Office work · Reference
Read the dashboard and open follow-up work
Use attention counts and linked records to decide what needs review.
- Where
- Staff portal > Dashboard
- Access
- Staff sign-in; destination records retain their own permissions.
Daily review
- Open Dashboard and allow the counts to finish loading. If an error appears, retry before treating a number as current.
- Review the available program summaries and attention items. Choose an item to open its related section or record.
- Check the record status, dates, and history before deciding whether action is needed. A badge is a prompt to review, not an approval.
- Return to Dashboard or use the side menu to move to the next queue.
If a count seems wrong
Check filters, date ranges, and your permissions. Shared demo activity and elapsed deadlines can change counts. A dashboard visit does not establish that email reminders or inbound mailbox maintenance ran.
For v12.9 workflows · Reviewed September 23, 2026