This page is part of the Mobile Dashboard online help. For an introduction to the online help manual, see Section 1.1, “Mobile Dashboard Online Help Manual Overview”.

The Mobile Dashboard provides an Agenda Environment that allows you to perform activities by answering a series of questions. The Agenda, on the left side of each page, contains lists of Agenda Items (sometimes called "activities"), each one of which asks you to provide information. When performing an activity that requires more than one step, an agenda item will then consist of several more detailed agenda items, which will be shown nested beneath the item.

The three major areas of the Agenda Environment are shown below, along with the most essential controls for navigation.

The principal features of the agenda and agenda items are illustrated below, showing how the status of activities and agenda items is indicated.

Each account initially has a single domain (Section 1.2, “The Mobile Dashboard - Basic Concepts”). If additional domains have been defined, then there will be a domain selection dropdown menu on the left, above the agenda, where you can select the domain to work on. (The dropdown menu is preceded by the text "Agenda for.") If you do not see the selection dropdown menu, then only a single domain exists and the agenda you see is for that single domain.

There is one agenda item always present, Start a new activity, which allows you to add new agenda items by selecting the activity you want to perform. The various categories of possible agenda items are discussed in (Section 1.4, “Starting New Activities”).

If a particular agenda item is composed of several nested agenda items, then it will have a small triangle to the left of the item. You can click on the triangle to toggle between expanding the agenda item (to display its sub-items) and collapsing the agenda item (to hide its sub-items). A green check mark in the box next to the item indicates that there is sufficient information provided to complete that item (although you might still want to change the information included in that item).

On the bottom right, below the view for the current agenda item, are four buttons that allow you to navigate between agenda items:

The process of adding new activities to the agenda, and completing them, is outlined below.

Instructions describing the information you need to provide for a selected agenda item are shown at the top right side of the page. Below the instructions is the view for the current agenda item, showing the specific fields and/or choices you are being asked to fill in for that agenda item.

As you provide the information requested in each agenda item, a red message will be displayed below the instructions if you need to provide more information, or if some problem is detected with your answers. Once you have provided the minimum required information to proceed past an agenda item, the item will be marked with a green checkbox. This green checkbox indicates that no problem is detected with your answers, and the minimum required information is present. However, in some cases you may need to provide further information to achieve your desired results.

Each agenda item has its own instructions and its own help page. Follow the instructions to complete each agenda item. Once you have completed an agenda item, you may press the Next button. Once enough agenda items have been completed, you will be able to complete the activity you are performing by pressing the Finish button.

You can have multiple agenda items (and thus multiple activities) in progress at the same time, and jump between agenda items, and between steps inside agenda items, by clicking on the desired item. If an agenda item is not selectable, because it depends on information which has not yet been provided, then the item will be grayed out.