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Understanding Your Dashboard

Learn about what each section means and the tools available to you

Updated over 2 years ago

The dashboard is a central location to assess key information about your account and users as well as undertake certain tasks. This is broken down into multiple sections:

Home

1. Calendar

This is your calendar where you can view facility bookings and other items that require reminders and visibility.

2. Quick Actions

Where you can quickly create an alert, create a notice or add a new task to the calendar.

3. Overview

See pending maintenance requests, pending user approvals and sms sent this month.

4. Activity Log

See a full history of recent activity within your account. Whether this be checking who logged in last or when the next notice is scheduled to be distributed, you can view it all here.

5. Portfolio

opens up the portfolio view

Portfolio

If you manage multiple sites, you can see a quick overview of your sites Maintenance Requests (Open and New), User Approvals and Tasks (Open tasks and Your Tasks).

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