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.

  1. Indicate in how many columns the panels should be shown.
  2. Select the panels to be displayed.
  3. Click on 'Number of lines' and then on 'Edit' to change the number of visible lines in a panel.
  4. By clicking on the sorting icon, the order of the panels can be changed.
  5. Click 'Save' to save the setting.
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 taskswhich actions should I or one of my colleagues perform.
Automatic taskswhich actions Coachview automatically performs for me.
Documentsoverview of all internal or external documents sorted by date.
Courseoverview 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 listyou see the number of training questions (persons) on the waiting list for a certain type of training.
Web requestOverview of web questions requested via your website or the training portal, sorted by number.
Trainer planning state disapprovedIf 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 evaluationsYou 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 disagreementyou can see for which participants the supervisor did not agree.
minimum order quantity material reachedyou 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.