Staff Dashboard Overview

The Staff Dashboard helps administrators manage files, track expiring documents, and take necessary actions to stay compliant. 

Dashboard Header 

At the top of the staff dashboard, the header displays important information: 

• Total number of active staff in the system 

• Monitoring Alerts related to staff (for OIG, state license, etc) 

• Staff with documents that are: 

• • Expired 

• • Expiring in the next 30 days 

• • Expiring in the next 31-90 days 

Click on the Blue View link in each section to filter the staff grid. A filter box will appear above the grid. To remove the filter, click the X in the blue box. 

Search 

The quick search box at the top of the staff grid allows you to search for specific staff. To clear the search, click the X icon. 

Categories

Staff are organized into three categories: 

1. Active Staff – Displays all active staff. 
2. Pending Requests – Shows staff members with document requests that are either pending or completed but need approval. 
3. Inactive – Displays staff marked as inactive. 

Active Staff  

This category organizes staff by the following information: 

• Name 

• Role 

• Department 

• Email 

• Phone Number 

• Monitoring Status: 

• • Green Checkmark – Everything is good 

• • Warning Symbol – Needs attention 

• • Red Exclamation – Critical issue 

• View Button – Opens the staff member’s file 

• Actions Button – Allows for editing staff member information, requesting/adding documents, or deleting the staff. (For more details, see Adding Staff) 

Pending Requests 

This category organizes staff by the following: 

• Name

• Role 

• Department 
• Last Upload- Displays the date and area of upload.
• Pending Review- Displays the number of documents that need facility review.
• Waiting for Upload-Displays the number of documents requested for upload by the staff.
• View Button- Opens the staff member’s file to the Pending tab to manage the requests.  See Viewing the Staff File for more information. 

Pending documents can also be viewed, commented on, and actioned from the customized tabs.  See Managing Staff Tabs. 

Staff Dashboard Actions 

The Actions button in the staff dashboard offers several options: 

• Add Staff– Add a new staff member. (For more information, see Adding Staff.) 

• Import CSV – Import a list of staff members. 

• Export Staff List – Export a list of staff demographics and status.

• Active Documents Report – Export a full list of all staff and their associated documents, with document status (expired, next due, verified, etc.). 
• Pending Requests Report- Export a list of staff with Last Upload, Pending Review and Waiting for Upload information.  

• Expired/Expiring Documents Report – Export a list of documents expiring in the next 90 days or already expired. 

• Send Mass Document Request – Send a document request (e.g., TB screening) to multiple providers at once.