Metrics

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Dashboard
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ROLE PRIVILEGES NEEDED: <udl-white>Metrics<udl-white>

ADD DASHBOARD METRICEDIT DASHBOARD METRICDELETE DASHBOARD METRIC

In Careficient, metrics can give you statistical measurements of your agency’s performance and production. To set up metrics in Careficient, from the Dashboard menu, select Metrics

ADD DASHBOARD METRIC <returntomenu>menu ↑<returntomenu>

Click <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Dashboard Metric<udl-orange>

Select the drop down <btn>  All       ▾   <btn> to the right of Agency to select your agency.

Select the drop down <btn>   --Select--      ▾   <btn> to the right of Metric. You have the following options:

Enter a value and a start date and select <btn>    Add    <btn>.

EDIT DASHBOARD METRIC <returntomenu>menu ↑<returntomenu>

You can click the Edit <icon-editpencil>xxx<icon-editpencil> icon to change the value or the start and end dates.

Make the necessary changes and click <btnw>    Save   <btnw>

DELETE DASHBOARD METRIC <returntomenu>menu ↑<returntomenu>

Or you can delete the entry by selecting the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.

Interactive Tutorial