Understanding Your Dashboard
The dashboard is your home screen in ManaakiCare, providing a personalized overview of your work and quick access to common tasks.
Work in Progress
This documentation is being developed. Check back soon for updates.
Overview
Your dashboard displays information relevant to your role, including:
- Key statistics and metrics
- Recent activity
- Items requiring attention
- Quick action buttons
Dashboard Components
Statistics Cards
At the top of your dashboard, you'll see summary cards showing:
- Active clients
- Open referrals
- Pending tasks
- Recent activities
Recent Activity
A timeline of recent actions, including:
- Client interactions
- Referral updates
- Document uploads
- Status changes
Quick Actions
Buttons for common tasks:
- Create new referral
- Search clients
- View my caseload
- Record activity
Role-Specific Views
Your dashboard adapts to your role:
| Role | Dashboard Focus |
|---|---|
| Case Worker | Personal caseload, upcoming tasks, recent clients |
| Supervisor | Team overview, pending approvals, workload distribution |
| Program Manager | Program statistics, trends, performance metrics |
Customizing Your View
- Use filters to focus on specific date ranges
- Toggle between different data views
- Collapse sections you don't need
Refreshing Data
- Dashboard data updates automatically
- Click the refresh button to manually update
- Some statistics update at specific intervals