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Dashboard

This is the first screen you will see when you logon.

When you logon you will be directed to the Dashboard. You can also navigate to the dashboard by clicking on the menu in the top right corner and selecting Dashboard.

You will find the following information here.

The Tasks tab has the tasks that need attention first.

The Non-Compliance tab is where you will find any tasks that have been missed.

To narrow down the information that pertains to you, use the filters at the top. These filters will be saved for the next time you logon so you don't have to set them each time. These filters will also be saved as you navigate through the site.

You will also see the blue chat icon on the bottom right of the page. When you click on this it will take you to our intercom system. From here you can look up help articles or you can send us a message directly. The messages will go directly to the support team and you will get a prompt reply. If you close out of this window, it is ok, you will receive replies in your email.

Task Initialization and Dashboard Updates

Why Tasks May Not Appear on the Dashboard

  • Tasks for instruments will not appear on the Dashboard until they are first initiated from the Instruments page. To ensure tasks appear:

    1. Go to the Instruments page for the relevant site.

    2. Log or initialize the tasks for each instrument.

    3. After the initial logging, tasks will automatically appear on the Dashboard according to their set frequency.

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