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Dashboard overview
Your day, roster, outstanding work and financial picture on one continuous page.
Last updated · 10 November 2026
Open Dashboard for Your services, your day and what needs attention. Scroll down through the overview, Today’s shifts, Billing and Compliance. The sections you see depend on your access and the features enabled for your organisation.
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Swipe across the enlarged image to read each part of the screen.
Read each card’s own scope and update time. An unanswered shift more than 48 hours away does not enter the Awaiting worker replies count yet.
At a glance
The four figures describe different parts of the day:
| Figure | What it counts |
|---|---|
| Shifts today | Published and worked shifts starting today. |
| Workers on shift now | Workers clocked in and not clocked out at the last update. |
| Progress notes due | Finished care with required notes missing, in draft or returned to the worker. Submitted notes are not due. |
| Awaiting worker replies | Published assignments starting in the next 48 hours that still need a worker response. |
Read the update time beside the figures. Roster activity and Worker coverage show the recent eight-week pattern. Scheduled hours describe the roster, not approved worked hours or payroll totals.
Watch out
A loading error or unavailable section does not mean there is nothing outstanding. Use Try again where offered, or open the relevant register. If a refresh fails, the page may retain the last successful figures and tell you they could not be refreshed. A Some daily figures are not available yet notice means those figures are unavailable, even if their tiles show zero.
Today’s shifts
Your roster previews up to five published shifts, with underway shifts first and upcoming shifts after them. Each entry shows the participant, scheduled time, worker and status. Open roster takes you to Scheduling.
Needs attention brings together office work such as completed assignments awaiting approval and overdue tasks. Follow a displayed action to its register and review the actual record. The headline figures and charts are summaries; only controls shown as links open a queue or record. Worker slots to fill is a summary: use Open roster to act on the relevant shifts.
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
The worklist reports one worker slot to fill. Use Open roster to inspect the scheduling records; the worker-slot summary itself is not a link.
Billing
Billing at a glance covers outstanding work across the organisation, not just today’s shifts:
| Figure | How to use it |
|---|---|
| Ready to invoice | Opens the matching ready-to-bill charges in Billing. |
| Charges needing review | Opens the charges needing attention before billing. |
| Money owed | The remaining balance on issued invoices after settlements. Some of it may not yet be overdue. |
| Cash received this month | Receipts in the displayed month. Read recoveries and non-cash adjustments separately. |
Invoiced revenue and Funding mix show invoicing trends. Draft and void invoices are excluded from issued revenue. Non-cash settlement adjustments are labelled separately from cash receipts.
The Participant budgets preview shows up to three current plans. Select a participant to inspect their plan and utilisation. Committed usage already includes invoiced usage, so do not add them together. A known zero allocation is different from an allocation that has not been recorded. Review missing budget information on the participant’s NDIS plan.
An Over flag means committed usage exceeds the allocation. Under identifies less than 60% usage with the plan ending within 90 days. These flags prompt a review of the participant’s circumstances and agreed supports.
Compliance
Worker compliance shows checks that are expired or due within 30 days, alongside named upcoming checks where available. Participant compliance separates current-plan states, including no current plan, not started, expired and expiring within 60 days. Follow the named record or its explicit register action to inspect the dates and documents. These sections can remain available when invoicing is switched off.
Where permitted financial information is available, Budgets running low highlights known positive allocations with at least 90% committed and previews up to two, highest first. It is a different view from the three-plan budget preview under Billing. An unavailable budget summary is not a zero-budget result.
For selected operational records, open Reports, choose a Category and Information, then select fields and conditions. See Export report data.
Start by opening Dashboard after sign-in. Read the date and refresh status, then follow the relevant register link to review actual records. Resolving a task, approving an assignment or correcting a charge happens in its own screen. Return to Dashboard to check the refreshed summary; a stale or unavailable tile is not a successful result.
Example: follow the count, then verify the record
If Progress notes due shows one, a finished shift may still have a draft or returned required note. Read the underlying assignment before following up; a submitted note awaiting office approval is a different queue. If Charges needing review also shows one, open that charge’s actual warning rather than assuming the missing note is its only cause.
After the worker submits, the office approves, or a source warning is corrected, return to Dashboard and check the displayed update time. The page is a snapshot, so a retained earlier count can need a fresh load or the offered retry. Approving care and making a charge ready are separate outcomes; neither records a payment.