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Dashboard

The dashboard is the first screen you see after logging in. It gives you a quick summary of your day and shortcuts to the most common actions.

Upcoming and overdue reminders appear at the top. Tap any reminder to open it, or tap View all to go to the full Reminders screen.

Your most recently updated cases appear here for quick access. Tap a case to open it directly.

A summary card shows:

  • Cases assigned to you
  • Visits scheduled this week
  • Pending approvals

The app has five tabs at the bottom of the screen:

Tab What it contains
Dashboard Daily overview (this screen)
Beneficiaries Search and manage beneficiaries
Cases Your case list
Visits Scheduled and completed visits
More Disbursements, Programmes, Proof of Life, Approvals, Reminders, AI Chat, Settings

If the More tab shows a red badge with a number, you have actions queued for sync (recorded while offline). Tap MoreSync Status to review and sync them. See Offline Mode for details.