Welcome to the heart of Coordinoter! The Overview Page is your command centre, where you can get a snapshot of everything you need to know at a glance. Whether you're a Team Member or an Admin, this page is tailored to give you the most relevant information to keep you on top of your game. Let's dive in and explore what makes the Overview Page amazing.
My Overview
If you're a Team Member, the Overview Page is all about you. The My Overview section is your personal dashboard, showing your KPI/Billable Target progress for the week, the total tasks you've completed, and your personal participant caseload. It's like having a personal assistant who keeps track of all your hard work!
My overview
Learn about the my overview section.
Team Snapshot
Admins, this one's for you. In addition to the My Overview section, you'll see the Team Snapshot at the top of the page. This section gives you a bird's-eye view of your team's key activities, including total revenue for the week, total tasks completed by all team members, and the total participant caseload for your team. It's the ultimate tool for keeping tabs on your team's performance.
Team Overview Table
Right below the Team Snapshot, Admins will find the Team Overview table. This table breaks down each team member's progress, showing their billable target/KPI progress for the week, the total revenue they've generated, the billable hours they've completed, and a handy Generate Timesheet link. This feature allows you to generate an itemised timesheet for each team member, making it easier to manage and review their work.
Team overview
Learn about your team overview section.
Latest Tasks
No matter your role, the Overview Page features tables that display your latest tasks. This section keeps you informed about the most recent activities, ensuring you never miss a beat. It's your go-to spot for staying updated on your current workload.
Getting to know the tasks feature
Get to know the ins and outs of the tasks feature.
Transcriptions
Last but not least, the Overview Page includes a section displaying your Transcriptions. Here, you'll find the latest transcriptions of your recorded case notes, meetings, or phone calls. It's a quick and easy way to review and manage your transcriptions without having to dig through your files.
Get to know the AI transcriber
Learn what the AI transcription system is and how it works.
And there you have it! The Overview Page is designed to give you all the information you need at a glance, tailored to your role within the team. It's your one-stop shop for staying organised and on top of your tasks. Enjoy navigating your new command centre!