The refresh rate of KPIs is once per minute.
Represents: any offers of status Posted which have yet to be processed.
Links to: Offers, where the default filter is already Posted.
Soon to Expire Offers
Represents: how many offers have 10 minutes or fewer left on their countdown to be accepted. 10 minutes is the default - it can be configured in Settings>All Settings>General>Soon to Expire Offers Duration.
Links to: Offers. There is no way to filter down to offers which are due to expire in x minutes.
Expired End dates
Represents: total of services whose Projected End Date is the previous date and which are still in status Active.
Links to: Service List. Default Filter is Active. To view expired services, filter by Projected End Date, selecting yesterday in the To field.
Represents: all posted (unprocessed) referrals from the beginning of time.
Links to: Offer Management. To view the pending referrals, click to Referrals, clear the date filter, and filter to Posted.
Clocked-in via mobile
Represents: all users currently clocked in via mobile.
Links to: the Attendance dashboard. To identify visits where the user has clocked in on mobile, look for a green bar superposing the visit block.
Represents: all employee skills with an expiration date up to the current day.
Links to: Expiring Criterias - this is not accessible through any other path in the app. Default filter is for all skills registered for individual employees. In order to view expiring skills, the date filter must be set to: From - beginning of time and To - tomorrow.
Reports to approve
Represents: Quantity of reports in Unapproved Status.
Links to: Reports. The page is by default filtered according to Unapproved.
Represents: all tickets in status Opened.
Links to: Tickets. Default filter is Opened and Pending.
Represents: any ongoing visits, ie, Start time is before current time and End Time is after.
Links to: Attendance Dashboard
Represents: the number of late visits.
Links to: Today's visits. This page is not accessible from anywhere else in the system.
Accepted Visit Offers
Represents: The quantity of visit offers which ave been accepted by one or more employees.
Links to: Schedules>Workforce Management>Vacant Visits, filtered to Accepted.
Expired Visit Offers
Represents: visit offers which have expired without receiving any response.
Links to: Schedules>Workforce Management>Vacant Visits, filtered to Expired.
Overdue first visit
Represents: Any service for which the required first visit date has not been respected and is passed. Note that this includes services where the first visit has been scheduled after the required first visit date with a reason code.
Links to: Services. There is no simple way to filter or sort on the services with overdue first visits.
My tasks due today
Represents: tasks whose due date is up to and including today.
Links to: Task list of current user.
Tasks due today
Represents: Total of overdue tasks of all statuses except closed.
Links to: Task list, but not the same page as the task list accessible through Dashboard>Tasks.