Introduction to the Clausion Web Client

When entering the Clausion Web Client, the dashboard opens.

v25.07:  The dashboard shows your name along with a welcome note. You can see three sections , Recently Viewed, Favourites, and v26.10: Comments displayed below your user name.

v26.06:  Another section, Workflows, is also available on the dashboard. The Workflow section is configured with parameter Dashboard_Layout. From the dashboard’s top-right corner, you can also customize visible sections via the settings (cog) icon.

v26.09:  You can open and edit templates from the widgets in a new browser tab. Click the ellipsis menu icon in the widget and click Open to open the task on a new browser tab or Edit to edit the task in a new browser tab.

By default, the home page is shown wide, and the navigation bar is collapsed (narrow).

You can expand the bar by clicking the circle button with an arrow on the right side edge of the bar:

By clicking the Home icon on the navigation bar, you return to the dashboard from any other page.

The navigation bar and the tasks are available in the Clausion Web Client in three languages (Finnish, English, Swedish).

• It is possible to keep the navigation bar visible all the time as wide, or you can collapse it as a narrow bar to the left side of the screen.
• The server connection is displayed in the browser tab name.

The administrator tasks that have not been implemented yet are not visible in the Web Client (for example, managing of accounts and units).

v26.10:  Comments

In the Comments widget, you can has see all the template comments to which another user tags you.

Viewing Comments

The widget displays comments in reverse chronological order, with the most recently added comment shown first. For each comment, you can see:

• The date the comment was added
• The username of the person who added the comment
• The comment text (with hover functionality to view the full comment if it is lengthy)
• The template name where the comment was added
• The selection criteria used when the comment was created

Navigating to Comments

You can click on any comment in the widget or use the Open button to navigate directly to the template where the comment is located. When you open a comment from the dashboard, the template loads automatically in a new tab, and the ribbon opens by default, allowing you to immediately view and reply to the comment.

Managing Comment Status

Once you have addressed a comment or completed the associated task, you can mark the entire comment thread as resolved. Resolved comments are removed from the dashboard widget, so you see only active comments that require your attention. This allows you to use the Comments widget as a task list for tracking pending items.

Note: You can only see comments on templates to which you have been granted access. If another user tags you in a comment but you do not have access to the template, the comment will not be visible until the template is assigned to your role.

v26.06:  Workflow view

The Workflow view provides an overview of all open workflows, each displayed in its own tab starting with the most recent. Selecting a tab opens it in the main view. Administrators can see all workflows, while doers and reviewers only see workflows that include tasks assigned to them.

The top-right corner includes search, refresh, and expand/minimize options. The search function works across all columns, such as units, reviewers, doers, and status. A status filter allows you to refine the list; by default, all statuses except approved are selected, making the view useful as a task-oriented to-do list.

You can expand a task using the arrow next to the task name to reveal details like units, assignments, subtask statuses, comments, and attachments. Color-coded triangle icons indicate urgency (yellow for nearing due date, red for overdue).

Clicking a task, unit, comment, or attachment opens the Workflow execution screen with the relevant context.

v25.06:  Resource Center

Resource Center provides access to resources that help you to get up to speed with the product faster. The resources include help articles, videos, and other resources such as links to the user documentation site, customer support, and an Aha form for submitting feature and improvement ideas.

To access the Resource Center, click the question mark icon at the bottom of the left navigation menu. The Resource Center panel will open, displaying the available resources. You can search for resources using the search field and filter the results to show only articles or videos by selecting the respective tabs.

Resource Center is available for the Clausion Web Client and Clausion on ISW Platform.

v25.05: Lineos AI Assists

If you are using Clausion Web Client on ISW Platform you can utilize Lineos, the AI tool for Clausion on ISW Platform. Lineos includes Lineos Doc Assist and Lineos Data Assist.

LineosDoc Assist

With Lineos Doc Assist, you can utilize natural language processing (NLP) algorithms that understand context and retrieve the most relevant sections of the documentation based on user queries. This saves time and improves productivity by providing accurate information promptly.

To use Lineos Doc Assist:

1. Click the Lineos icon in the bottom right corner of the user interface.
2. The Lineos chat box will open with the Doc Assist tab active.
3. Type in a question about the use or features of the product.
4. Press the Enter key or click the up-arrow button at the right end of the text field.
5. Lineos will provide a summarized answer based on the user documentation and links to specific source articles on the user documentation site.
6. Ask for more details in the chat to continue the query.

Lineos Data Assist

Lineos Data Assist can automatically scan through vast datasets, identify patterns, detect anomalies, and provide insights that help analysts make informed decisions faster.

v26.06: Data Assist is supported on input templates, reports and drill-down views.

To use Data Assist:

1. Open a template with your data.
2. Select the cells you want to analyze.
3. Right-click on the selected area.
4. Choose "Analyze Data with Lineos" from the menu.
5. The Lineos chat box will appear with the initial analysis.
6. Ask for more details in the chat to continue the analysis.