|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.|
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.
|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.|
overview of applications, sorted by contact person and change date.