The Workbench and Dashboard module in Interact SSAS provides users with a streamlined interface to efficiently manage and track pending tasks, transactions, and approvals. This feature consolidates all activities into a single, intuitive activity dashboard, ensuring users can quickly access and prioritize their workload and activities.

Key Features

• Unified Dashboard View: Displays pending applications, approvals, and requests in a centralized location.
• Role-Based Access: Users only see the tasks relevant to their authorization level.
• Quick Action Controls: Approve, reject, or update requests directly from the dashboard.
• Integrated Alerts: Notifications highlight urgent or time-sensitive actions.
• User-Customizable Interface: Future updates will enhance flexibility, allowing users to personalize their dashboard view.

Dashboard Functionalities

Social Security eServices Access Requests

• Displays pending eServices Access requests requiring review and approval.
• Requests appear in a numbered list with unread requests in bold.
• Users can access detailed request information and approve or reject applications.

Employer Registration Requests

• Lists pending Employer Social Security Registration Number (ESSRN) applications.
• Users can update missing details, approve, or reject requests.

Social Security Number (SSN) Applications

• Displays pending SSN applications for employees, self-employed individuals, and voluntary contributors.
• Users can review, approve, issue, or reject applications.

Contribution and Tax Return Filings

• Provides a list of pending employer contribution filings.
• Users can review and post contribution return filings for approval.

Case Management

• Displays pending case reviews and approvals.
• Users can access detailed case records and approve, reject, or escalate cases.

KYC Updates

• Lists pending Know Your Customer (KYC) update requests.
• Users can review submitted documents and approve or reject updates.

Financial Transactions

• Payable Vouchers: Lists vouchers requiring approval before processing payments.
• Penalty Notices: Displays pending penalty approvals.
• Invoices: Provides a list of pending invoices for review and approval.
• Cash Register Audits: Ensures proper reconciliation of cash register transactions.
• Opening and Closing Balances: Supervisors approve or reject daily cash register balances.
• Payment Requests: Lists pending payment requests requiring verification and approval.
• Employer and Self-Employed Contributions: Displays pending contributions for review.
• Contribution Refunds: Shows pending refund requests requiring approval.

Legal, Compliance and Delinquency Management

• Delinquency Requests: Lists employers or individuals flagged for delinquency.
• Delinquency Removal Requests: Displays pending requests for clearing delinquent status.
• Audit and Compliance Actions: Allows users to approve, reject, or escalate audit actions.
• Arrears Installment Agreements: Displays all pending agreements for review.
• Legal Notices and Actions: Displays pending legal notices requiring review.
• Court Orders: Lists pending court orders for processing.

Medical and Benefit Transactions

• Medical Assessments: Displays pending medical evaluation approvals.
• Medical Information Disclosure Requests: Lists medical document access requests.
• Healthcare Provider Patient Visits: Shows pending visit approvals from clinics and hospitals.
• Benefit Claim Applications: Lists applications requiring review and processing.
• Representative Payee Requests: Displays pending requests for representative payees.
• Certificate of Life: Lists pensioner or survivor verification requests.

Employee and Individual Management

• Individual Registration Changes: Displays updates to personal details (name, address, date of birth, etc.).
• Bank Detail Registrations: Lists pending approvals for beneficiaries’ bank account details.
• Education Institution Declarations: Displays pending student verification requests.
• Employee Profile Updates: Lists requested changes to employee records.
• Reinstatement Requests: Displays pending reinstatement requests.

Messaging and Communication

• Internal Messages: Displays unread messages from other Interact SSAS entities.
• Grievance Submissions: Lists complaints filed by employees or self-employed individuals.

Document Management

• Documents Loaded: Displays all loaded documents which require further review or approval.

The Workbench and Dashboard module in Interact SSAS ensures an efficient, transparent, and user-friendly experience for managing all social security-related transactions. By centralizing critical tasks and enabling rapid processing, the module enhances overall operational efficiency and compliance.

Workbench Details and Screenshots

Interact SSAS is designed to make it easy for users to quickly perform their tasks in the system and to see which tasks are pending so they know how to prioritize their work.

Since the entire application is one single suite, all activities can be consolidated in one single Dashboard or Workbench where the transactions will be processed.

Through the Granular User Access Control, the system manages which users can view which data.  This also applies to the Dashboard below which will only display the activities for which a particular user is authorized.

The functionality for this is quickly evolving as we introduce more features and options to improve the User Experience (UX).

Upcoming updates will provide extensive flexibility to the User Interface to enable users to choose what should be displayed on the screen

Figure 1: Dashboard / Workbench and Activity Grid