Getting Started 3 min read
Navigating your role-based dashboard
Your dashboard home page is personalised to your role. The widgets, quick-action buttons, and stat cards you see depend on whether you are logged in as an Admin, DPO, SIRO, or Caldicott Guardian.
DPO dashboard
- Overdue SARs — requests past the 30-day deadline requiring immediate action.
- Open DPIAs — assessments in progress.
- Unresolved Breaches — incidents not yet closed.
- Policies Due for Review — policies with a review date in the past or within 30 days.
- Quick actions: Log SAR, Start DPIA, Log Breach.
SIRO dashboard
- Open Risks — total and by severity.
- High/Critical Assets — assets with outstanding completeness issues.
- DSPT Progress — percentage of assertions completed (NHS only).
- Quick actions: Register Asset, Log Risk, Update DSPT.
Caldicott Guardian dashboard (NHS only)
- Patient data processing records awaiting review.
- Clinical Safety assessments outstanding.
- National Data Opt-Out compliance status.
- Quick actions: Start DPIA, Review Processing Activity.
Left-hand navigation
The sidebar groups modules into: Compliance (ROPA, DPIAs, Breaches, SARs, Risks, Policies), Assets (Assets, Asset Owners, Retention), Suppliers (Companies, Services, Gaps), People, Reports, and Settings. Modules your role cannot access are hidden.
Data on your dashboard auto-refreshes every 30 seconds. If a stat looks stale, click the refresh icon in the top right of any widget.
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