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Home Page

The Home Page is the first page a user sees when they log into PPO. It shows all the current items assigned to the user and is designed to focus the user's attention on the most important items.

The home page defaults to the employee record of the user logging in. Should you wish to view another employee's home page, simply select their name from the employee drop-down list at the top of the page.

Should you wish to view the home page of an inactive employee, then deactivate the global filter and then select their name from the employee drop-down list.

If you do not see the Options section with the Employee dropdown, make sure that your user group has been granted access.  For more information about setting up user group access rights, read the following knowledge base article.

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Customising the Home Page

Users have the ability to customise their PPO Home Page by applying filters to each section on the home page.

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By default (if no filter is applied), the Home Page will show all items that are not filtered out by a global filter, that have been assigned to the user, which the user is the contact person for or which the user has updated. The user can then specify additional filters for each of the sections to show the items that they prefer.

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Users with the necessary access rights can also disable the global filters for each section on their home page.

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Note that this will disable the global filter for that entity throughout the instance.

Entities on the Home Page

Administrators can define the entities that should appear on the Home Page for all users on the instance. For more information on defining the entities on the home page, access the following knowledge base article.

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