Client Dashboard

The Client dashboard is used to manage the client information. A client can be associated with an assessment from the assessment screen's "prepared for" field.

The business name field can be used for the name of a business, facility, location, or department. The note field can be used for additional information and information tags can be used such as licence:MP2207-21, operation type:manufacturing, region:central. This not only provides additional information but also support filtering.

When scheduling or starting an assessment a client can be selected and the client information will appear on the report.

1 Add Client

Click the "+ Client" button to add new client information.

2 Filter

Enter a search term to locate specific client information. This will search for data in all of the client fields.

Click clear to clear the filter options.

3 Edit and Delete

Click Edit to update client information.

Click Delete to remove a client.