¶ Chapter 9 — Manager overview — dashboard, reports, and insights
This chapter is for users with the Manager or Admin application role. It describes the Management menu’s overview pages: Dashboard, Reports, and Insights. If you are not a manager, you can skip to chapter 16 or return to chapters 3–8.
Prerequisite: Chapter 2 — Signing in, accounts, roles, and locale (roles and locale).
The Management block appears below Library in the sidebar when your account has Manager or Admin. It groups:
- Overview — this chapter.
- Workforce — personnel, recruitment, performance (chapter 10).
- Rostering — boards, daily roster, management, clinical shifts, swaps, timesheets (chapter 11).
- Operations — ambulance, assets, events, client and commercial (chapter 12).
- Governance — risks, incidents, compliance, document control, audits (chapter 13).
- Tools — imports, previews, Solution options (chapter 14).
- System — Hangfire for Admin only (chapter 15).
Most management data is scoped to your locale (see chapter 2) unless your organisation uses a wider admin view.
Menu path: Management → Dashboard
Route: /manager/dashboard
The manager dashboard aggregates operational indicators for your locale so you can prioritise a shift or a desk session. Typical dashboard topics (depending on data and configuration) include:
- Pending shift swaps awaiting approval.
- Unfilled shifts or roster gaps.
- Clinical services or home-shift coverage indicators.
- Open incidents or operational events.
- Vehicle defects or asset compliance signals.
- Medication or asset expiry reminders.
- Feedback or clinical memo follow-ups.
- Staff compliance or recruitment pipeline pointers.
- Open the dashboard at the start of your management day.
- Use drill-in links or tiles to jump to the underlying page (for example pending swaps, incidents list).
- Delegate or assign follow-ups to named owners when the dashboard is shared among a management team.
Menu path: Management → Workforce → Team & hiring → Staff follow-ups
Route: /manager/dashboard#personnel-follow-ups
This menu entry jumps to a section of the dashboard focused on personnel follow-ups (configuration-dependent).
Menu path: Management → Reports
Route: /manager/reports
Reports is the report centre for exports and checklists your organisation has enabled — for example parity with legacy reporting, PDF exports, or operational summaries.
- Use the folder or category structure on the page to find the report family you need.
- Run reports for auditable purposes only; follow data minimisation when exporting personal data.
- If a report is missing or errors, capture the message text and time, then contact IT or the report owner named in your local runbook.
Menu path: Management → Insights
Route: /manager/insights
Insights provides charts and analytics where your organisation has wired metrics (for example demand, compliance trends, fleet usage).
- Use filters (dates, locale, teams) exactly as trained — wrong filters can mislead operational decisions.
- Treat insights as one input alongside clinical and frontline judgement.