👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ✅
Application User ✅
🔍 Purpose
This guide provides step-by-step instructions on how to navigate and use the Informed365 dashboard. It covers various modules, such as the Dashboard, Forms Module, Organisations Module, User Module, Teams Module, Groups Module, Reports and more.
🛠️ Prerequisites
Not Applicable
📝 Step-by-Step Guide
(a) Navigating the Application Dashboard (as an Administrator or Application Member)
1. Click on the Navigation Menu.
2. Click Dashboard.
3. For demonstration purposes, the Dashboard displayed is of our Modern Slavery Dashboard. However, client's may have access to alternate dashboards depending on their platform.
For more information on the Modern Slavery Dashboard, please view the article.
(b) Navigating the Application Dashboard (as a Reviewer or Application User)
1. Click here on the Navigation menu and select Dashboard. This is the dashboard view you will have if you are a supplier or a reviewer.
2. Click on the Forms Module.
3. Click on the green plus icon button to add and select your applicable form.
4. Click on the Organisations module.
6. Under the Organisation module, you will only be able to see your own organisation profile information. When logging in as a Reviewer, you will be able to see the supplier/user forms that have been assigned to you for review.
7. Click on the My Profile module
8. In this module, you can review your profile details and make any updates required.
9. Click on the Reviews module.
10. In the Reviews module, you will be able to see any review that has been assigned to you.
(c) Forms Module
In this module, you will find a list of all forms that have been sent out to each supplier and their completion rate. You will also find your Form template and Scoring Templates.
Note:
Reviewers will only be able to see any forms they have been assigned to review.
Application Users can only see forms that belong to them.
For more information, please refer to our Forms Module article.
On setting up your SAQ form template, please refer to our How to Create a New Form Template article.
(d) Organisations Module
This module provides a complete list of all suppliers within your application. You can search, create, edit, and download supplier details - if you are the profile creator. It also includes access to each supplier’s form information, if forms have been sent.
For more information, please refer to our Organisation Module article.
(e) Users Module
In this module, you are able to view, edit and download the complete user list that you have created from your application.
Applicable to Standalone application only.
For more information, please refer to our Users Module article.
(f) Teams Module
In this module, you can create, view, edit, and delete your teams. For each team, you can see a list of members along with their roles, abilities, and permissions.
Applicable to Standalone application only.
(g) Groups Module
In this module, you can create new groups as well as view, edit, and delete existing ones. A download function is also available, allowing you to export group information for reporting or record-keeping purposes.
For more information, please refer to our Groups Module article.
(h) Reports Module
In this module, you can extract detailed data to use for reporting. There are multiple options to choose from, including the report builder, which is very customisable.
Reporting options:
Report Builder
Export Form
Compare Forms
Preference report
Engagement Report
Form Actions Report
You are also able to set up recurring reports to be automatically sent at nominated intervals.
For more information, please refer to our Reports Module article.
(i) Workflows Module
This module enables you to set up automated workflows that trigger email notifications based on specific events such as supplier registration, form completion status, or form submission.
Workflows can be scheduled to trigger at various intervals after invitations are sent to suppliers. A Workflow Log is also available, providing a record of all completed workflows as well as those queued for execution.
For more information, please refer to our Workflows Module article.
(j) Emails Module
This module allows you to see the Logs of all emails sent from the platform and the status whether it is:
Delivered
Bounced
Pending
Unknown
You will also find your email templates listed in the email templates tab where you can create, view, edit or delete email templates.
For more information, please refer to our Emails Module article.
(k) Reviews Module
The Reviews module allows you to invite team members or external auditors to review specific supplier responses. This ensures that reviewers only see the responses relevant to their role, rather than the full set of questions.
The module also supports scoring and approval of supplier responses, which can be organised by different business functions or departments, depending on your organisation’s structure. You can create, edit, delete, and download reviews as needed.
(l) Settings Module
This module provides access to key platform configuration settings and backend options.
Sections include:
Details: View your application name and URL.
Options: Configure general settings such as privacy, authentication methods, mandatory organisation fields, form display options, and language preferences.
Themes: Manage the visual branding of your platform. Upload alternative icons, logos, or landing page backgrounds.
Files: Upload files to generate unique URLs, which can be inserted into Form Templates.
Payments: View the currency used for invoicing application charges. For payment setup, please contact your Account Manager.
Attributes: Add custom fields (e.g., vendor codes) to be included during new supplier organisation setup.
Applicable to Standalone application only.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.