Dashboard

The Dashboard is the first thing you see after logging in. It's not a page you fill out — it's a set of panels that tell you what's outstanding right now (defects, leave requests, expiring tickets, dockets waiting on someone) and gives you one-tap shortcuts into the tasks you do every day.

Who can use it — Anyone in a standard workspace lands here automatically; there's no separate permission for the page itself. If your workspace only has the Trade Pack add-on (service and maintenance job work, no civil-operations areas), there's no dashboard to show — you're taken straight to My Jobs instead. What you personally see on the dashboard varies a lot, because several panels only show for people who can act on that area — approving leave, managing day works dockets, managing asset servicing, or viewing defect and competency reports. If a workmate has a panel you don't, that's a permissions difference, not a bug. See Roles & Permissions.

Where to find it — My Workspace → Dashboard in the sidebar. It's also where you land by default after signing in.

How to use it

The panels stack top to bottom. Most appear every time you have the relevant permission; a few only show up when there's actually something to deal with, and disappear when you're caught up. Your name and a sign-out shortcut sit near the top of the page as usual.

Plan upgrade suggestion

If your workspace is currently paying for extra seats beyond its plan's quota, and a bigger plan would cover the same usage for less, a banner appears at the very top showing the projected monthly saving. It's advisory only — nothing changes automatically — and you can dismiss it; a dismissed banner reappears next time you log in. This is really a billing concern, so it matters most to whoever manages your subscription — see Billing.

Quick actions

A row of shortcut tiles into the jobs workers and supervisors repeat every day:

Start Prestart — jump into the plant prestart flow.
New Timesheet — capture today's hours.
Shift Report — start today's shift report or add a quick note from the field.
My Work Log — review your own past submissions.
My Qualifications — check your ticket expiry dates.

Profile completion reminder

Shows only when your own profile has gaps for this workspace. A progress bar tracks how complete it is, and up to six missing items are listed as chips (with a "+N more" if there are extras) so you know exactly what's left — details like this keep onboarding, payroll, and compliance records accurate. Update Profile takes you straight to My Profile.

Timesheets snapshot

A quick pulse on the week's timesheets, visible to anyone permitted to see timesheet stats:

Pending Approval — timesheets awaiting a supervisor's decision. For most people this is your own submitted timesheets; workspace admins see the tenant-wide count.
Approved This Week — timesheets approved within the current week.
Open / Draft — timesheets started but not yet submitted.
Pending Leave — a compact leave counter, shown only if you're able to action leave requests (see below).

Each figure links straight into the filtered timesheet list.

Day Works Cockpit

For anyone who manages day works dockets, this groups everything currently needing action into four queues, each with a count badge and a one-click button:

Drafts older than 48 hours — dockets started but never finished. Open to pick them back up.
Signature requests waiting >24h — sent for signature and not yet actioned, with an expiry countdown where one applies. Chase to follow up.
Signed but not distributed — signed dockets still waiting to go out. Distribute to send them on.
Today's float shifts — dockets flagged as float (low-loader) shifts scheduled for today.

When nothing is outstanding it simply says so. Manage all dockets opens the full Day Works Dockets list.

Service Hub

A flat, permission-gated list of every machine, vehicle, and piece of small equipment in the workspace, ordered by what needs attention first — rows are flagged red for anything overdue and amber for anything due soon. Filter by Type, Category, or Service Profile, and use each row's action menu to view the asset, log a service, or force a status change; select multiple rows to bulk-log a "greased today" record or ground assets for inspection.

This dashboard panel only shows the combined "All" view. For the dedicated Due Soon, Overdue, Defects, Grounded, Greasing Due, and Compliance Due tabs, open the full Service Hub.

Critical & Major Open Defects

A tenant-wide list of every open defect logged as Critical or Major severity, oldest first, with a running count of each in the panel description. Each row shows the asset, who reported it, how long ago, and the severity badge; click View for a read-only summary without leaving the dashboard. View All Defects opens the full defects list.

Pending Leave Requests

Only appears when you can approve leave and there's at least one request waiting. Rows are colour-flagged: red if the requested start date has already passed, amber if it starts within 7 days. Approve and Reject act immediately from the dashboard — rejecting requires you to type a reason. Everyone else who can manage leave still sees the compact Pending Leave count in the Timesheets snapshot even when this panel is hidden. See Leave Requests.

Expiring Competencies (Next 60 Days)

Approved competencies that have already lapsed or are due to expire within 60 days, for anyone permitted to view competency reports. Use the Show filter to narrow to Expired, or due in 7 / 30 / 60 days. Expiry dates and time-remaining are colour-coded (red = expired, amber = inside 30 days). View jumps to the employee's record; View All Competencies opens the renewals view in Competencies.

Connected pages

Start a Prestart — Quick Actions shortcut.
My Work Log — Quick Actions shortcut and where your own submissions live.
My Qualifications — Quick Actions shortcut and the Expiring Competencies destination for your own tickets.
My Profile — where the profile completion reminder sends you.
Day Works Dockets — the full queue behind the Day Works Cockpit.
Service Hub — the full tabbed view behind the Service Hub panel.
Leave Requests — the full leave queue.
Competencies — the full competency matrix.
Billing — where the plan upgrade suggestion is heading.
My Jobs — where Trade-Pack-only workspaces land instead of this page.

Tips & common mistakes

No dashboard in your sidebar? Your workspace only has the Trade Pack add-on — you land on My Jobs instead, and that's expected.
Missing a panel a workmate has? It's almost always a permissions difference — panels like the Day Works Cockpit, Pending Leave, and Expiring Competencies only render for people who can act on that area.
Pending Leave panel not showing even though you can approve leave? It only appears once a request is actually waiting — check the compact count in the Timesheets snapshot in the meantime.
Service Hub panel looks incomplete? The dashboard only ever shows the "All" tab. Open the full Service Hub page to filter by Due Soon, Overdue, Defects, Grounded, Greasing Due, or Compliance Due.
Dismissed the upgrade banner and it came back? That's by design — the dismissal only lasts for your current login session.