Comprehensive Guide to Using the Login Software Dashboard

Learn how to navigate and utilize the login software dashboard, including managing safeguarding cases, staff, users, and monitoring risk trends. Perfect for client explanations and onboarding.

January 14, 2026 By Jake Willcoxson

In this guide, we'll learn how to use the dashboard for the login software to manage locations, safeguardings, forms, wounds, and infections. We will also cover how to view and update records, track risk trends, and manage staff and user accounts. This will help you understand how to navigate the system and keep your service information up to date.

Let's get started

This is our dashboard for the login software. Use it if you need to explain anything to clients. This shows how many registered locations we have or they have. This shows how many safeguarding cases they have open. This shows how many forms have been submitted but not yet reviewed by managers. Shows how many wounds are unhealed, how many tasks are pending completion, and how many current infections a service has.

When I click on them, a list of open safeguardings appears.

Step #2: This shows how many registered locations, how many open safeguardings, how many open forms pending review, how many open wounds, how many DoLS applied for not approved and how many current infections - if they click into these - for example Safeguarding — This shows how many registered locations, how many open safeguardings, how many open forms pending review, how many open wounds, how many DoLS applied for not approved and how many current infections - if they click into these - for example Safeguarding

This will bring up the list of forms themselves - I can view it by clicking there, edit to update it, or download the form. If I click on the yellow eye, they can view the completed form with all the information.

Then able to review the form and click back to dashboard

They can view the services that have an increased risk score.

Step #5: Click on "Number of locations with an increasing risk score" — Click on "Number of locations with an increasing risk score"

They can click on the sections, such as Safeguarding which will display the chart. This allows them to see trends over several months.

They can click here to return to risk calculation. This will display their overall monthly score, any data the system has captured, the date of the last PIR, and other registration details.

Step #8: From risk calculation they can then see more information about there service — From risk calculation they can then see more information about there service

Step #9: Click Dashboard to return to Dashboard — Click Dashboard to return to Dashboard

To add staff to the system, clients should click on Staff Management.

Step #10: Click on "Staff Management" — Click on "Staff Management"

Select their location. Enter the staff member's name. Choose whether they need access to raise forms and view policies, only view policies, or just access policies.

Step #11: Click on "Select Registered Location" — Click on "Select Registered Location"

Step #13: Click on "Full Name" — Click on "Full Name"

Step #14: Click on "Service Access for Selected Care Homes" — Click on "Service Access for Selected Care Homes"

Step #15: Can select one or both options — Can select one or both options

Create a username. Create a password. They do not need an email address. Then, simply click Add. Click on Staff Management and scroll down to view all current staff members. Click the pencil button to change a staff member's password or delete them if they have left.

Step #17: Click on "Status" — Click on "Status"

To create users, note that users are defined as anyone who is a manager or above.

Step #18: Click on "User Management" — Click on "User Management"

Step #19: Click User Management — Click User Management

They... Click on User Management. Select if the user is a manager, regional manager, or owner. This determines if they have access to multiple sites.

Type in the phone number and create a password.

This requires an email address; otherwise, it will not work.

Comprehensive Guide to Using the Login Software Dashboard

Learn how to navigate and utilize the login software dashboard, including managing safeguarding cases, staff, users, and monitoring risk trends. Perfect for client explanations and onboarding.

January 14, 2026 By Jake Willcoxson

Let's get started

When I click on them, a list of open safeguardings appears.

Then able to review the form and click back to dashboard

They can view the services that have an increased risk score.

They can click on the sections, such as Safeguarding which will display the chart. This allows them to see trends over several months.

They can click here to return to risk calculation. This will display their overall monthly score, any data the system has captured, the date of the last PIR, and other registration details.

To add staff to the system, clients should click on Staff Management.

Select their location. Enter the staff member's name. Choose whether they need access to raise forms and view policies, only view policies, or just access policies.

To create users, note that users are defined as anyone who is a manager or above.

They... Click on User Management. Select if the user is a manager, regional manager, or owner. This determines if they have access to multiple sites.

Type in the phone number and create a password.

This requires an email address; otherwise, it will not work.