Folelse
Getting Started 3 min read

Navigating your role-based dashboard

Your dashboard home page is personalised to your role. The widgets, quick-action buttons, and stat cards you see depend on whether you are logged in as an Admin, DPO, SIRO, or Caldicott Guardian.

DPO dashboard

  • Open DPIAs — assessments in progress.
  • ROPA Activities Due for Review — processing activities past or nearing a review date.
  • Policies Due for Review — policies with a review date in the past or within 30 days.
  • Quick actions: Start DPIA, Add Processing Activity, Register Asset.

SIRO dashboard

  • Open Risks — total and by severity.
  • High/Critical Assets — assets with outstanding completeness issues.
  • DSPT Progress — percentage of assertions completed (NHS only).
  • Quick actions: Register Asset, Log Risk, Update DSPT.

Caldicott Guardian dashboard (NHS only)

  • Patient data processing records awaiting review.
  • Clinical Safety assessments outstanding.
  • DPIAs awaiting Caldicott review.
  • Quick actions: Start DPIA, Review Processing Activity.

Left-hand navigation

The sidebar groups modules into: Compliance (ROPA, DPIAs, Risks, Policies), Assets (Assets, Asset Owners, Retention), Suppliers (Companies, Services, Gaps), People, Reports, and Settings. Modules your role cannot access are hidden.

Data on your dashboard auto-refreshes every 30 seconds. If a stat looks stale, click the refresh icon in the top right of any widget.

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