Dashboard Tour

The Way We Do Dashboard is designed to streamline your workflow by making it easy to access the policies, procedures and Activated Checklists that are most relevant to you. You can return to the dashboard from any screen in the manual by clicking the company name or logo in the top left of the Way We Do screen.

Dashboard Tour

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Users are taken directly to a personalized dashboard upon signing in to a Way We Do account. The top section of the dashboard shows how many checklist steps, tasks, acceptance reminders, and sign-offs are due. Clicking each tab opens a list of items that correspond to the title on the tab. You can also use the search bar at the top to search for specific items in your manual.

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Other dashboard sections include Activities, Tasks, My Top 5, and Most Recent.

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Activities

This section of the dashboard shows how many total policies, procedures, and activated checklists you are involved with.

  • I'm In - Shows how many items your role has been assigned to. This number also includes documents that aren't assigned to any specific role since these procedures automatically default to everyone.
  • I Edit - Shows the number of items you are responsible for editing.
  • I'm Reviewing - Shows the number of items you have been invited to review.

Click the large number above each of these titles to view the corresponding list.

Tasks

This box shows the total number of tasks that have been assigned to you. Click the number in the box to view the corresponding list.

My Top 5

This list shows the five items in the manual that you most frequently access. Click any of the titles in the list to go to the policy, procedure or Activated Checklist.

Most Recent

This section lists the five items most recently accessed by the user. This list will change regularly depending on the order in which items are accessed. Click any of the titles in the list to go to the policy, procedure or Activated Checklist.

 

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