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How to navigate the new Homepage dashboard for Leaders

The Home tab has a brand new look- and Manager roles have access to additional features.

Written by Sithmi Rajapaksa

This view provides quick access to critical insights about children, educators, and journeys across your service, helping you stay organised and proactive.

From this central dashboard, you can:

  • Allocate children to educators and rooms

  • Track overdue or missing journeys

  • Monitor cycles that are falling behind

  • View key children and documentation summaries

Step-by-Step: Navigating the New Home View

1. Access the Home View

  • Click into the Home tab

  • While logged in with a Manager role you will have access to additional features

  • You'll see a series of summary boxes showing real-time insights about children and their journeys.

2. Assigning Children to Educators or Rooms

Assign Children to Educators

  • If you see a box labeled “X children missing a key educator”, click into it.

  • Select one or more children and click “Assign”.

  • Choose one or multiple educators from the list to complete the assignment.

Assign Children to Rooms

  • You’ll also see a box for children missing a room.

  • Click in, select the children, and assign them to the appropriate rooms.

3. Managing Journey Progress

Overdue Journeys

  • The “Overdue Journeys” box shows journeys where the review date has passed.

  • Click in to view overdue items by room or educator.

  • See which children still need work completed on their current cycle.

Journeys Falling Behind

  • These journeys are approaching their review date but don’t yet have enough progress to stay on track.

  • Use this to proactively support educators before cycles become overdue.

Children Missing a Journey

  • View which children don’t have any journeys yet.

  • Sort by room or educator and click to create a journey for a child directly from this screen.

Use it regularly to keep your service aligned, compliant, and well-supported.

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