Getting Started with the Dashboards
After logging into your system, you will see your dashboard.
As an admin you will have full access to the dashboard: Welcome card, Percentage card, Average form duration, Status card
As a parent you will be limited to only viewing the following sections on your dashboard: Welcome card & Status card
Date Range Filter:
The date filter will default to the "last 3 days".
You can select a range of filters to see the data displayed on your dashboard
After selecting a filter (last 3 days, last 7 days, last 4 weeks, 90 day or a custom date range):
Sections of your dashboard will automatically populate data according to the filter/date range selected.
Welcome Card
Displays today’s date/time with four actionable/clickable buttons.
These buttons populate a numbered value accounting for the amount of completed interviews, in-complete interviews, interviews not-stared, pending signatures at your center or items that require a parent’s action.
Once either of these buttons are clicked/pressed, your system will automatically display the interview data under the Average Form Duration Card & Status Card.
Percentage Cards
These are non-clickable elements/cards that will automatically generate data accordingly.
The date range filters do not communicate with this section of your dashboard.
For example: if you select or enter a custom range date filter, you will not see a change in data in this section.
Interviews Completed in 24 hours will display all interviews completed at your center within the past 24 hours.
Interviews completed in 48 hours will display all interviews completed at your center within the past 48 hours.
Average Form Duration:
When any date filter and completed or in-progress (aka in-complete interviews) is selected:
This card will display the average amount of days it takes a parent to complete a given interview.
This card will only display completed/in-progress interviews.
Status Card
When a date filter is selected and these buttons are pressed on the Welcome Card: Completed Interview, In-complete Interview, Interview not-started, Pending signature.
This card will display all correlating interview statuses or e-signature statuses.
Each status row will have a button under the "action" column.
The "action" button immediately redirects users and allows them to:
Complete an in-completed interview.
Begin an interview that has not been started.
Complete an e-signature that is pending and has not been e-signed.
Export/Save a completed interview.