How to Set Up the Nurse Leader Dashboard

Set up your Nurse Leader Dashboard by FIRST using the left-hand filter navigation pane.

Progress graph summaries are automatically generated when there is sufficient data to populate. The graphs provide nurse leaders with the Number of USERS within each category who have not started, are in progress, have validation complete, are finalized, are overdue, are not validated, and who require manager approval if your organization uses manager approval.

For Readiness to Practice Indicator Progress Summary: To view the users in each status category, click the row you are interested in seeing users. For example, in the above screenshot, there are 5 users who are overdue in their RPI progress. Simply Click the Overdue Row with the hyperlink to view the 5 users who have overdue items.

You will be taken to a progress report page with all the users in that category (screenshot below). You can access any of the user's status pages by clicking on their name which is hyperlinked to their status page. The list can be exported in a CSV file or PDF.

For Competency and Module Summaries: To view users in each status category use the same process as above. However, when you click into the row of users you are interested in viewing, you will be taken to a different progress report page that will allow you to download two different progress reports.

Export to CSV provides all USERS in the category. The Export Details to CSV provides all the ITEMS that are in that category. Users with multiple items in the category will be duplicated.

The Export of CSV report screen shows items of interest in green. When you hover over the green highlighted numbers in the columns, you see a quick view of what competency or module is in progress or overdue, etc.

Export to CSV - Choose this option if you want to export a CSV file of the USERS in the category

Export to PDF - Choose this option if you want to export a PDF file of the USERS in the category

Export Details to CSV - Choose this option if you want to export a CSV file of ITEMS and USERS in the category

Export Details to PDF - Choose this option if you want to export a PDF file of ITEMS and USERS in the category