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 |
|---|---|
| Overdue | Dossiers past their SLA |
| SLA at risk | Dossiers whose SLA runs out shortly |
| Awaiting decision | Pending approval decisions |
| Processing failures | 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.
Where everything stands
Four stage groups, each a count of dossiers:
| Group | Holds |
|---|---|
| New | Not yet picked up |
| In progress | Being worked, waiting, or processing |
| Attention | Failed, rejected, or otherwise stuck |
| Closed | Completed and cancelled |
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
A running list of the most recent events — dossiers created, completed, cancelled.
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 | The processes have no Default SLA. With no SLA, nothing can be late — the panel is correct |
| Expiring | The documents have no Requires expiration date, or the process has no Expiry warning lead days. Both must be set |
| Awaiting decision | No process has approvers configured |
| Processing 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 review — 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.