Whānau Tahi Dynamics 365 Dashboards
These dashboards are available as part of Whanau Tahi Intake, Whanau Tahi Back Office and/or Whanau Ora Planning Model-Driven App.
1. Demographics Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Breaks down clients by ethnicity, age group and suburb. In addition, there’s a chart that summarizes Maori clients by tribe.
Intended users – All kaimahi
2. Group Program
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Displays group programs that have been created in the last 12 months and also their related sessions. There is also a list that displays the sessions related to the group programs.
Intended users – All kaimahi
3. Navigator Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Displays inbound referrals, activities, overdue outcomes and a list of plans for the current user.
Intended users – All kaimahi
4. Navigator Manager Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Displays all plans, outcomes and referrals by owner, providing the Manager with a holistic view.
Intended users – Manager
5. Referrals Management Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Summarizes referrals by service, status and owner. There is also a list displays all the active referrals.
Intended users – All kaimahi
6. Referrals, Plans and Outcomes
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Displays active referrals, plans and outcomes for the current user.
Intended users – All kaimahi
7. Tamariki Ora Kaimahi Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Summarizes assessment activities by different metrics. There is also a chart that summarizes plan activity by owner.
Intended users – All kaimahi
8. Tamariki Ora Manager's Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended purpose – Summarizes assessment activities by different metrics. There is also a chart that summarizes plan activity by owner.
Intended users – Manager
9. Team Leader Dashboard
Available in Whanau Tahi Intake, Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App.
Intended use – Provides an overview of plans created by month, referrals, outcomes, goals and activities. It also displays plans, outcomes and activities by owner.
Intended users – Team leader
10. Contract Management Dashboard
Available in Whanau Tahi Back Office Model-Driven App only.
Intended use - Displays incoming referrals by service.
Intended users - All kaimahi
11. Contract Performance Dashboard
Available in Whanau Tahi Back Office Model-Driven App only.
Intended use - This chart is dependent on goals and metrics set by the admin for the different services. It displays targets for the diffent services and current progress till date.
Intended users - All kaimahi
12. Referral Triage Dashboard
Available in Whanau Tahi Back Office and Whanau Ora Planning Model-Driven App only.
Intended use - Displays incoming referrals that are in triage, by proprity and reason. There is also a list that dislays the referral items.
Intended users - All kaimahi
13. Organization Insights Dashboard
Available in Whanau Tahi Back Office Model-Driven App only.
Intended use - Displays the default organization insights dashboard as configured by Microsoft.
Intended users - All kaimahi
14. Student Activity Dashboard
- Available in Whanau Tahi Back Office Model-Driven App only.
- Intended use - Displays a list of activities created by students.
- Intended users - Admins and supervisors