Getting Started

Understanding the Staff Dashboard

A complete guide to the home dashboard, its widgets, statistics, and quick actions

Staff Dashboard Overview

The Staff Dashboard is your home page after logging in. It provides an at-a-glance view of your current workload, pending tasks, and key statistics for your nurseries.

Dashboard Sections

Welcome Banner

Shows your name, current date, and the active funding period. A reminder of any approaching deadlines may be displayed here.

Quick Statistics Cards

Four summary cards at the top show:

CardWhat It Shows
Total ChildrenNumber of active children registered across your nurseries
Active SubmissionsSubmissions for the current period that aren't yet exported
Awaiting ReviewSubmissions completed by parents waiting for staff review
Approved This PeriodSubmissions approved and ready for export

Click any card to go directly to the filtered submissions list.

Pending Tasks

A prioritised list of items requiring your attention:

  • Submissions awaiting review - Parent has completed, needs staff review
  • Expiring 30-hour codes - Codes expiring within 30 days
  • Submissions overdue - Past the deadline without parent completion
  • Rejected submissions - Returned to parent, awaiting correction

Each task shows a count and links to the relevant page.

Recent Activity

Shows the last 10 significant actions across your nurseries:

  • New submissions created
  • Submissions approved/rejected
  • New children registered
  • Parent declarations received

Submission Progress Chart

A visual breakdown of submission statuses for the current period:

  • Draft - Grey
  • Sent to Parent - Blue
  • In Progress - Yellow
  • Parent Submitted - Purple
  • Approved - Green
  • Rejected - Red
  • Exported - Emerald

Nursery Summary (Multi-Nursery Users)

If you have access to multiple nurseries, a breakdown shows:

  • Children per nursery
  • Submission counts per nursery
  • Completion percentage per nursery

Quick Actions

Buttons for common tasks appear prominently:

  • Create Submission - Start a new funding submission
  • Register Child - Add a new child to the system
  • View All Submissions - Go to the full submissions list

Filtering by Nursery

If you have access to multiple nurseries, use the nursery dropdown at the top to filter all dashboard data to a specific location.

Refreshing Data

Dashboard data refreshes automatically when you navigate to it. Click the refresh icon to manually update statistics without leaving the page.

Tip: Bookmark the dashboard (or use Alt+H) to quickly check your pending tasks throughout the day.

Last updated: January 26, 2026
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