What you can see
The primary action opens your Daily Program when you have visits today. Otherwise it may offer to create an order or open Planning when your permissions allow it.
Review the dashboard
1
Open Dashboard
Use it at the start of the day and after material schedule changes.
2
Review your day
Open Daily Program to start, complete, or inspect a visit. An inactive planning member does not receive a personal route card.
3
Check this week's planning
Open Planning when visits are unplanned, the week needs planning, or route issues require review.
4
Clear operational attention
Open Inbox to inspect unread handoffs and issues instead of treating the dashboard count as the full record.
Dashboard is a current operational view. Use Reports for historical completed work, invoice collection, and the next four full planning weeks.