Workspace Admin → Dashboard brings together workspace actions and client organisations requiring attention. Use it to find the next task across the bureau portfolio, then verify the organisation when the linked workflow opens.

Read the summary badges

The header can show non-zero counts for workspace actions, blocked organisations, organisations needing attention, and overdue close-by dates. Available badge links jump to the relevant section of the page. These counts describe different kinds of work; they are not numbers to add together as a client total.

Steps

  1. Inspect workspace actions

    Review Workspace actions required for work that applies across the bureau. Initially only three rows are shown. Use Show all [number] workspace actions to expand them, or Show fewer workspace actions to shorten the list again.

  2. Expand the organisation attention list

    In Organisations requiring attention, review each client’s status and offered action. The first three loaded organisations appear initially. Show all [number] loaded organisations expands the rows already fetched. When more results exist, use the separate Show [number] more organisations action to load another batch.

  3. Open the correct client workflow

    Select the relevant action and verify the client in the shell after navigation. The action can switch the selected organisation before opening its owning module. Check the affected record and current issue there before changing anything.

  4. Refresh after resolving work

    Return to the dashboard and refresh bureau status. Review any refresh or loading error and retry when offered. If counts and loaded rows disagree or a batch failed, treat the attention list as incomplete until verified.

Empty and unavailable states

Verified empty sections can be hidden. During refresh or after a failed check, earlier information can remain visible while the app verifies current status. The absence of a row alone is not evidence that a client’s payroll or statutory work is complete. Use the organisations directory for the full client list; this dashboard is an attention view.

Read-only access keeps status review available while restricting changes. A disabled action can also reflect current permission or session verification; read its explanation and refresh when access has changed.