Staff dashboard¶

The staff Dashboard presents configurable panels from the modules available to your account. Available panels, clients, sites, and actions depend on your role and assignments.

Configure the dashboard¶

Select Dashboard Filters to choose:

a standard date period or custom date range;
client and site scope when your role provides those choices;
a module or category;
the panels you want displayed.

Select Apply to save the panel selection and rebuild the dashboard. Cancel restores the last applied filter values.

Panel selection is saved for your user account. A panel can be absent because it was not selected, its module is unavailable, or your role cannot view it.

Work with panels¶

Panels can contain counts, charts, maps, lists, status summaries, or other module data. Some panels provide their own refresh or full-screen button.

Use the dashboard Refresh action to rebuild all currently selected panels. Larger dashboards may load panels progressively as they come into view.

Evacuation action¶

Authorized users may see an Evacuation action. It opens the evacuation-notification workflow for the selected scope.

Warning

Evacuation notifications can contact many people. Verify the client, site, template, and intended emergency procedure before confirming the send.

Troubleshoot dashboard data¶

If a panel is empty or unavailable:

Confirm the applied date, client, site, and module.
Confirm the panel is selected in Dashboard Filters.
Select Refresh once.
Compare with the corresponding module page before reporting missing data.