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Overview

Dashboard is the Vala workspace for reviewing information relevant to your current work. A Client record also opens on its own Dashboard tab.

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When to use

Use Dashboard when you need to orient to your work before opening a specific workspace or Client record.

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Prerequisites

  • An active Vala account
  • Access to the correct organization

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Step-by-step

1

Open Dashboard

Select Dashboard from the global navigation.
2

Review the available information

Use the information shown for your role and organization to decide which workspace to open next.
3

Open the relevant work

Continue to Contacts, Claims, Tasks, Notes, Calendar, or another workspace that matches the item you need to address.

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Best practices

  • Confirm context before acting on an item from Dashboard.
  • Use a Client’s Dashboard tab for client-specific work.
  • Verify source records before relying on consequential information.

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Common mistakes

  • Treating Dashboard as a substitute for the source record
  • Assuming every role sees the same information
  • Continuing work without confirming the Client or Claim context

Client record

Open a Client record for client-specific work.

Claims

Review claim work.