Dissemination App Dashboard
The Dissemination Dashboard is a centralized interface where you can view, manage, and track your inventory sharing activities. It shows which inventories need to be disseminated, their current status, and key details like deadlines and client names.
The Dissemination App offers a centralized dashboard for efficiently managing inventory sharing and access requests.
- Inventories to Disseminate:
This section lists all the inventories you have yet to disseminate. Each inventory displays:
- Shareclass ID: A unique identifier for the share class.
- Client Name: The client associated with the inventory.
- NAV Date: The Net Asset Value date for the inventory.
- Deadline: The date by which the inventory should be disseminated.
- Status: Indicates if the inventory is “Not Disseminated” or “Disseminated.”
- Access Requests: Manage and track requests from your clients.
- Uploads: Maintain an audit trail of every file uploaded for transparent record-keeping.
- You can filter the inventories to see only Un-disseminated inventories.
- Upload inventory: allows you start a new inventory upload at any time.