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Module 2Lesson 1 of 34 min read

Dashboard Overview

This lesson explains the planning information illustrated by the dashboard mockup.

Dashboard
Good morning, Sarah!
Sunshine Day Care Center
Planning Readiness85% complete
Confirm review dates with your sponsor
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This mockup illustrates how a workspace can summarize planning status and provide shortcuts. Rely on your official system of record for deadlines and submissions.

Welcome Header

The mockup header illustrates:

  • A personalized greeting with your name
  • Your organization name
  • Quick access to notifications and your profile

Planning Status Bar

A planning-status panel can summarize configured checks such as:

  • Meal-pattern components that appear present or missing
  • Manufacturer documents that are present or still needed
  • Production-record drafts that need operator review

We'll cover this in more detail in the next lesson.

Week View

If a week view is available, use it to find planned days and flagged items. A check mark reflects only the configured checks and is not sponsor or state approval.

Quick Actions

Common actions are just one click away:

  • New Menu: Start building a new menu in the Menu Builder
  • Production Record: Generate today's production record
Try it now