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Dashboard Introduction

This article will introduce you to the Dashboard and explain its four primary features.

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This Dashboard is your company view at a high level. The 4 cards at the top will act as cues for your organization. They will update in real time to give you the information you need right on one screen.  

  • Live Projects:  This is triggered when a Form is created under a Project.
    Forms created = Live Projects. 
  • Headcount: 

    Worker headcount is tracked based on your active tools:

    • Standard/Time Cards (Timekeeping Add-On): A worker is active if they have at least one signature for the day.

    • Punch Clock (Timekeeping Add-on): Headcount is determined by at least 1 punch in for the day.

  • Today's Forms: The number will represent how many Forms have been created and the colour (Green or Red) will represent the status (Complete or Incomplete). 
  • Incomplete Tasks: The number represents incomplete tasks. If the number is above 0, then it is red.

Screen Shot 2023-06-02 at 7.35.23 AM

All of the above are clickable, meaning you can click on them and they will bring you to the associated tab (Projects, Workers, Forms, and Tasks).

Green/Yellow/Red is used throughout Corfix. This colour scheme indicates if actions are complete, a review needs to be done, or action needs to be taken, respectively.