Page Comparison

The dynamic nature of the Workspace Landing page can be seen below. Depending on the status of the client workspace, a different Landing page is displayed, designed to streamline the process of putting the information you need at your fingertips.

The Prospect status is for clients currently in the sales pipeline. The landing page for these workspaces provides access to items appropriate for this stage. The Client landing page reflects those items you need to track after the client is onboard:

1. User Modules
   User modules are the individual dashboards and tools within ClientSpace that are configurable at the user level. These act as a "Frequently Used" modules list for the ClientSpace user. Clicking a user module will open it in the Left Nav Work items area.
2. Work Items - Left Nav
   Work items are generally available throughout all stages of client development - this is your multi-task list of open items and will contain a series of collapsible work items that can consist of Modules, such as search and report dashboards, dataforms, tasks and so on. More information on work Items can be found in the article Navigating ClientSpace Next.
3. Header
   The header consists of a dark bar across the top of the page where information can be displayed and a container below it for the WSL tiles (see below).
4. WSL Tiles
   WSL (Workspace Landing) Tiles are Status dependent and designed to give you quick access to the information you need for this client. Most WSL Tiles can be drilled into using an icon to provide even further detail.
5. Action Center
   Action center items are generally available throughout all stages of client development - see detail later in this document.
6. Links
   Links are configurable and provide a method for accessing the dataforms and reports necessary to this stage of client development. Links commonly include the Pricing Console, Contacts, Collateral form, locations and more.
7. My Actions - Right Nav
   The action items at the bottom of the right nav represent the tasks and activities used for client management - if your user account has time tracking enabled, a time tracking menu will also appear here. More information on My Actions can be found in the article Navigating ClientSpace Next.
8. Lists
   List items at the prospect stage are primarily sales related activities - these are the calls, visits, and emails which are produced during the sales process.
   Client Stage list items include Client Service Cases, as well as Workers' Compensation and Unemployment Claims. These lists act like pre-filtered dataform lists, allowing you to edit the visible list items, or drill into a full search window.
9. Dataform Search
   Dataforms not directly accessible on the landing page through embedded lists, or linked to the landing page as Action items are available through the Workspace dataform search at the bottom of the Workspace Landing Page. Dataforms are classified into Groups, and these groups are available from a series of icons at the bottom of the Workspace Landing page. Clicking a dataform item will open it in your Left Nav as an active work item.