The Management dashboard

The Management dashboard is a private page for clinic admins and managers. It pulls what managers need into one place: forms to handle, schedule requests, chores, QA, training, check-ins and more.

Who can see it

Clinic admins always can. Admins can also give it to people in a management group, or to named people. Everyone else never sees it.

How to get there

• The briefcase icon in the header (Management)
• Management in your avatar menu
• The briefcase door on the clinic home, if your clinic uses Dashboard 2.0

Dashboard and Team

Switch between the two at the top.

Dashboard is a page of cards. The standard set includes:

• This week: one friendly line about check-ins due, birthdays and who's behind
• At a glance: counts like forms to handle, schedule to approve, chores open now and QA to audit
• Check-ins, Shoutout ideas (with a one-tap kudos) and Birthdays & anniversaries for the next 30 days
• Team forms, Schedule requests, Chores by room, People in training, On shift today and Open work
• QA cards, like QA overview, QA pipeline and QA by person

More cards are available, such as Coverage heads-up, Meeting agenda, Team pulse and My notes (a private notepad only you see).

Team lists everyone, with counts of people who have never signed in, are on a temporary password or are deactivated. Tap a person to open their page. Depending on what admins allow, managers can edit names and job titles, put people in groups, invite staff, and help people sign in.

Person pages

Each person's page shows their profile card details plus Check-ins, Goals, Growth (training, Fetch days and kudos) and private Manager notes. Tap Check in to record a check-in, or Kudos to send a shoutout. Check-ins you choose to share show up in that person's My space, where they can reply.

Make it yours

• Customize: show, hide, reorder and resize cards, pick a theme and colors, and set card options.
• Decorate: drag stickers, magnet letters and photos anywhere. They sit behind your cards.

Your layout is yours alone. Other managers set up their own.

Related

• Set up the Management dashboard