Meet the Action Dashboard—your hub for daily tasks with quick links, pool tests, messages, and more.
Chapters:
00:00 Introduction to Action Dashboard
0:35 Quick Link Buttons
00:50 Pool Tests Card
01:10 Messages Card
1:22 Staff Card
1:32 Forms Card
1:44 Schedule Manager Card
Key Steps
Log into the Action Dashboard
Access the dashboard using your assigned credentials.
Note that users without the Facility Manager module will have a streamlined login experience.
Familiarize with the Dashboard Layout
Identify the main components of the dashboard:
Quick Link Buttons: Located at the top for easy navigation to frequently used areas.
Pool Test Card: Displays the most recent pool test results.
Messages Card: Shows recent messages posted or sent.
Staff Card: Highlights the most recent audit forms completed for the logged-in user.
Forms Card: Provides access to forms based on user permissions.
Schedule Manager Card: Offers tools for managing shifts and availability.
Accessing Quick Links
Click on the quick link buttons to navigate to the desired section quickly.
Remember that customization options for these links are planned for future updates.
Review Pool Test Results
Regularly check the Pool Test Card for the latest testing data.
If you do not have access to this feature, the card will not be displayed.
Check Messages
Review the Messages Card for any recent communications.
For detailed usage of the messaging feature, refer to the dedicated video tutorial.
Complete Audit Forms
Use the Staff Card to view and complete the most recent audit forms assigned to you.
Access Forms
Click on the Forms Card to find and complete necessary forms efficiently.
Ensure you have the required permissions to access specific forms.
Manage Schedules
Utilize the Schedule Manager Card to update your availability and manage your shifts.
Familiarize yourself with the scheduling tools available for front-line staff.
Tips for Efficiency
Make it a habit to check the dashboard at the start of your shift for any updates or messages.
Use the quick links to save time when navigating to frequently used areas.
Regularly review the Pool Test and Messages Cards to stay informed about operational needs.
Set reminders to complete audit forms and check your schedule to ensure you are up to date with your responsibilities.
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