Dashboard Overview: Managing Cases and Profiles

Created by Lucas S, Modified on Mon, 10 Jun at 4:07 AM by Brandon M

Dashboard Overview: Managing Cases and Profiles

Introduction

Our portal's dashboard provides a comprehensive view of your cases and profiles, empowering you with efficient tools to monitor, manage, and access crucial information. Follow this guide to navigate through the various features and make the most out of your dashboard experience.

Accessing Case Status and Profile Counts

Case Status Overview:

- Gain insights into the status of your cases directly from the dashboard.

- Track the progress of your cases in real-time, ensuring transparency and timely updates.

Profile Count Display:

- View the total count of profiles initiated under your client.

- Observe the breakdown of profiles based on different status categories.

Interacting with Profile Numbers

Click to Open Profiles:

- Easily access individual profiles by clicking on the numbers corresponding to their respective status.

- Instantly view and manage profiles associated with each status.

Navigating Profile Categories

-Access Completed Profiles:

- Click on the "Completed Profiles" button to view and manage profiles marked as completed.

-The refresh button can be used to update the current number of profiles in the status.

- Stopped Profiles:

- Navigate to stopped profiles by clicking on the "Stopped Profiles" button.

- Access Archive Profiles:

- Explore archived profiles by clicking on the "Archive Profiles" button.

Additional Profile Viewing Options

- View Insuff ONHOLD Profiles:

- Use the options to view profiles categorized as Insuff ONHOLD and other relevant categories.

- Streamline your profile management based on specific criteria.

Utilizing Dashboard Functions

- Bulk Upload:

- Simplify the process of uploading multiple profiles simultaneously using the "Bulk Upload" option.

- Candidate Invite:

- Efficiently invite candidates to participate in the recruitment process through the "Candidate Invite" feature.

- Create New Case:

- Initiate a new case seamlessly by clicking on the "Create New Case" option directly from the dashboard.

- View All Cases and Advanced Search

- Access a comprehensive list of all your cases for a holistic overview of your operations.

-Advanced search provides additional features to filter by different criteria.

Conclusion

The dashboard serves as a central hub for monitoring cases and profiles, offering a user-friendly interface for streamlined navigation and efficient management. Leverage the features outlined above to enhance your experience and ensure optimal utilization of our portal's capabilities. If you have any questions or need assistance, feel free to reach out to our support team for prompt help.