Today we will have a look at some tips and tricks to make the most of the partner dashboard. We will focus on your proactive work but will finish with some suggestions within the reactive space.
If you have been working with the Safeture platform for a while, you are probably already familiar with the Partner dashboard. In this article, we will talk about some tips and tricks regarding some lesser-known features of the Partner dashboard. The aim is to give a clear user flow presentation of better navigating the different features.
Account Filter widget
Starting From the upper left of figure 1, you will find the Account Filter. Whenever the red, flashing icon in the menu’s sidebar is seen, it notifies about an ongoing emergency.
You can filter the accounts to get a clearer picture of the multiple client accounts, for example, the emergency at Mega Corp. above. Filtering the accounts gives you an aggregated view of the alert data. Selecting and filtering the different clients makes it more efficient by looking at individual alerts and sorting out irrelevant noise.
! Pro tip – add icons/company logos to the different organizations to separate them easier.
The next step is ‘alerts,’ seen in figure 2. After filtering the different client accounts and you still have many alerts in the list, you can filter the alerts feed by pressing “Filter” as seen in figure 3. You can filter on risk level and by country. This is how the partner dashboard gives a dynamic approach to identifying and mitigating potential risks, for the people in your care.
Let’s go more in-depth about the “Alerts” feature. In figure 4, you can see the overview of an “Alerts” widget.
On the right side you have the “Resolve” button (1) – it’s commonly used to clear up alerts that don’t impact any people in your care.
In the lower middle, you can identify (2) the number of people, travel bookings, and facilities affected by the alert. This gives you a quick overview of potentially affected people in the area.
By clicking on the ‘alert title’ (3) or pressing the “Go to Alert” button you will see a page with more information about the incident (Figure 5). Here you will receive a detailed report that describes the incident and how it is assessed, and it also gives the affected people advice on how to act on such a specific incident.
On the alert page you can “Download User List” of the affected users from the specific alert.
! Pro tip – There is an ‘Are you okay’ template by default, to save time. You can both alter this template and add your own templates for future use.
Let’s go back to the Partner Dashboard overview. On the lower right-hand side, you will see a widget called ‘Chats’ (Figure 6). This widget shows all current chats sorted in chronological order. You can follow up by sending another message to those who have not responded. Clicking on any of the chats will take you to the communications module. We will dive deeper into the comms module in another article.
Country Risk Exposure Widget
The Country Risk Exposure widget is a powerful proactive tool. Here you can filter all the risk levels of countries where you currently have people, people who have travel bookings to go there, and all the facilities are shown.
Additionally, in the upper right (figure 7) you can see how to filter different risk levels but also by country. For example, by filtering ‘critical’ risk level you will see an accumulated value of all people, travel bookings, and facilities currently in countries assessed at critical risk level. To see them divided up by country you can click ‘Show details’ as shown below.
After clicking on ‘Show details’ there are more features on a country level to use. You can message all the users currently visiting the country as shown in the middle of figure 8. In addition, you can “Download User List” into a CSV-file.
By clicking anywhere on the country card, the menu will open and show the people currently in the country and the people with upcoming travels to the country. In the example, there is currently a traveler in Russia. By clicking on the traveler, we will come to a more detailed view of the traveler of its latest position and what kind of incidents are currently affecting the traveler (figure 9). Moreover, if we click on a person with a travel booking to Russia, we will come to a more detailed view of that person’s travel booking (figure 10). These two views will be covered more deeply in another article.
! Pro tip – Sorting on high- and critical-risk countries with upcoming travel bookings can be a good proactive measure, especially if you have clients with inexperienced travelers booked to go to higher-risk countries.
We’re down to the final widget of the Partner Dashboard, Emergencies. This differs from the other widgets we’ve discussed as this is entirely reactive in its nature.
“Show Details” (figure 11) in the emergency will take you to a screen with all the contextual information of the user during an ongoing emergency (figure 12). It shows the user’s last location report, last contact with the app, and information on when the emergency was initiated. From this screen you can start working on the response, send a message to the person, and
resolve the emergency when the response process is complete. Additionally, there is a navigation bar with relevant information to the person that initiated the emergency that can help you in the response process.
The Partner Dashboard has many features and many of them are interlinked with other parts of the Safeture platform. For example, the security overview and the communications systems. It’s a solution based on the importance of Location, Information, and Communication and how they interchangeably interact in both proactive as well as reactive work.
Would you like to know more about the Partner Dashboard? Get in touch with us here.