Dashboard is the first entry in the areas menu and the screen most people open every morning. It is not a report. It is a worklist that has already decided what deserves attention today.
What it answers
Four questions, and they are asked in this order because that is the order they matter in.
What needs attention
| Panel | Counts |
|---|---|
| Awaiting decision | Pending approval decisions |
| SLA at risk | Dossiers whose SLA runs out shortly |
| Overdue | Dossiers past SLA |
| Failures | Processing failures to resolve |
These are not four views of the same number. A case can be overdue and not failed; a case can be failed and well inside its SLA. Adding them up would produce a figure that means nothing.
These four are of now, not of the period. They count every open dossier you can see, whenever it was created — the most overdue are, by definition, the oldest. The header's date range does not change them.
Where everything stands
In the Dossier pulse, four stage groups, each a count of the dossiers created in the period chosen in the header:
| Group | Holds |
|---|---|
| New | Being prepared: new and draft |
| In progress | Outstanding, awaiting decision, processing, in quality check or in the external system |
| Attention | Failed and rejected |
| Closed | Completed and cancelled |
Because they are of the period, a dossier created before the chosen range is in no group, even if it is still open. To see everything that is open, widen the range.
Attention is the group to watch. New and In progress grow and shrink on their own; Attention only shrinks when somebody does something.
What is expiring
Documents whose validity date has passed or is close to it, in three separate windows:
| Window | Means |
|---|---|
| Expired | The date is already past — replace now |
| Within 30 days | Still valid — deal with this month |
| 31 to 90 days | Still valid — plan for the quarter |
They are not added up, and the three exist because they ask for three different things. One is a problem you already have; one is this month's work; one is a planning number. A single "expiring soon" count collapses an emergency and a diary entry into the same figure.
The panel opens onto the full Documents expiring screen, which is its own chapter.
What just happened
The Recent activity, of the period as well: the most recent events — dossiers created, completed, cancelled. Whoever may view the audit trails has Open the audit center there, for the full trail.
Why a panel is empty, and it is almost never a fault
This is the single most common support question about this screen, so it is worth stating plainly.
| Empty panel | Almost always because |
|---|---|
| Overdue and SLA at risk | No open dossier is past or near its deadline. A process with no SLA (hours) uses its priority's SLA, so an empty panel nearly always means everything is on time |
| Expiring | No document's validity falls inside the dashboard's windows, or the documents do not have Require expiry date on. The process's Days in advance do not change this panel: they only say when people are warned |
| Awaiting decision | No process has approvers configured |
| Failures | Nothing has failed. This one is good news |
Three of those four are fields you left blank two chapters ago. Chapter 3 flags them at the time; this is where the consequence shows up.
The actions on it
Three, and they are the three things somebody does after looking:
- New dossier — start a case.
- All dossiers — the full list, which is the next chapter's subject.
- Quality check — the queue of AI results waiting for a person. Only appears if you have the permission for it.
There is also Open intake centre, from the inbound indicator, when documents are waiting to be routed.
Reading it as a manager rather than as a user
The panels answer "what do I do next?" for one person. Read across a week they answer something else:
- Attention that never shrinks is a process with a step nobody owns.
- Overdue rising while In progress is flat means work is arriving faster than it is being closed — a capacity problem, not a diligence one.
- A large Expired count with a small 30-day count means nobody has been watching validity, and the backlog is historic rather than incoming.
- Awaiting decision consistently large means an approval chain has a person in it who is not available at the rate the business needs. That is an org question, and chapter 6 is the one that says what an approval actually is.
None of that is a report the product generates. It is what the four counts mean when you look at them twice.
What you should have now
- A dashboard where at least the stage groups are populated.
- A clear answer for every empty panel: which field on which process is blank, or nothing genuinely qualifies.
- Your team told which two panels are the ones to act on before lunch.