The Dashboard is role-specific. A biller and a compliance officer see different tiles and
different shortcuts, because they act on different things. What you see below depends on your role
and module permissions.
Metric tiles
Tiles appear only when your role can see the underlying module.
Tiles read green when the count is zero and flag for attention when it is not. Overdue Tasks
shows “on track” at zero and “needs attention” otherwise.
Active Members is labelled either “this location” or “organization-wide” depending on whether
your view is scoped to a location. Check the label before comparing counts with a colleague.
What each role sees
Quick-access shortcuts are tailored per role:Reading the Dashboard each morning
1
Clear anything flagged red
OIG flags and overdue tasks block work downstream.
2
Work the EVV exception count down
Every unresolved exception is revenue that cannot be billed. See
Time & Attendance.
3
Check expiring credentials and licences
Both give 30 days of warning. Acting at day 30 is easy; acting at day 1 is not.
4
Work today's tasks
Tasks Due Today links into the Task Manager.
The morning brief
Alongside the Dashboard, OfficeRidge can email a Morning Compliance Brief summarising open findings by type and severity. Turn it on in Notification preferences.Troubleshooting
Related
Task Manager
Recurring task rules and weekly rollups.
Compliance
Open findings and the compliance calendar.

