Planned Tasks Board

Planned Tasks Board is used to get an overview of all planned accesses (Access), across person and status. There are also six shortcut fields for selected persons and accesses.

The following information is displayed:

  • Planned Access Tasks shows all accesses that have a deadline (by default last quarter, which can be adjusted in the top right corner).

  • Five graphs further filter the view of accesses: By Owner, By Stage, By Manager, By Application, By Company and By Department.

15643281926556

Master data card

Each Access is displayed with an expandable master data card showing Expires, Deadline, Owner, Person, Name, Stage, Modified On, Modified By and Created On
(Owner = the user who created the access or who has to do something with the access, e.g. approve it).

The color on the left reflects the stage.

15643311741596

Shortcut fields

There are six shortcut fields. Click on the box to see a pop-up list of people. The three person shortcut fields are filtered together with the rest of the board. The six fields show the following:

  • Modified Persons (modified in the last 7 days)

  • Changing Persons (planned change of person status in the next 93 days)

  • Conflicting Persons (marked with import conflict)

  • Modified Accesses (accesses modified in the last 7 days)

  • Expiring Accesses (accesses that expire in the next 33 days)

  • Pending Accesses (accesses in Approve, Implement or Remove)

15643311740828

Functionality

Filtering by date:

15643311742492

Filtering from other fields via Global Filter.

4410619653138

Save frequently used filters. Use Saved Filters above.

The following Dynamics 365 users have access to this board:

  • Users with one of the Dynamics 365 roles CCS Service Desk, CCS Administrator eller CCS Auditor. CCS Auditor cannot create, edit or delete data.