How do I enable/use the Landing Page?

BI - Forum Moderator
BI - Forum Moderator
  • Updated

The Landing Page is designed to load more quickly and efficiently than the KPI dashboard while still giving users quick access to their most important screens.

Enabling the Landing Page

There is a Feature Flag for the new landing page, which is OFF by default for all US and Canadian agencies, and ON by default for Australian organizations.

Logo on the Landing Page

Your agency logo is visible at the very top.

This logo comes from Settings>Agency Information>Logos>Invoice logo.

If this is not set, the logo will come from Settings>Agency Information>Logos>Email logo.

Shortcuts in the Landing Page

The Landing Page consists of a Search Bar and several Tiles.

The following tiles are visible, depending on user's ACL configuration:

Tile Name ACL App Landing Page
Dashboard Workflow: View patrol reports Live Dashboard
Add client Customer: Create client record Profile Search Dialog
Vacant Visits Scheduling: Scheduling menu, View All Clients Scheduling Vacant Visit/Workforce Management tab
Late Visits Scheduling: View Late or Missed Visits Vacant Visit/Workforce Management tab
Attendance Timekeeping: View the Attendance Dashboard Attendance
Visit Approval Scheduling: Scheduling menu, View All Clients Scheduling, View Visit Time Approval Tab Vacant Visit/Workforce Management tab
Data Exploration Business Intelligence: View All Reports Page DE
Support n/a Zendesk main page (alayacare.zendesk.com)

 

Learn more

 

 

 

 

Was this article helpful?

0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.