The Dashboard is the first page shown after sign-in. It gives an officer a short view of the application runs that may need attention.
Route: /dashboard/
Example:
https://default-company.localhost/dashboard/
The company name in the hostname identifies the tenant. Data from another company is stored in a different tenant and is not included on this Dashboard.
Page header¶
The header contains:
- a greeting based on the signed-in user;
- the user's company name; or
- a warning when the user is not associated with a company.
Selecting the user area in the sidebar opens profile settings.
Needs Review count¶
The large Needs Review number counts runs whose run status is exactly Needs review. It is intended to show applications awaiting an officer.
Note
Ready for decision is a different status and is not included in this count. Use View all runs when you need to see every status.
Flow Runs Needing Review¶
This table lists runs with the Needs review status. Each row contains:
| Column | Meaning |
|---|---|
| Reference | The external application reference. The run ID is shown when no reference was entered. |
| Flow | The flow used to process the application. |
| Submitter | The readable value of the run's submitter_type profile variable, when present. |
| Updated | The last date on which the run changed. |
Select any row to open its Run Detail page. Select View all runs to open the Runs list.
When there are no matching runs, the card says that no flow runs currently need review.
Recent Flow Runs¶
This table shows the ten most recently updated runs, regardless of status. It contains the reference, flow, submitter, status, and last-updated date.
Select a row to open that run. When no runs exist, the page displays No flow runs yet.
Main navigation¶
The left sidebar is shared by the authenticated pages:
- Dashboard opens this page.
- Flows opens the Flows list.
- Collapse reduces the sidebar to icons. The browser remembers this choice.
- Settings is visible when the user has company-view permission or has no company.
- Admin is visible only to a superuser.
- Logout ends the session.
On a smaller screen, use the menu button in the top navigation bar to open the sidebar.