Dashboard Overview & Quick Search

Dashboard Overview & Quick Search

Summary: Use the dashboard to monitor import queues, field agent queues, quick links, and calendar counts; perform quick searches by job/matter/case.

Quick answer

Enable the bottom dashboard in Orders; click counts to open corresponding queues; search by job number, attorney matter #, or case number; toggle web‑only view.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open the **Orders** tab and enable the **Dashboard** at the bottom.
    media/dashboard-overview-and-quick-search-01.png

    [Insert screenshot for Step 1]

  2. Click numeric **quick links** (e.g., unprocessed jobs, need diligence) to open those lists.
    media/dashboard-overview-and-quick-search-02.png

    [Insert screenshot for Step 2]

  3. Use the **calendar**: clicking a date shows counts (jobs due by date, entered); click counts to load the jobs.
    media/dashboard-overview-and-quick-search-03.png

    [Insert screenshot for Step 3]

  4. Use **Quick Search** to filter by job number, attorney matter #, or case number; click **Clear** to restore the prior list.
    media/dashboard-overview-and-quick-search-04.png

    [Insert screenshot for Step 4]

  5. Optionally check **Web Only** to filter orders to web‑submitted jobs.
    media/dashboard-overview-and-quick-search-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Queues open from counts; quick searches load matching orders on the Orders tab.

Troubleshooting

If numbers don’t open lists, ensure the dashboard feature is enabled and your date filters aren’t hiding items.

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