The Dashboard

Who can do this:Super AdminDirectorCase ManagerCoordinatorGrant WriterVolunteer

Goal: Understand the three dashboard tabs and find the information most relevant to your role.

The Dashboard is the first screen you see after signing in. It has up to three tabs, depending on your role.

🏠 My View Tab

Available to: All staff roles

Your personal workspace. Shows:

Your schedule — today's sessions, upcoming classes you're assigned to
Your students — students at your location (or students you're responsible for)
Quick actions — take attendance, view roster, add a student

This is where most Case Managers and Coordinators spend their time.

📍 Location Tab

Available to: Coordinator, Case Manager, Director, Super Admin

A summary of your location's activity:

Active classes — how many classes are running this term
Student count — enrolled students at this location
Attendance overview — today's attendance status across all classes
Recent activity — latest enrollments, incidents, and notifications

ℹ️ NOTE:

If you're assigned to multiple locations, you'll see a location picker at the top. Select which site to view.

📊 Program Tab

Available to: Director, Super Admin

The org-wide view showing metrics across all locations:

Total enrollment — all active students across the program
Attendance rates — aggregated by location and category
Grant metrics — key numbers for BOLI, YDD, and other grant reporting
Location comparison — side-by-side view of Medford, Grants Pass, and Shady Cove

✅ TIP:

The Program tab is a great starting point before running detailed reports. It gives you the big picture at a glance.

👤 User Menu

Click your avatar at the bottom of the sidebar to access the user menu. Your name and role are shown as a subtitle on the trigger button itself. The menu includes:

Theme — switch between Light, Dark, and System theme
User Guide — opens the VoTech documentation
Terms of Service and Privacy Policy links
Sign Out — end your session

The notification bell appears in the header bar (visible to Super Admin, Director, Case Manager, and Coordinator). It shows unread counts for enrollment, follow-up, survey, and session notifications. Click to view, mark read, mark all read, or click a notification to navigate to the relevant page.

🔐 What You See Depends on Your Role

Tab	Super Admin	Director	Case Manager	Coordinator	Grant Writer	Volunteer
My View	Full	Full	Full	Full	Limited	Limited
Location	All locations	County	Your location	Your location	Multi-location	—
Program	Yes	Yes	No	No	No	No