Dashboard

For the Dashboard feature to be effective, clients must be assigned at least one navigator. To learn how to assign clients to navigators, see VIDEO: Locate Clients Not Assigned to and Assign Navigators to Client Profiles.

If you prefer video walkthroughs, see VIDEO: Dashboard.

Table of Contents

• Dashboard - The Basics
• Navigate Your Dashboard
• FAQs

Dashboard - The Basics

The Dashboard feature is accessible via the left-most option in the system navigation bar:

Your Dashboard helps keep your caseload organized by displaying client events and due dates in one place.

Clients must be assigned at least one navigator to appear on Dashboards. For help on how to assign navigators to clients, see VIDEO: Locate Clients Not Assigned to and Assign Navigators to Client Profiles.

As you begin using your Dashboard, it may seem that some filters display fewer options than they should. These are “smart” filters and are designed to display only options that are relevant to the time range selected. For example, if you do not see a Program filter option, it is because the selected date range does not include any Program-related events. 

Standard Users can view only their own clients or the clients of navigators who are assigned to the same Role. If a navigator is out of the office for a period of time, other navigators within the same Role can view and keep a tab on the absent navigator's caseload.

Agency Admins have the ability to view all navigators' clients in their Dashboard.

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Navigate Your Dashboard

Your Dashboard has four main areas:

1. Interactive Mini Calendar and Date Navigation Bar
2. Current Week's Tasks
3. Dashboard Filter Options
4. Dashboard Events in Sortable Columns

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Interactive Mini Calendar and Date Navigation Bar

The top left corner of your Dashboard contains a mini-calendar which you can use to jump to specified start dates to view client events.

Across the top of the dashboard, you will see a date navigation bar. Use the time frame toggles to view client events beginning on the start day for the following Day, Week, Month, and Year. All dashboard events captured within the selected time frame will display in the list of dashboard events below.

At any time, you can click the RESET TO TODAY button on the right to reset the time frame's start date to the current date.

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Current Week's Tasks

All dashboard events that are due or occurring this week will be displayed on the left under THIS WEEK'S TASKS. Use the blue FILTERS drop-down list to display the different types of events. By selecting or deselecting the checkboxes next to each type of event, you will show or hide all of that type's events for the tasks listed below.

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Dashboard Filter Options

Across the top of the Dashboard's main screen, you'll see a series of drop-down filters. When each filter is selected or changed, the client events and due dates listed below will update accordingly.

You can filter Dashboard events by:

• Type - This is the area of the system under which each dashboard event is contained:
  • Assessments
  • Programs
  • Trainings
  • Goal Plans
  • Services
  • Forms
• Description - These are the events:
  • Descriptions become available or disappear depending on what type of events are selected.
• Navigators - Select or deselect other navigators to see or hide their dashboard events:
  • Agency Admins: You have the ability to see all your staffs' clients and dashboard events. See each navigator's dashboard events by selecting the checkbox next to their name in the drop-down list.
  • Standard Users: All navigators who are assigned the same Role can view each other's dashboard events by selecting the checkboxes next to their names.
• Status - Filter the events based on the event or due date:
  • Past Due
  • Current (today)
  • Future
• Event Creator - Displays the names of all navigators who have created an event in client records that are displayed below
  • Navigator event creators can be toggled on or off

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Dashboard Events in Sortable Columns

All dashboard events captured within the selected date range and filter options will appear in this portion of the screen. Your Dashboard has six columns:

• Type - corresponds with the Type filter from the filter options
• Detail - each Detail listed is a link that will open the client record to the corresponding page in a new tab
• Client - displays the client name
• Date - displays the event date
• Navigators - displays all navigators assigned to the client profile
• Event Creator - displays the navigator who created the event

Each column is sortable in ascending or descending order. Simply click the  up and down arrows next to each column heading to sort all displayed Dashboard events by that column.

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FAQs

• Is this different from the Client Schedule? 
  Yes, the Dashboard provides a comprehensive view of all scheduled items for a navigator, while the Client Schedule displays schedule information specific to individual clients.