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Using the Dashboard Screen

The Dashboard screen is the home page for the software. Use this screen to view and create messages for your agency, as well as to view records that might require your attention. The Dashboard screen is divided into the following areas:
  • Agency Logo: Displays the logo, name, city, state, and phone number of your agency. Your administrator manages this area.
  • Post: Used to create a new post to add to the Bulletin Board area.
  • My Items: Displays important items that might require your attention. Items are grouped into tabs, such as Workflow and Daily Logs.
  • Bulletin Board: Displays posts from other users with important information.
  • My Supervisory Items: For administrators and supervisors, displays important items that might require your attention in a supervising capacity. Items are grouped into tabs, such as Workflow and Daily Logs.
To return to the Dashboard screen from any other screen, click the logo in the upper-left corner.

Related Articles:
"Using the Post Area of the Dashboard Screen"
"Using the My Items and My Supervisory Items Areas of the Dashboard Screen"
"Using the Bulletin Board Area of the Dashboard Screen"

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