All is Well
All is WellDashboard manual
All is Well Health Care Academy

Leadership Dashboard manual

One page for every menu item, written in plain English: what it shows, where each number comes from, how to use it, and what to do when something looks wrong. The same words appear when you press a ? on the dashboard.

Start here

Everything that is the same on every page: signing in, the header, the date buttons, the profile drawer, the Contacted control, moving cards, texting, and where every number comes from.

Read the Start-here guide →

Dashboard

The numbers and charts — the first menu row.

DashboardOverviewThe first page after sign-in: four headline numbers, the three lines that matter, the pipeline end to end, where people drop off, and how fast leads are answered.DashboardExecutiveEnrollment, marketing, money, academics and career outcomes, side by side, using the same numbers as the detail tabs. Built for the owner and the board.DashboardTodayOne queue of every person who is waiting on the school, ordered by what it costs to ignore them. Start your day here.DashboardPipelineEvery open inquiry as a card, in the column for its stage. Move cards with the arrows or by dragging; click a card for the full profile.DashboardWebsite ActivityEvery page visit the school website records, counted by source and by page, plus who the enrolled students actually are and what happened today.DashboardMonthly StatsThe numbers the school reports each month. Live rows are calculated from Transition Enroll and the website; the rest are typed in by whoever knows the number.DashboardClass ProgressPick a class and see every student in it and how far each has got, from first inquiry to a job.DashboardLeads & AdmissionsThe full list of everyone who asked about a program in the window, newest first, grouped by how long ago they came in. Search, filter, sort, mark contacted, export.DashboardPrograms & RevenueEvery program on the live Transition Enroll catalogue: demand, conversion, and what each actually earns.DashboardOutcomesThe numbers workforce funding is awarded against: who finished, who passed the exam, who got hired, and by whom.DashboardMarketing ROIEvery person counted by how they said they heard about the school; tuition is what they actually paid; spend is only what staff enter here.DashboardCapacity & CohortsThe constraint on growing without a second location: which classes are full, which are empty, and what the empty seats are worth.DashboardSpeed to LeadA lead answered inside an hour behaves like a different business from one answered the next day. This page measures the gap and prices it.DashboardUpsell LadderThe combination programs are a progression. A CNA graduate can step up to Advanced PCT, a Phlebotomy graduate to Clinical Support Specialist, a Medical Assistant graduate to Clinical Medical Specialist. This page shows who is on each rung and what the next step is worth.DashboardRevenueWhat the pipeline is worth, what is already booked, and a weighted forecast, using the tuition confirmed on 15 August.

Student Records

Day-to-day student work: checklists, change requests, attendance, clinicals, exams, instructors.

Student RecordsStudentsOne student, one profile. Open a row for the full record: readiness checklist, attendance, skills, clinicals, certification, notes and change log, all in one place.Student RecordsChange requestsRequests students send from the Student Portal: a new phone number, address, email or name. Handle each one, then mark it done or decline it.Student RecordsAttendanceTap any cell to cycle Present → Absent → Tardy → Make-Up. Session types cover Classroom, Online, Lab, Clinical and Externship.Student RecordsClinicals & ExternshipsFacility, student, dates, hours against the requirement, and clearance status.Student RecordsCertification & TestingBy testing organisation. The certified flag is the number workforce funding is awarded against.Student RecordsInstructorWhat an instructor sees: their cohorts, rosters and check-offs, and nobody else's. A demonstration of role-scoped access.

Transition Enroll · live

The enrollment system, read live. Nothing here is typed by hand.

Transition Enroll · liveCatalogueTuition, deposit, next open class, and how many students each program has ever enrolled. Read live from Transition Enroll; nothing typed by hand.Transition Enroll · liveClassesAll 400+ classes, with who is in each. Open classes first.Transition Enroll · liveStudents & RegistrationsEvery student who registered through Transition Enroll, every program they took, and what they paid. Open a row for the payment plan.Transition Enroll · livePaymentsDeposits, installments and full payments taken through Transition Enroll (Stripe).

Operations

Reports, texting and the partner list.

OperationsReportsNine report types plus the TWC preset. Drafts to verify, never to file blind.OperationsCommsTexts go out right away from the school's texting line; emails from info@alliswellhca.com.OperationsPartnersClinical sites, externship sites, employers and workforce partners, with the agreement dates that quietly expire and the placement counts that win the next agreement.

Video library

39 short how-to videos: a tour of every page plus the everyday jobs, step by step. The same videos play inside the ? buttons.

Watch the videos →

Download as PDF

Print-ready copies of these pages, in All is Well colours.

PDFThe complete manualEvery page in one file (about 100 pages). PDFStart hereThe guide to what is the same on every page.
PDF · DashboardOverviewDownload this page.PDF · DashboardExecutiveDownload this page.PDF · DashboardTodayDownload this page.PDF · DashboardPipelineDownload this page.PDF · DashboardWebsite ActivityDownload this page.PDF · DashboardMonthly StatsDownload this page.PDF · DashboardClass ProgressDownload this page.PDF · DashboardLeads & AdmissionsDownload this page.PDF · DashboardPrograms & RevenueDownload this page.PDF · DashboardOutcomesDownload this page.PDF · DashboardMarketing ROIDownload this page.PDF · DashboardCapacity & CohortsDownload this page.PDF · DashboardSpeed to LeadDownload this page.PDF · DashboardUpsell LadderDownload this page.PDF · DashboardRevenueDownload this page.PDF · Student RecordsStudentsDownload this page.PDF · Student RecordsAttendanceDownload this page.PDF · Student RecordsClinicals & ExternshipsDownload this page.PDF · Student RecordsCertification & TestingDownload this page.PDF · Student RecordsInstructorDownload this page.PDF · Transition Enroll · liveCatalogueDownload this page.PDF · Transition Enroll · liveClassesDownload this page.PDF · Transition Enroll · liveStudents & RegistrationsDownload this page.PDF · Transition Enroll · livePaymentsDownload this page.PDF · OperationsReportsDownload this page.PDF · OperationsCommsDownload this page.PDF · OperationsPartnersDownload this page.

Flip-book editions

Page-turning versions on Heyzine, listed under the menu item they belong to. They open in a new tab.

Start here

Flip-bookFull manual — The Leadership Dashboard (all 29 manuals)Page-turning edition. Opens in a new tab.Flip-bookThe Leadership ArchitecturePage-turning edition. Opens in a new tab.Flip-bookManual 19 — System Explainer & Data Entry ProtocolPage-turning edition. Opens in a new tab.Flip-bookPrinted-style manual (earlier edition)Page-turning edition. Opens in a new tab.Flip-bookOverview deck (guided tour)Page-turning edition. Opens in a new tab.

Overview

Flip-bookThe Business at a GlancePage-turning edition. Opens in a new tab.

Executive

Flip-bookManual 02 — Executive ViewPage-turning edition. Opens in a new tab.

Today

Flip-bookManual 03 — TodayPage-turning edition. Opens in a new tab.

Pipeline

Flip-bookManual 04 — PipelinePage-turning edition. Opens in a new tab.

Website Activity

Flip-bookManual 05 — Website ActivityPage-turning edition. Opens in a new tab.

Monthly Stats

Flip-bookManual 06 — Dashboard & StatsPage-turning edition. Opens in a new tab.

Class Progress

Flip-bookClass ProgressPage-turning edition. Opens in a new tab.

Programs & Revenue

Flip-bookDashboard & Revenue DashboardPage-turning edition. Opens in a new tab.

Outcomes

Flip-bookManual 10 — Dashboard OutcomesPage-turning edition. Opens in a new tab.

Marketing ROI

Flip-bookMarketing ROIPage-turning edition. Opens in a new tab.

Capacity & Cohorts

Flip-bookCapacity & CohortsPage-turning edition. Opens in a new tab.

Speed to Lead

Flip-bookManual 13 — Speed to LeadPage-turning edition. Opens in a new tab.

Upsell Ladder

Flip-bookManual 14 — The Upsell LadderPage-turning edition. Opens in a new tab.

Revenue

Flip-bookManual 15 — Revenue & ForecastPage-turning edition. Opens in a new tab.

Students

Flip-bookManual 16 — Student RecordsPage-turning edition. Opens in a new tab.

Attendance

Flip-bookManual 17 — AttendancePage-turning edition. Opens in a new tab.

Clinicals & Externships

Flip-bookManual 18 — Clinical & ExternshipPage-turning edition. Opens in a new tab.

Instructor

Flip-bookMaster Instructor ViewPage-turning edition. Opens in a new tab.

Catalogue

Flip-bookTransition Enroll LivePage-turning edition. Opens in a new tab.Flip-bookTransition Enroll DashboardPage-turning edition. Opens in a new tab.

Classes

Flip-bookTransition Enroll LivePage-turning edition. Opens in a new tab.Flip-bookTransition Enroll DashboardPage-turning edition. Opens in a new tab.

Students & Registrations

Flip-bookTransition Enroll LivePage-turning edition. Opens in a new tab.Flip-bookTransition Enroll DashboardPage-turning edition. Opens in a new tab.

Payments

Flip-bookTransition Enroll LivePage-turning edition. Opens in a new tab.Flip-bookTransition Enroll DashboardPage-turning edition. Opens in a new tab.

Reports

Flip-bookReport & CompliancePage-turning edition. Opens in a new tab.

Comms

Flip-bookCommunication PlaybookPage-turning edition. Opens in a new tab.

Partners

Flip-bookEmployer & Partnership DatabasePage-turning edition. Opens in a new tab.