At any point while you are using the system, if you need to return to your “Home Page,” simply navigate to the dashboard menu item.
The landing page of Passport 360 consists of a notice board which will advise you of large system developments or important notices that may need to be conveyed to the Passport 360 Users.
Widgets are setup per User, customizing your Dashboard to your needs. Select unlimited widgets for “at-a-glance” summaries of your data.
To add widgets related to “Employees” to your dashboard, ensure that you are on the required field.
When selecting employees, there will be a default widget available whereby you can do a quick search on any employee by entering in the relative details and selecting search.
When the details pop up, you can view the individual’s full profile by selecting the view profile button.
To add additional widgets to the employee section, select the add button.
Using the dropdown selection available, select the required widget type.
Authorisation, Competency, Demographics, Grouped Competency, Group Operating License, Group Qualification, Medical, Operating License, Project Linked, PTO, Qualification
Note: an additional dropdown selection will populate for you to refine your search. If you select the medical type, this will not have an additional selection available.
When you have made your required selection, select the add button.
You can make multiple widget selections and when you are complete, select the done button.
Once the system has completed updating the selected widgets, it will appear on your dashboard for easy viewing.
If you want to refine your data output further, using the dropdown selection available on the widget, you will be able to select to view your own Employees, Service Provider Employees or both Employee groups.
To view a detailed report of the selected Employees, select the view button on the widget.
An additional view display will appear, whereby Passport 360 will display who is valid and who is not valid.
Should you want to export the report on an excel spreadsheet, select the export button.
The report will download to your device to view.
Select the delete button on the widget to delete the widget from your dashboard.