W&3STools

# 1.- DashBoard

ℹ️ This module is only available to users with manager and administrator role.

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# 1.1- KPI Module

Clicking on the KPI Module present the performance indicators used by the organization to monitor and control system processes.

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# 1.1.1- Components

Label Type Description
Business Card Business with due diligence (KYB).
Persons Card Persons with due diligence KYC.
Blacklist Card Blacklisted people or businesses.
Users Card System users
Consultations Graph Graph of number of Business/Persons with due diligence KYC.
Reports Graph Graph of number of Reports.

# 1.2- Reports Module

Clicking on the Reports Module present the elements to generate the different reports managed by the organization for printing in pdf format.

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# 1.2.1- Components

Icon Label Type Description
➖ Records Table Show list person/business.
➖ ID Table field Show ID person/business.
➖ Name Table field Show Name person/business.
➖ Number Table field Show Number person/business.
➖ List Table field Show # list person/business.
➖ Upload Table field Show command button upload.
➖ Actions Table field Show actions button.
An image: selection list List Selection list person/business.
An image: Search element Command Search person/business.
An image: Upload Button Command button Upload file signed.
An image: Print Button Command button Print Report unsigned.
An image: View Button Command button View Report signed.
An image: Delete Button Command button Delete Report signed.

# 1.2.2- Step by step to generate a report.

✅ 1. Select person or business from the selection list.

✅ 2. List the name of the person/business you want to report.

✅ 3. Click the print command button on the right.

✅ 4. Check the generated report data in the pop-up window.

✅ 5. Save the document to any folder of your interest.

# 1.2.3- Step by step to upload a report.

✅ 1. Click the upload button and locate the signed document you want to append on your hard drive.

✅ 2. Select the signed document.

✅ 3. Click the OK button on the pop-up screen.

✅ 4. Verify that the signed document buttons and the delete document button appear in the actions column.

# 1.2.4- Step by step to view a report.

✅ 1. Select person or business from the list.

✅ 2. Click the view button of the signed document that you want to verify.

✅ 3. Please check the document.

# 1.2.5- Step by step to delete a report.

✅ 1. Select person or business from the list.

✅ 2. Click in the delete button.