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Overview of Homepage

The Homepage is your central hub for accessing important information and frequently used features in Qualaris.

Scott Fisk avatar
Written by Scott Fisk
Updated over a month ago

Key Features

Team Goals

Track your progress on team objectives directly from your Homepage. You can:

  1. View your active team goals

  2. Monitor progress towards completion

  3. Take quick actions on goals

  4. Access "See All Goals" for a comprehensive view

Starred Audit Forms

Quick access to your most important audit forms. This section allows you to:

  1. See your starred audit forms

  2. Click directly into starred forms for data collection

Recent Audit Forms

Keep track of forms where you've recently added data:

  1. See your recent audit forms

  2. Click directly into recent forms for data collection

Dashboard Subscriptions

Stay informed with email-based reporting:

  1. View your current dashboard subscriptions

  2. Click directly into dashboard for a given subscription

Best Practices for using the Homepage

Organize Your Workspace

  1. Star frequently used audit forms for quick access

  2. Regularly review and update your starred items

Monitor Your Goals

  1. Check team goals regularly

  2. Track progress towards completion

  3. Take action on goals that need attention

Stay Informed

  1. Review your dashboard subscriptions

  2. Adjust subscriptions as needed

Tips for Getting Started

Star Important Forms

  1. Navigate to any audit form

  2. Click the star icon to add it to your Homepage

  3. Manage your starred forms based on priority

Track Your Progress

  1. Monitor team goals from the Homepage

  2. Use the "See All Goals" link for detailed views

Customize Your Experience

  1. Set up dashboard subscriptions

  2. Organize your starred forms

  3. Monitor recent activity

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