Summary
Introducing the First AML Homepage. This is a highly personalised and actionable homepage experience that allows you to see tasks requiring your attention, your colleagues tasks and your current in progress cases.
How to navigate the homepage
The home page is what you see when you log into Source, the homepage has been designed to be a dynamic and comprehensive overview for your cases and workflow.
The top section under ‘My tasks’ allows you quick access to items you will need to review, requirements received and any OCDD alerts which are ready to be actioned.
You are also able to filter ‘My tasks’ to other platform users tasks, this could be useful for assisting others with their workload or if they are on planned or unplanned leave.
Cases
The next section is cases which will default onto your assigned cases, however you are able to filter this section to see other users cases or filter by office, case type and others.
There is also information surfaced for each case to allow you a high level overview of what is happening on each case. Each row is different information and some columns provide more information if you hover your mouse like the below animation.
Urgent case
Cases are able to be marked urgent and an emoji will pop up next to the case which has been marked urgent.
