Learn how you can navigate your Work Author dashboard and manage your notifications.

Contents

• Introduction
• Navigating the dashboard
  • Introduction to document statuses
• Managing notifications
• Enabling and disabling notifications
• Getting support

Introduction

Navigating the dashboard

When you log in to Work Author, your dashboard appears. From the dashboard you can easily navigate to different parts of Work Author:

• Use the top navigation bar to start a new document or assessment, view your notifications, or get extra support.

• Use the left-hand menu to view documents, assessments, and settings. Super users can also access reporting and admin settings here.

In the middle of the dashboard, you’ll see a “My recent documents” or "My recent assessments" section that lists all your latest documents and assessments that you have interacted with. 

Each card on the dashboard represents a document or assessment that you are working on or completed. Hovering over the card will provide more details on that particular document/assessment, such as the date and time when the document was last modified.

Active assessments you have access to are listed first, followed by your documents. Click on an item in the list to open it. 

Clicking "View all" in the top right of the headings will take you to the full list of documents/assessments.

For documents, you can:

• See if it’s part of a group of ‘linked’ documents
• See when it was last viewed
• See your role 
• See the document status
• Delete draft documents (more here)
• Archive completed or published documents (more here)

For more information on managing and finding documents, see this article.

Introduction to document statuses

Understanding document statuses on Work Author helps you track and manage your work efficiently.

Status	Image	What does the status mean?
Draft		A document is in progress, not yet completed.
Completed		All questions are answered, and the document owner has finished the document so it can no longer be edited. If no further workflows are enabled, then this is the final document status.
Published		If workflows are enabled after a document is completed, this indicates that the workflow is fully completed.
Archived	n/a	The document is completed or published and has been moved to the archive by the document owner. Archived documents won't show on your dashboard but are still in "My Documents".

Viewing your profile

You can view your profile by clicking on your avatar in the top right corner of the screen.

You can use your avatar to sign out, or view your full profile.

Your profile will show:

• Your name
• Your Work Author email address 
• Teams assigned to you
• Your role

Managing notifications

By default, you will receive notifications by email and in Work Author. To change your email preferences, see the next section.

These is the standard list of notification triggers:

Viewing notifications:

In Work Author, notifications appear in the top right corner of the platform.	To view all your notifications, click the notification icon and then click "See all." This will open your Notifications centre.

When you open your notifications, they will be grouped into unread and read, with the most recent at the top. Click on the tabs to switch between them.

In top right:	In Notifications centre:

Enabling and disabling notifications

To change your email notification preferences:

1.   Click the notification icon in the upper-right corner.

2.   Click "See all" to open the Notifications page.

3.   Click the "Settings" tab.

4.   Use the toggle to enable or disable email notifications.

If email notifications are enabled: You will receive email updates and in-platform notifications.

If email notifications are disabled: You will only receive in-platform notifications.

Getting support

For extra help in Work Author, click the Help Information icon in the top navigation bar:

A panel will open on the right with more information to assist you.