Administration Performance Dashboard User Guide

The Performance Dashboard login landing page is the top-level view of important items.  

There are two navigation areas within Operto Teams.  The utility and settings links are on the right.  The daily operations links are in the middle, where all of the day-to-day tasks can be managed.

The Dashboard is designed to give you a thorough overview of key data points with direct links to review each area.

Most items are clickable with direct links to the associated areas of the site. Clickable links are also indicated with blue font. 

  • Tasks
    • Click on the Task columns to view the Tasks Quick report with applicable filters set.
    • Click on the Mark All box to 
        1. Mark all Overdue Tasks Complete.  This will set the completion date in any reports to the day that the task was scheduled.
        2. Mark all Overdue Tasks Inactive.  This will remove all the Overdue Tasks from your reports but will still allow them to be visible on the Master Calendar.
  • Issues
    • Issues are indicated in two areas. Click on the links to access the Issues page.
  • Days with Auto-Clock outs
    • This indicator will only show if Staff Time Tracking is turned on. This will show the last seven days of auto clock outs and indicates a review of days with auto clock outs is needed. Actions such as changing dates, times, and/or clearing flags should be taken.
Tip: Clicking the Clear All Auto-Clock Out button will only erase the yellow background color on the Tracking page for the staff who forgot to clock out. It will not change the Task or Shift times. 
  • Notifications
    • The notifications area will show any connection or account alerts that may need to be addressed. Use the links to find and review the items.
Important Note: If the Performance Dashboard is not showing any data, it is likely because there is not a Staff record associated with the Main Administrator email address. Setup —> Staff —> Add Staff using the email address on the Account page to resolve this.

Administration Performance Dashboard Introduction Video