## 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 **80 different entries** to choose from across all modules. This guide explains how
to configure them (sections 2 to 6) and lists every single one of them (section 7).

## 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 | {class="compact"}
|---|---|
| **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 three ways to be informed

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

**Notification** and **E-Mail** exist as settings in the configuration dialog, but are **not
yet reliable** - this is still being worked on. The tick boxes can be set, but for now the
**User Dashboard** tile is the only channel to depend on.

| Channel | What happens | Status | {class="compact"}
|---|---|---|
| **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. | Not yet reliable |
| **E-Mail** | Intended to send you an e-mail. Useful for people who are not in ZeeBORN every day, once available. | Not yet reliable |

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. Section 7 lists exactly which extra settings each entry offers. The complete set is:

| Setting | What it does | Which entries have it | {class="compact"}
|---|---|---|
| **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** / **E-Mail** (tick boxes) | The three channels from section 4. Only **User Dashboard** is reliable today; Notification and E-Mail can be set but are not yet reliably sent. | 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; section 7 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 section 7 |
| **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 section 7 |
| **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 section 7 |
| **Explanation text** | Some entries show a short explanation in the dialog of how "overdue" is calculated for them. Read-only. | Marked in section 7 |

### 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.

## 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. Section 7
   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. Section 7 notes these.

## All 80 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 from section 5 that this particular
entry offers - "-" means it only has the standard settings (channels and priority).

### General / System

| Entry (as shown in ZeeBORN) | What it shows | Where | Extra settings | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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. NEW. | 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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<br>(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<br>(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<br>(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 | {class="compact"}
|---|---|---|---|
| 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. NEW. | 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 | {class="compact"}
|---|---|---|---|
| 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. NEW. | 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 | {class="compact"}
|---|---|---|---|
| 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. NEW. | 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 | {class="compact"}
|---|---|---|---|
| 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<br>(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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| 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 | {class="compact"}
|---|---|---|---|
| Lube Oil Analysis received, not checked | Lube oil analysis results that have arrived but have not been checked yet. | Office 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 and E-Mail are not yet reliable enough to
depend on.

**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 for infrequent users are planned but not yet
reliable - see section 4.)

## 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. Section 7 tells you which of the three it is.

**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.

*[PO]: Purchase Order  
*[AZA]: local folder
*[(PO]: Purchase Order  
*[RQ]: Requisition  
*[(RQ]: Requisition  
*[RfQ]: Request for Quotation  
*[(RfQ]: Request for Quotation  
*[SO]: Service Order  
*[(SO]: Service Order  
*[SQ]: Service Requisition  
*[(SQ]: Service Requisition  
*[SRfQ]: Service Request for Quotation  
*[OoB]: Open on Board  
*[(OoB]: Open on Board 
*[ART]: Average Running Time (operation hours per day) 
*[MC]: Master Contract
*[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software)
*[.replic]: file extension for replication files (aka data transfer files)