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Mobile App
Web Platform
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  • Getting Started

    • Getting Started
  • Core Workflows

    • Home Dashboard
    • Reviews
    • Checklists
    • Completing an Assessment
  • Action Items

    • Action Center
  • Locations & Map

    • Locations
    • Map Route
  • Resources

    • Document Library
  • Account

    • Profile & Settings

Home Dashboard

The Home Dashboard is your at-a-glance summary of everything that needs your attention today. It opens automatically after login.

What You See

The dashboard is divided into three sections: Reviews, Action Items, and Checklists. Each section shows live counts pulled from the server.

Reviews

CardWhat It Shows
Due TodayReviews scheduled for today that have not been started
UpcomingReviews scheduled for the next 7 days
In ProgressReviews you have started but not yet submitted
CompletedReviews you completed in the past 7 days

Action Items

CardWhat It Shows
PendingAction items assigned to you waiting to be resolved
Awaiting ApprovalAction items you marked complete, pending a manager's approval
RejectedAction items returned to you that need additional work

Checklists

CardWhat It Shows
Due TodayChecklists scheduled for today
UpcomingChecklists scheduled for the next 7 days
In ProgressChecklists you have started but not submitted
CompletedChecklists completed in the past 7 days

Navigating from the Dashboard

Tap any card to go directly to the relevant filtered view. For example:

  • Tapping Pending under Action Items opens the Action Center filtered to your pending items
  • Tapping Due Today under Reviews opens the Reviews dashboard filtered to today's due reviews

This makes the dashboard a quick starting point for your daily workflow without needing to navigate through multiple screens.

Refreshing

Pull down on the dashboard to refresh all counts. The app also refreshes automatically when you return to the dashboard from another screen.

Last Updated:: 6/12/26, 4:12 PM
Contributors: Johnathon Lueth
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