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Manager Dashboard - Reminders

 

 

The purpose of the Manager Dashboard – Reminders is to display mini dashboards listing Service Event records with missing information—such as Attendance, DEX Service Type, Group Event Attendance, Event Notes, COMs, and more -  to help managers oversee Practitioners incomplete records. 

 

 1.  To expand and filter on a particular tab, select See all records, or if this is not displayed click on the 3 dots and select it from the list.

 

 

 

2. To filter on a particular worker click on Edit Filters.

 

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Ask your Practice Lead or Supervisor.

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