User Dashboard

What the User Dashboard is for

Everybody working with ZeeBORN has a handful of things they must not miss: a certificate about to expire, a requisition waiting for approval, a finding assigned to them, an analysis result nobody has looked at. The User Dashboard is where ZeeBORN collects exactly those things - for you personally.

Two points make it work well in practice:

• You decide what appears. Nothing is switched on for you automatically. You pick the entries you care about, and ignore the rest.

• Everyone has their own dashboard. Your settings belong to your user account only. A colleague who wants different information configures it separately, and what you mark as done does not disappear for anybody else.

There are 82 different entries to choose from across all modules. This guide explains how to configure them, and lists every single one of them below.

Where to find it

The dashboard itself is the User Dashboard page you can open from any ZeeBORN module.

To change what appears on it:

1. Open any ZeeBORN module.
2. Go to the ribbon Configuration.
3. Click Configure User Dashboard.

You now see the list of everything that can be shown to you.

The configuration window

The list is grouped in two levels: the module first (for example "Incident Reports"), and underneath it the groups of that module (for example "Incidents", "Items", "Other"). You can fold and unfold these groups.

Control	What it does
Collapse / Expand	Folds or unfolds all groups at once. Useful because the full list is long.
Overview	Shows a summary of everything you currently have switched on - the fastest way to check your own setup.
Green / grey icon in front of an entry	Shows whether the entry is switched on. Clicking it toggles the entry.

Switching an entry on opens its settings straight away, so you can choose how you want to be informed. Switching it off removes your settings for that entry.

The ways to be informed

Every entry can be shown as a User Dashboard tile - this channel works reliably today.

Notification is offered in addition, but is not yet reliable - this is still being worked on. For now the User Dashboard tile is the only channel to depend on.

Channel	What happens	Status
User Dashboard	The entry appears as a tile on your dashboard page. This is the quiet option: it waits until you look.	Reliable
Notification	Intended to appear as a pop-up notification while you work. Offered on most entries - see the note below.	Not yet reliable
E-Mail	Intended to send you an e-mail, useful for people who are not in ZeeBORN every day.	Not offered at the moment

Why there is no E-Mail tick box. Earlier versions showed one in the settings dialog, but no e-mail was ever sent by it. To avoid the impression that alerts are on their way when they are not, it has been removed until the function is actually built. Nothing configured is lost: a tick set on an earlier version is simply ignored and disappears the next time the entry is saved.

Why some entries have no Notification tick box. A few entries are meant for the dashboard only - currently the four changed by ship/office entries and Stock Corrections from Office. There the dialog offers User Dashboard alone. This is intentional, not a fault. As soon as those entries support notifications, the tick box appears again by itself.

In addition, every entry has a Priority: Critical, High, Normal or Low. The priority controls how prominently the entry is flagged and sorted, so the important things stay at the top when your dashboard fills up.

The settings an entry can have

Not every entry offers every setting - a certificate warning needs a number of days, a reminder does not. The list of all entries below states which extra settings each one offers. The complete set is:

Setting	What it does	Which entries have it
User Activity (switch at the top)	The master on/off switch for this entry. Switching it off discards your settings for it.	All
User Dashboard / Notification (tick boxes)	The channels described above. Only User Dashboard is reliable today; Notification can be set but is not yet sent reliably. There is no E-Mail tick box - see above.	All
Priority (drop-down)	Critical / High / Normal / Low.	All
Sites (drop-down and selection button)	Restricts the entry to certain ships: All Ships, My Ships, individually selected ships, or ship groups. Not shown on board, where there is only one ship anyway.	Most entries; the entry list marks the ones without it as "no ship selection"
Days field	How many days ahead you want to be warned. The label changes with the entry - "Certificates", "Items", "Changes within last (days)".	Marked in the entry list
Extra option (tick box)	A second yes/no choice specific to that entry - for example "due in days", "assigned to person/role only", "show in all modules". The label tells you what it does.	Marked in the entry list
Purchase Types (tick boxes)	Restricts a purchasing entry to certain document types: standard documents (RQ - PO), service quotations, agency requests, forward orders.	Purchasing entries, marked in the entry list
Explanation text	Some entries show a short explanation in the dialog of how "overdue" is calculated for them. Read-only.	Marked in the entry list

Entries with a batch action

Five entries let you clear several records at once instead of one by one: Unread Audits and the four changed by ship/office entries. On those tiles each line has a tick box in front of it, ticked by default. Untick the lines you want to keep, then use the button at the top of the tile - on the changed by ship/office tiles it is labelled "Batch - Mark read" - and everything still ticked is cleared in one go.

The four changed by ship/office entries have a few rules of their own - what counts as a change, when a line disappears, and how far back a tile looks. They are described under Counterpart Changes.

Why you may not see every entry in the list

If an entry described here does not appear in your configuration list, it is almost always one of these four reasons - and none of them is a fault:

1. Office-only entries. Many entries only make sense ashore, for example "Change Requests available" or "Replication Merge Conflicts". On board they are not offered at all. The reverse exists too: "Stock Corrections from Office" is only offered on board. The list below states this for every entry.

2. Permissions. You only see entries for modules you are allowed to use. If a whole module is missing from your list, that is a question for whoever manages your user rights.

3. Modules your company uses. Entries belonging to a module your company has not licensed are not shown - for example the EU ETS entries without the EU ETS module.

4. Company settings. A few entries depend on a feature being switched on for your company, such as double invoice approval or the Procureship integration. The list below notes these.

All 82 entries

How to read the table. Where tells you whether the entry exists on board as well or only in the office. Extra settings lists the additional fields described above that this particular entry offers - "-" means it only has the standard settings (channels and priority).

A note on the reminder tiles. All Show Reminder tiles carry two additional columns: Site (the ship the reminder belongs to) and Subject (the record it was attached to). This makes it possible to tell reminders apart at a glance when a tile collects entries from several ships or records.

General / System

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Data Transfer Information (Info only)	Status of the data transfer between ship and office. Information only - nothing to act on.	Ship + Office	Extra option ("show in all modules")
Document Transfer Information (Info only)	Status of the document transfer between ship and office. Information only - nothing to act on.	Ship + Office	Extra option ("show in all modules")
Installed Version	The ZeeBORN version currently installed on board.	Office only	-
Once a Day	Result of the last run of the nightly background job that performs the automated daily checks.	Office only	Extra option ("show in all modules"), no ship selection
Replication Merge Conflicts	Data conflicts from synchronising the ship and office databases that nobody has resolved yet.	Office only	-

Maintenance

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Change Requests available	Maintenance change requests sent in by a ship, waiting for office review.	Office only	-
Check Critical Equipment	Critical equipment that needs attention.	Ship + Office	-
Check Overdue Jobs	Maintenance jobs that are overdue.	Office only	-
Overdue Component Certificates	Equipment and component certificates that are overdue or fall due soon.	Ship + Office	Days field ("Certificates"), Extra option ("due in days")

Site Management

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Overdue Site Certificates	Ship or site certificates that are overdue or fall due soon.	Ship + Office	Days field ("Certificates"), Extra option ("due in days")
Show Reminder (Certificates)	Reminders you have set up for certificates.	Ship + Office	no ship selection

Drill Plan

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Drills changed by ship/office (counterpart)	Drills that the other side (ship or office) has edited or commented and that you have not read yet.	Ship + Office	Days field ("Changes within last (days)"), Extra option ("All changes until marked as read"), batch action, explanation text
Overdue Drills	Drills that are overdue. The settings dialog explains how 'overdue' is calculated for this entry.	Ship + Office	explanation text
Show Reminder (Drill Plan)	Reminders you have set up in the Drill Plan module.	Ship + Office	no ship selection
Unapproved Drills - current Status: Approved on Board	Drills that a ship has approved on board and that are waiting for final office approval.	Office only	-

Drugs & Alcohol

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Overdue External DrugTests	Externally scheduled drug and alcohol tests that are overdue.	Office only	-
Planned External Drug Tests	Externally scheduled drug and alcohol tests that are coming up.	Office only	Extra option ("within next days")
Show Reminder (Drugs)	Reminders you have set up in the Drugs & Alcohol module.	Ship + Office	no ship selection

Task Tracking

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Overdue Items Task	Task Tracking items that are overdue.	Office only	Days field ("Items"), Extra option ("due in days"), no ship selection
Show Reminder (Task Tracking)	Reminders you have set up in Task Tracking.	Ship + Office	no ship selection
Task assigned to Current User (Task Tracking)	Tasks assigned directly to you.	Ship + Office	no ship selection
Task assigned to Role (Task Tracking)	Tasks assigned to a role or group you belong to.	Ship + Office	no ship selection
Unassigned Task (Task Tracking)	Tasks that have not been assigned to anyone yet.	Office only	no ship selection

Purchasing

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Approved Requisitions	Requisitions that have already been approved.	Office only	Purchase types
Check on hold Purchase Orders - check, if latest send date is (over)due	Purchase orders on hold whose latest send date is due or overdue.	Office only (only if the on-hold PO feature is enabled)	Purchase types
Completed Quotations	Requests for Quotation where all supplier quotations have arrived and no supplier has been selected yet.	Office only	Purchase types
Error Log Export Invoice Simba available	Errors that occurred while exporting invoices to the Simba accounting system.	Office only (only if the Simba invoice export is set up)	no ship selection
Open POs	Purchase orders that are still open and assigned to you.	Office only	Extra option ("assigned to person/role only")
Open Requisitions	Requisitions that are open and waiting for office approval.	Office only	Extra option ("assigned to person/role only"), Purchase types
PO Received in Warehouse and Received on Board	Purchase orders that have been marked as received in the warehouse or received on board.	Ship + Office	-
Procureship Quotations without Supplier	Procureship requests for quotation that have no supplier assigned yet.	Office only (only if the Procureship integration is enabled)	Purchase types
Show Reminder (Purchase)	Reminders you have set up in the Purchasing module.	Ship + Office	no ship selection
Show urgent POs	Purchase orders flagged as urgent.	Ship + Office	Purchase types
Show urgent RfQs	Requests for quotation flagged as urgent.	Ship + Office	Purchase types
Show urgent RQs	Requisitions flagged as urgent.	Ship + Office	Purchase types
Supplier assigned	Requests for Quotation where a supplier has already been selected. This shows the result of the selection, not a pending step.	Office only	Purchase types

Audit & Inspect

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Audits changed by ship/office (counterpart)	Audits that the other side (ship or office) has edited or commented and that you have not read yet.	Ship + Office	Days field ("Changes within last (days)"), Extra option ("All changes until marked as read"), batch action, explanation text
Overdue Audit Reviews	Requested audit reviews that are overdue.	Office only	-
Overdue Tasks/Items (Audit)	Audit findings and tasks that are overdue.	Office only	Days field ("Items"), Extra option ("due in days")
Planned Audit	Audits that are planned to take place within the next few days.	Office only	Extra option ("in days")
Show Reminder (Audit)	Reminders you have set up in the Audit module.	Ship + Office	no ship selection
Task/Items assigned to Current User (Audit)	Audit findings and tasks assigned directly to you.	Ship + Office	no ship selection
Task/Items assigned to Role (Audit)	Audit findings and tasks assigned to a role or group you belong to.	Ship + Office	no ship selection
Unassigned Tasks/Items (Audit)	Audit findings and tasks that have not been assigned to anyone yet.	Ship + Office	no ship selection
Unread Audits	Audit reports that nobody has opened yet.	Office only	batch action

Risk Management

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Check Templates Risk Assessment	Risk assessment templates that are due for their periodic review.	Office only	Extra option ("due in days"), no ship selection
Open Risk Assessments	Risk assessments that are open and waiting for approval.	Office only	-
Overdue Tasks/Items (Risk Assessment)	Risk assessment findings and tasks that are overdue.	Office only	Days field ("Items"), Extra option ("due in days")
Risk Assessments (approved on board)	Risk assessments that a ship has approved on board and that may need office attention.	Office only	-
Risk Assessments changed by ship/office (counterpart)	Risk assessments that the other side (ship or office) has edited or commented and that you have not read yet.	Ship + Office	Days field ("Changes within last (days)"), Extra option ("All changes until marked as read"), batch action, explanation text
Show Reminder (Risk Assessment)	Reminders you have set up in the Risk Assessment module.	Ship + Office	no ship selection
Task/Items assigned to Current User (Risk Assessment)	Risk assessment findings and tasks assigned directly to you.	Ship + Office	no ship selection
Task/Items assigned to Role (Risk Assessment)	Risk assessment findings and tasks assigned to a role or group you belong to.	Ship + Office	no ship selection
Unapproved Hazards	Hazards used in risk assessments that have not been approved yet.	Office only	-
Unapproved Operations	Operations used in risk assessments that have not been approved yet.	Office only	-
Unassigned Tasks/Items (Risk Assessment)	Risk assessment findings and tasks that have not been assigned to anyone yet.	Ship + Office	no ship selection

Incident Reports

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Incidents changed by ship/office (counterpart)	Incident reports that the other side (ship or office) has edited or commented and that you have not read yet.	Ship + Office	Days field ("Changes within last (days)"), Extra option ("All changes until marked as read"), batch action, explanation text
Overdue Incidents	Incident reports that are overdue for follow-up. The settings dialog explains how 'overdue' is calculated for this entry.	Office only	explanation text
Overdue Tasks/Items (Incident Reports)	Incident findings and tasks that are overdue.	Office only	Days field ("Items"), Extra option ("due in days")
Show Reminder (Incident Reports)	Reminders you have set up in the Incident Reports module.	Ship + Office	no ship selection
Task/Items assigned to Current User (Incident Reports)	Incident findings and tasks assigned directly to you.	Ship + Office	no ship selection
Task/Items assigned to Role (Incident Reports)	Incident findings and tasks assigned to a role or group you belong to.	Ship + Office	no ship selection
Unassigned Tasks/Items (Incident Reports)	Incident findings and tasks that have not been assigned to anyone yet.	Ship + Office	no ship selection

Invoice Registration

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Open Invoices	Invoices that are still open and unapproved.	Office only	Extra option ("Check Days")
Partially Approved Invoices	Invoices that have received one approval but still need the second one.	Office only (only if double invoice approval is enabled)	Extra option ("Check Days")
Responsible for unapproved Invoices	Unapproved invoices where you are the responsible approver.	Office only	no ship selection
Second Approval Invoices	Invoices that still need a second approval.	Office only	Extra option ("Days before Due Date"), no ship selection

Ship Defect Reports

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Overdue Ship Defects	Reported ship defects that are overdue for resolution.	Office only	-
Overdue Tasks/Items (Ship Defects)	Ship defect findings and tasks that are overdue.	Office only	Days field ("Items"), Extra option ("due in days")
Show Reminder (Ship Defects)	Reminders you have set up in the Ship Defect Reports module.	Ship + Office	no ship selection
Task/Items assigned to Current User (Ship Defects)	Ship defect findings and tasks assigned directly to you.	Ship + Office	no ship selection
Task/Items assigned to Role (Ship Defects)	Ship defect findings and tasks assigned to a role or group you belong to.	Ship + Office	no ship selection
Unassigned Tasks/Items (Ship Defects)	Ship defect findings and tasks that have not been assigned to anyone yet.	Ship + Office	no ship selection

Office (Contacts)

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Contact Activities	Scheduled follow-up activities linked to your business contacts.	Office only	no ship selection

Charter Party

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Show Reminder (Charter)	Reminders you have set up in the Charter Party module.	Ship + Office	no ship selection

Bunker Reports

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Bunker Analysis received, not checked	Bunker fuel analysis results that have arrived but have not been checked yet.	Office only	-
Show Reminder (Bunker)	Reminders you have set up in the Bunker Reports module.	Ship + Office	no ship selection

EU ETS

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Show Reminder (EU ETS)	Reminders you have set up in the EU ETS module.	Ship + Office	no ship selection

Fuel EU

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Show Reminder (Fuel EU)	Reminders you have set up in the Fuel EU module.	Ship + Office	no ship selection

Lube Oil Analysis

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Lube Oil Analysis received, not checked	Lube oil analysis results that have arrived but have not been checked yet. Checking itself is done on board - the tile tells the office what the vessel still has to do. Clicking an entry opens the analysis directly.	Office only	-
Show Reminder (Lube Oil)	Reminders you have set up on a lube oil analysis.	Ship + Office	no ship selection

Stock

Entry (as shown in ZeeBORN)	What it shows	Where	Extra settings
Stock Corrections from Office	Pending stock correction requests the office has sent to the vessel, each with article, current quantity, change, new quantity, and who requested it when. An Approve / Reject link opens the confirmation list directly, so requests are noticed even when nobody opens the stock module. Only shown to users holding the permission to approve stock corrections on board.	Ship only	-

Three setups that work well in practice

The dashboard is only useful if it stays short enough to be read. These three examples are a good starting point - adjust them to your own role.

Superintendent in the office (a handful of ships). Switch on the entries about work waiting for you: Open Requisitions, Open POs, Task/Items assigned to Current User for the modules you work in, and the four changed by ship/office entries so you notice when your ships have been active. Restrict everything with Sites to your own vessels. Keep an eye on your User Dashboard tiles regularly - Notification is not yet reliable enough to depend on, and e-mail alerting does not exist yet.

Master or officer on board. Switch on Overdue Site Certificates and Overdue Component Certificates with a comfortable warning period, the assigned to Current User and assigned to Role entries of the modules you work with, and the four changed by ship/office entries so you see what the office has done. On board you do not need to restrict by ship - there is only one.

Someone who is rarely in ZeeBORN. Pick very few entries and check your User Dashboard tiles whenever you do log in. Priority Critical or High for the ones that really matter, so the important tiles stand out. (E-Mail alerts would suit this case, but they do not exist yet

• see the channels above.)

Questions we get asked

I switched an entry on and nothing appears. Is it broken? Most likely not. A tile only appears when there is actually something to show. Check the warning period too: with "due in 14 days", a certificate expiring in three months will not appear yet.

A colleague sees a tile that I do not have. Either you have not switched the entry on, or you do not have the permission for that module, or you are on board and the entry is office-only. The list of all entries tells you which of the three applies.

I marked something as read, and it came back. Marking as read applies to the state at that moment. If the other side changes the record again afterwards, it reappears - that is the point of the entry.

Does marking as read affect my colleagues? No. The read state belongs to your user account alone. Every colleague works through their own list.

How do I see what I have switched on? Open Configure User Dashboard and click Overview. That page lists your current setup.

Good to know

• Nothing is switched on for you automatically. A new user starts with an empty dashboard and builds it up as needed.

• Your settings survive updates. They belong to your user account, not to the installation.

• Ship and office are configured separately. If you work in both, you configure them on each side. That is deliberate: what matters on board is rarely what matters ashore.

• The tiles are a reminder, not a record. They tell you something needs attention; the authoritative data always lives in the module itself.