¶ Chapter 3 — Home, My Tasks, and My Compliance
This chapter covers the Dashboard section at the top of the sidebar: Home, My Tasks, and My Compliance. These areas are the usual starting points for “what do I need to do today?”
Menu path: Dashboard → Home
Route: /
Home is the landing page after you sign in. Your organisation may use it for:
- A short welcome or notice.
- Links or tiles to common actions (depending on configuration).
- Widgets or summaries (if enabled).
- Check Home when you start a shift or a desk session for any announcements or alerts your organisation publishes there.
- If Home looks empty, your tenant may use other channels (email, memos) for news — that is normal.
- If you are looking for action items, also open My Tasks and My Compliance (below).
Menu path: Dashboard → My Tasks
Route: /my-tasks
My Tasks lists work items assigned to you or awaiting your action. Examples your organisation might configure include:
- Forms or checklists to complete.
- Acknowledgements or attestations.
- Follow-ups from managers or compliance rules.
The exact task types and wording depend on your organisation’s setup.
- Open My Tasks regularly (for example at the start of each week and each duty day).
- Open each task and follow the on-screen instructions.
- Complete or submit items before deadlines where shown.
- If a task looks wrong (not your job, wrong patient context, duplicate), contact the task owner or your line manager using your local process — do not ignore compliance-related tasks.
- Tasks are personal to your account; completing them on behalf of someone else may break audit rules unless your procedure explicitly allows delegation.
Menu path: Dashboard → My Compliance
Route: /tasks/my-compliance
My Compliance shows your status against compliance rules and obligations your organisation has configured in the platform. This is closely related to:
- Certificates and uploads (see chapter 5).
- Document acknowledgements (see chapter 8).
- Manager views such as medic compliance and shift compliance (see chapter 13).
- Review My Compliance on a regular cadence agreed locally (for example weekly).
- Clear red or overdue items by completing the underlying action (upload a certificate, read and acknowledge a document, complete training, and so on).
- If an item is stuck after you believe you fixed it, allow time for validation (for example manager approval of a certificate) then escalate to rostering or compliance per chapter 16.
Before you can book some available shifts, the system may block you if mandatory clinical or governance documents are missing, or if memos need signing (see chapter 6). Keeping My Compliance and Certificates healthy reduces last-minute surprises.