Overview
My Workspace is your personal home base inside the platform. It gives you a cross-cutting view of what’s happening across all areas without having to navigate into each one individually. It also hosts managed documents when an operator needs the maintained copy of a guide, note, policy, or imported source.
Key Concepts
- Tiles — Summary cards for each platform area showing the metrics most relevant to your role. Tiles update in real time and act as shortcuts into the area they represent.
- Activity Feed — A chronological stream of recent actions across the platform, filtered to things you’re involved in or watching.
- Calendar — Upcoming dates pulled from your backlog items, leave requests, deadlines, and any scheduled events in the areas you have access to.
- Managed Documents — Maintained documents with lifecycle state, versions, references, and publication status.
- “Needs you” inbox — The one place for business decisions that need you now. Routine technical recovery stays with your digital team, while money leaving the business and public actions always come to you.
What You Can Do
- See a consolidated health snapshot across portfolios, compliance, HR, and operations from one screen
- Click a tile to jump directly into the relevant area
- Review recent activity from colleagues and digital coworkers without leaving your workspace
- Access your calendar for today’s events and upcoming deadlines
- Open Managed Documents to review document state, versions, and references
- Use your digital coworker to get a personalized briefing on what needs your attention
- Open the “Needs you” inbox to review plain-language decision cards, weekly batches, and the full technical record when needed