revise" permission in the category security list. Note: To revise a document, it must be released.

▪Create copy protocol: Allows creating a printed copy distribution protocol for a document. After clicking on the card for this action, the copy data screen will be displayed. To execute this action, the logged user must be part of the copy distribution responsibility list (the responsibility is configured in the "Control > Printed copy" section of the category data) and have the "distribute copy" permission in the category security list.

Birthdays

This widget lists the system users whose birthdays are celebrated that week or that month. When dragging this element to the portal, it will be necessary to configure which employees will be displayed by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the following options:

Employees to be displayed

Display birthdays

▪Of the week: If this option is selected, only birthdays on that week will be listed.

▪Of the month: If this option is selected, only birthdays on that month will be listed.

Filter by

▪All departments: If this option is selected, birthdays from all departments will be listed.

▪Only from my department: If this option is selected, only birthdays from the department of the logged user will be listed.

▪Specific department: If this option is selected, birthdays from a specific department will be listed. It will be necessary to select the desired department in a field that will be displayed after this option is selected.

▪On the birthday of the logged user, the following message will be displayed: "Today is your day, happy birthday!".

▪The birth date of the user must be correctly filled out in the Employee profile (AD006) screen, located in "Administration Management Employee profile".

My team activities

This widget is suitable for users who have subordinates and wish to track their tasks. By dragging this element to the portal, it will be necessary to configure which tasks will be listed and how to view them:

Which tasks will be displayed?
Tasks of all SE Suite	If this option is selected, all tasks (from any component) of your subordinates will be displayed.
Tasks of a specific component	If this option is selected, all tasks (from any component) of your subordinates will be displayed. As soon as this option is checked, a field will be displayed, allowing the selection of one or more components.

How will tasks be viewed?	Option checked	Option unchecked
Open in a new tab	After accessing the task list of one of your subordinates, by clicking on one of the tasks, a new tab will be opened, displaying the "View tasks" screen of that user.	After accessing the task list of one of your subordinates, by clicking on one of the tasks, the tab through which the system is being accessed will be reloaded, displaying the "View tasks" screen of that user.
Display inactive users	If this option is checked, inactive users, that is, employees who are no longer part of the organization, will be listed in this widget. An icon will be displayed to identify who are the inactive users in your team.	If this option is not checked, the widget will only display the employees who are currently your subordinates and part of the organization, that is, users who are active in the system.

The first column of this widget lists your subordinates, and the last columns list the number of tasks each user has in each status. By clicking on the task of a user listed in the portal, the widget will be updated with the tasks of the respective user, and it will be necessary to click on the "Back" button to return to the employees listing.

Notepad

This widget displays informative notes in the portal. When dragging a notepad to the portal, it will be necessary to enter a title for the note and its content, which allows editing with Rich Text. After entering the content of the note, click on "Save".

Full text search

This widget displays a field in the portal that allows performing a system-wide search. By dragging this element to the portal, it will be necessary to configure whether the search will be performed in all system components or in a specific component. Click on the "Save" button to implement the configuration.

The widget will display the component name in its title if the search is configured to be performed in a specific component.

Saved searches

This widget allows listing the searches saved in the system. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure which saved searches will be displayed in it:

▪All: By checking this option, no additional configurations will be necessary. This option allows displaying all saved searches, as long as they have been saved as public; otherwise, only the author of the search can access it.

▪Per component: By checking this option, it will be necessary to select the components that have the saved searches that will be listed in the widget. This option allows displaying only the searches from certain components, as long as they have been saved as public; otherwise, only the author of the search can access it.

▪Specific: By checking this option, it will be necessary to select, in the respective field, the specific searches that will be listed in the widget. This option allows displaying only the selected searches, as long as they have been saved as public; otherwise, only the author of the search can access it.

▪My searches: By checking this option, no additional configurations will be necessary. This option allows displaying all saved searches performed by the logged user.

▪Public: By checking this option, no additional configurations will be necessary. This option allows displaying all searches saved in public mode.

Click on the "Save" button to implement the configuration. It is worth remembering that private searches can only be accessed by you or the search author. For a saved search to be accessed by any portal user, make sure to share it as Public.

Favorites

This widget lists your favorite records. By dragging this element to the portal, it will be necessary to configure which favorite records will be displayed: from all components or from a specific component. Click on the "Save" button to implement the configuration.

The widget displays the name of the component in its title if the displayed favorites are from a specific component.

Menu options

This widget allows listing certain system menus. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the menus:

Display in the format of: Select whether the menus will be displayed as a grid or a list.

Open in a new tab: Check this option so that the menus of this widget are displayed in a new tab. If this option is unchecked, when accessing a menu of this widget, the portal screen will be reloaded and the menu will be displayed.

Screen: Use the menu name or code to locate it. As soon as the menu is selected, click on "Add". At this point, a new "Screen" field will be displayed, allowing the user to add new menus to the widget. Repeat this procedure until all desired menus are configured in the widget.

Click on the "Save" button to implement the configuration. Tip: During menu configuration, use the menu code to facilitate locating the desired menu.

Kanban

This widget lists the activities of certain components by using the Kanban method. To use this element in a portal, it will be necessary to define a title for the widget, the control period and the components whose activities will be displayed in the Kanban. Details on how to configure this widget can be viewed in the documentation of the components that allow listing their activities in Kanban: Workflow, Incident, Problem, Asset, Maintenance, Calibration, Action Plan, Project and/or Time Control.

External links

This widget displays external links as cards. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the URL of each link:

Display in the format of: Select whether the links will be displayed as a grid or a list.

Title/URL: Enter a title for the link and its URL next to it. As soon as the fields are filled out, click on "Add". At this point, a new line will be displayed with the "Title" and "URL" fields, allowing the user to add new links to the widget. Repeat this procedure until all desired links are configured in the widget.

Portal list

This widget allows listing certain system portals. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the portals/tabs to be displayed:

Display in the format of: Select whether the portals will be displayed as a grid or a list.

Portal/Tab: Select the portal and the respective tab that will be displayed in the widget. When accessing the portal through the widget, it will be displayed in the configured tab. As soon as the fields are filled out, click on "Add". At this point, a new line will be displayed with the "Portal" and "Tab" fields, allowing the user to add new portals to the widget. Repeat this procedure until all desired portals are configured in the widget.

Most accessed

This widget lists the system pages you have accessed the most. No configuration is required to use this widget in a portal.

Stage gate

This widget graphically displays the life cycle of certain system records. In order to use this widget, it will be necessary to create a name for it, to define the columns in the matrix, and to map the status of the objects to be displayed in each column. It is possible to define for each column the audit (SE Audit) and item revision (SE PDM) statuses.

To add new lanes, click on the "Add lane" button. Define the name to be displayed on each column and, if it is necessary to delete a column, use the "Delete" option below the title field of the column to be deleted.

My tasks

This widget lists your tasks. By dragging this element to the portal, it will be necessary to configure which tasks will be listed and how to view them:

Which tasks will be displayed?
Tasks of all SE Suite	If this option is selected, all of your tasks (from any component) will be displayed.
Tasks of a specific component	If this option is selected, your tasks from certain components will be displayed. As soon as this option is checked, a field will be displayed, allowing the selection of one or more components.

How will tasks be viewed?	Option checked	Option unchecked
Open in a new tab	By clicking on one of the tasks, a new tab will be opened, displaying the execution or tracking screen of the accessed task.	By clicking on one of the tasks, the tab through which the system is being accessed will be reloaded to display the execution or tracking screen for the task being accessed.

This widget allows displaying the execution or tracking tasks of a certain status (past due, close to due date or on time).

Web pages

This widget allows displaying the content of a web page directly in the portal. By dragging this element to the portal, it will be necessary to configure a title for it, as well as the URL (that uses the HTTPS protocol) and the number of minutes for the system to reload (update) the page. Click on the "Save" button to implement the configuration.