Use Dashboard Quick Actions

Use Dashboard Quick Actions

Use Dashboard Quick Actions

Overview

Use dashboard quick actions to jump into high-frequency staff tasks without navigating through each module menu.

Prerequisites

  • You can open Daily Operations Center at /Dashboard/Index.
  • Student records are available in the Select Student dropdown.

Step-by-step Procedure

  1. Open /Dashboard/Index.
  2. In Quick Actions, optionally choose a student from Select Student.
  3. Use one of these actions:
    • Search Student
    • Record Student Payment
    • New Student Fee
    • Assign New Asset
    • View All Students
    • View All Fees
    • View All Assets
    • View All Payments
  4. Complete the target workflow in the destination module.

Variations / Branching Flows

  • Search Student requires a selected student:

If no student is selected, the page prompts: Please select a student.

  • Record Student Payment, New Student Fee, and Assign New Asset work with or without selection:
    • With selected student: navigates to create route with studentId query parameter.
    • Without selected student: opens generic create page.

Expected Outcomes

  • You are routed directly to the selected workflow page.
  • When a student is selected, create flows open with student context in the URL.

Troubleshooting / Edge Cases

  • Student dropdown is empty: verify students are loaded for your current section/tenant scope.
  • Action opens a general create form unexpectedly: reselect a student and retry.
  • Dashboard data appears outdated: refresh the page and reapply filter settings.

Related Workflows

  • Create and Manage Fees
  • Record and Manage Payments
  • Assign Items to Students

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