8.5 Administration Favorites
The FA administrator and the BM portal administrator can access the administration area of the Favorites module (application) and create global favorites and global categories for all portal users.
8.4 Categories
All available favorite categories are listed under the Categories tab. The overview table shows the titles of the categories and indicates whether it is a global category. Global categories cannot be edited or deleted. Non-global categories can be adjusted or removed using the edit icon (pencil) or the delete icon (trash can). Additional functions: Search […]
8.3 Favorites
The following overview shows which actions can be carried out by the user and which by the administrator. Possible favorite types at a glance: In the Favorites tab, the user can choose between the options “New favorite” and “New favorite from link collection”. When creating a new favorite, the user must enter a name and […]
8.2 Favorite user groups (FA)
BM-Portal AdministratorHas full access to all functions and can create and manage global favorites and categories for all users. FA-AdministratorCan create global favorites and global categories for all portal users in addition to your own favorites and categories. User / UserCan create and manage personal favorites and categories.
8.1 Performance features
Creation of individual favorites Users can create their own favorites by defining a name and a URL. Optionally, a category, a short description and an icon can be added. These favorites are then displayed in the “Favorites” area on the dashboard. Global favorites Administrators have the option of creating global favorites and categories that are […]
8. favorites
The “Favorites” application allows users to create and efficiently manage preferred links, their own categories and personal favorites. These are available both on the dashboard under “Favorites” and in the application itself. Administrators can also create global categories and favorites that are visible and selectable for all users. If an administrator creates global favorites, these […]
7.8 Important information
Kanbanboard: Tasks from other applications cannot be moved manually to other columns in the Kanbanboard. The status is changed automatically after processing in the corresponding application. Projects without tasks: A new project is only displayed on the Kanban board if at least one task has been assigned to it. Project manager: When creating a new […]
7.7 Excursus Revision
The role of auditing in financial institutions is governed by various regulatory requirements (including KonTraG, German Banking Act §25a, MaRisk AT 4.4.3 BT 2, German Corporate Governance Code, CRD IV Implementation Act). These regulations influence both audit processes and day-to-day business operations. As the task management application controls an organization’s central processes, there is special […]
7.6.3 Settings
Under “Settings”, the administrator can make various configurations for notifications, archiving and deletions: Notification settings: Here you can specify whether notifications should be activated for the “Task management” module and whether an e-mail notification should also be sent. Archiving settings: The administrator can determine after how many days completed tasks are automatically archived. Deletion settings: […]
7.6.2 All projects
In the overview table of “All projects”, the administrator can: Edit a project Call up the detailed view of a project Delete a project The overview table contains the columns: Title, Description, Start date and End date. The filter options are the same as in the “My projects” tab: Search by title or description Selection […]