The first screen is shown when you log in to the system, and provides a real-time business event snapshot, to take timely action, or to measure and develop analytics for business reporting. Users can have different dashboards based on their user role.
(The Dashboard can be customized and changed. See System Dashboards page for the full instruction how to customize the System Dashboard)
Dashboard Sections
- Quotes: Provides timely reminders of leads that need following up with
- Service Schedule Chart: Provides a snapshot of recent shifts with their status
- Payroll/Invoicing Tiles: Allows you to easily identify shifts with missing timesheets, timesheets that still need to be approved, shifts that haven't been invoiced, and invoiced that haven't been marked as paid or cancelled
- Client Funding: Allows you to see plans that are ending, have a low budget, or are coming up for a plan review
- Alerts: Provide reminders of things that need to be followed up on such as police checks or drivers licenses for employees
- Leave: Displays a list of employee leave requests that are awaiting approval
- Incidents: Displays an overview of all open incidents with their status
Click on this link (System Overview Complete Guide) to download the complete System Overview guide
Click on the link (system dashboard) to download the current page guide
