Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
The working roster. It lists everyone at the Started stage — in class right now — from the all-time roster, so it does not change with the 30d / 90d / 12mo buttons. Students arrive here automatically on their class start date (the hourly sync moves Enrolled → Started) and leave when the class ends.
The table
| Column | Meaning |
|---|---|
| Student | Name and phone. |
| Program | The program they are enrolled in. |
| Cohort | The class (start date). |
| Stage | Started, always, on this page. |
| Enrollment checklist | A small bar: how many of the nine readiness items are complete. |
| Flags | Past-due or attention-needed checklist items, low attendance, clearance problems. |
| Open | Opens the full record. |
The full record (the drawer)
Nine tabs:
- Overview — contact details, program, cohort, stage, a summary of everything below.
- Readiness Checklist — nine items: Application, Enrollment Agreement, ID, Background Check, Deposit, CPR Card, Documents, Clinical Clearance, LMS Access. Each is Complete, Pending, Missing, Past Due or Attention Needed. Click an item to change it.
- Attendance — this student's row from the attendance grid with the rate.
- Skills — the skills check-off list for the program (passed / not yet / needs practice).
- Clinicals — placement, dates, hours against the requirement, clearance.
- Certification — testing organisation, eligible, registered, exam date, result, certificate number.
- Notes — dated staff notes; add one at the bottom.
- Comms — every text sent to the student.
- Change Log — who changed what and when (the audit log).
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| Active students | People at Started right now. |
| Programs running | Distinct programs among them. |
| Median checklist | The middle readiness score across the roster (items complete out of nine). |
| Need attention | Students with a past-due or attention-needed checklist item. |
3Step by step
Tick off a checklist item
- Open the student, tab Readiness Checklist.
- Click the item and choose the new status.
- It saves at once and shows in the Change Log.
Add a note
- Open the student, tab Notes.
- Type what happened and press Save note. Your email and the time are recorded.
Find a student
- Type part of the name, phone or program in Search at the top.
4If something looks wrong
A student who is in class is not listed.Either their class start date has not passed yet (they are still Enrolled — see the Pipeline) or they enrolled before the sync existed and have no dashboard record; three such students are known and will be added.
The checklist is all Pending.Nothing has been recorded yet; the checklist starts blank for each student.
5Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.