The Personal Dashboard is Coachview's home page and provides important information at a glance. You can set it up just the way you want it. For this you use so-called panels. Setting up the panels only applies to your own start screen. For the setup you can use the panels defined by Coachview. | |
Set up: | |
Click on the 'set up personal dashboard' button, which can be found in the upper right corner of the screen below the logout button. Click on the 'Edit' button. | ![]() ![]() |
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Click on the house at the top left of the screen (above the menu) to open your personal dashboard. | ![]() |
You can choose from these panels: |
Manual tasks | which actions should I or one of my colleagues perform. |
Automatic tasks | which actions Coachview automatically performs for me. |
Documents | overview of all internal or external documents sorted by date. |
Course | overview of the next part sorted by date of the part, the courses of which you are contact person are at the top. |
Participant requests on waiting list | you see the number of training questions (persons) on the waiting list for a certain type of training. |
Web request | Overview of web questions requested via your website or the training portal, sorted by number. |
Trainer planning state disapproved | If you have asked the teachers to agree yes/no, you will see here for each part (day/part of the day) on which a teacher did not agree. |
Filled in evaluations | You can see the name of the Evaluation and the date on which one of the recipients (participants or teachers) last completed the Evaluation. Please note: this does not mean that all recipients have already completed the evaluation. |
Participant requests authorization disagreement | you can see for which participants the supervisor did not agree. |
minimum order quantity material reached | you see the material that needs to be reordered. |
Balance budget overruns | If you are using balances, you can see here which persons have exceeded the budget. |
Request | overview of applications, sorted by contact person and change date. |