Kavi® Status Tracker Help

Appendix I. Organization-Wide Project Views

These are default views of projects and activities that may be installed in the Member Area or Public Area of your organization's website. Though these views are default, they must be installed by Kavi or an authorized channel partner so the exact location and configuration of the view can be tailored to suit the organization. These screenshots are from the Kavi Demo site. Views on your website will reflect your site's branding and may include fields or options that aren't present in the default examples.

Views displayed to the public or general membership may be simpler than the detailed views displayed to group members, such as the examples shown in the Concepts document Group Project Views. Public-facing views are sometimes filtered on Project State to prevent project details from being disclosed prematurely, but this has to be balanced with appropriate level of openness for compliance with the requirements of accreditation organizations such as ANSI.

Projects List View

This default view is used to display a list of projects. It is installed in the Members Area and configured to retrieve projects based on Project Type.

Figure I.1. Sample View of Projects Selected by Project Type

Screenshot of
	    https://sdo.demos.kavi.com/members/st_policy. This example
	  from the Kavi SDO Demo site shows a list of policies in
	    different states of development.

Kavi Status Tracker is a convenient way to manage and display organization bylaws, policies and operating procedures. This view displays all projects that have the 'Policies' Project Type. Project information is kept quite simple, showing the Project Name, Project State and an Action link that the viewer can click for more information.

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Single Project View

A single project view is usually accessed by clicking an Action column link on the Projects List View. Single project views are built-to-suit, and may display both default and additional project data fields.

Figure I.2. Single Project View Example

In this example page from the Kavi SDO Demo
	    site, a single Policies project is displayed. The name of
	    the Policies project is used for the page title, followed
	    by the set of
	    data fields that the organization selected for display. In a real world instance, a view like
	  this could include a link to an HTML or PDF version of the
	    policy document. At
	    the end of the page a 'Back to Project Listing' button
	    returns the viewer to the list of all Policies projects.

In this example from the Kavi SDO Demo site, a single Policies project is displayed. The name of the Policies project is used for the page title, followed by the set of data fields that the organization selected for display. In a real world instance, a view like this could include a link to an HTML or PDF version of the policy document.

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