This article will cover an overview of the Home Screen and the associated tabs and tools.
The Home Screen
Figure 1
- The Home Button
In the top blue bar, on the left, is an icon shaped like a house that will return you to the Home screen from anywhere in the software. (see above - Figure 1)
- The Add New dropdown
will allow you to choose what new item you are adding, such as New Case, New Client, New Defendant, New Location, and New Event. (see above - Figure 1) ****link to add new articles****
- The Records dropdown
will allow you to view the list of records for each of the record types such as Cases, Clients, Defendants, Locations, and Events. (see above - Figure 1) ****link to records articles****
- The Reports dropdown
will allow you to find the type of reports you are wanting to generate such as Grant Reports, Dynamic Reports, Aggregate Reports (for Enterprise System Users), Human Trafficking Report (this is an additional feature with additional cost), and the Classic Reports. (see above - Figure 1) ****link to reports articles****
- The Admin button
that brings you into the Admin screen for configuration of the software, this screen is only available to Administrators on the account. (see above - Figure 1) ****link to admin articles****
- The Feedback button
will give you 3 different options for requesting assistance or reporting issues. (see above Figure 1) ****link to articles for each feedback option****
- The Log out button
will log you out of the software. (see above - Figure 1)
Figure 2
In the top blue bar, in the middle, you will see the person that is signed in and the VSTracking account number for the organization. (see above - Figure 2)
Figure 3
In the top blue bar, on the right, you will see the Quick Search tool that will allow you to search each of the records types (case, client, defendant, location, and event), and the Notifications bell that will open a window to display any notifications for the signed-in user. (see above - Figure 3)
Figure 4
Below the top blue bar, you will see the 3 tabs of information: My Day, Quarterly Stats, and Timesheet (Non-Victim). (see above - Figure 4)
Figure 5
The My Day tab
will display a list of recent clients entered into the database, the incomplete tasks for the signed-in user, the upcoming appointments for the signed-in user, and the upcoming court dates for the signed-in user. If you are an Admin on the account, you can view your own recently entered clients, incomplete tasks, upcoming appointments, and upcoming court dates or you can choose a user from the user list to view their items. (see above - Figure 5). For more information please see the What is the My Day tab on the Home Screen article.
Figure 6
The Quarterly Stats tab
will display the signed-in users’ quarterly stats in graph form. The default is Quarter to Date, however, the user can choose a different date rage from the dropdown box in the upper left corner. (see above - Figure 6)
Figure 7
The Timesheet (Non-Victim) tab
will allow you to enter time logs that are not for a specific victim or client. (see above - Figure 7)
Figure 8
In the bottom blue bar, you will see the letters "en" and an arrow. This will allow you to change the language of the software. It defaults to English, but you can choose French or Spanish. (see above - Figure 8)