The dashboard is the homepage of the Doorways app. Through the dashboard you can access most of the tools needed to perform most used activities.
Note: Different Roles/Permissions will prevent some users from viewing certain features.
Accessing the dashboard is as easy as logging in to your Doorways account. If you need to navigate back to the dashboard later on, click the "click HDS Doorways" button in in the top left hand corner of the main header bar.
A. Search (All households and all units): Search for tenants, applicants or units using a key word such as first name, last name, SSN, ARN, unit id, address, city, state, or zip. (See Search - Find a Person or Unit)
B. Transact (Post a Transaction): First prompts users to search for the household you wish to post a transaction for, then walks you through posting a payment. (See Transact - Post a Transaction)
C. Inspect (Schedule an Inspection): Launches the Schedule an Inspection wizard. (See Inspect - Create an Inspection)
D. Repair (Open a Work Order): This feature is currently unavailable with the beta version of Doorways, but will be coming soon for ease in managing work orders. (See Work Orders)
E. Sign Up (Sign Up a New Applicant): This feature is used to sign up all new applicants. (See Creating a New Household)
F. Main header bar:
Main Navigation Bar:
1 - Application Name - navigates back to the home dashboard.
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5 - Groups: opens grouping feature, wherein you may create a group list and perform bulk actions within each list. (See GroupingGroups)
6 - Reports: Custom Reports created through our extensibility feature will appear within this feature category. If enabled, you will be taken to a separate application to run reports through this link.
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f. Help Guide - takes you here! to documentation
g. Option to log out
B. Search (All households and all units): Search for tenants, applicants or units using a key word such as first name, last name, SSN, ARN, unit id, address, city, state, or zip. (See Search - Find a Person or Unit)
C. Transact (Post a Transaction): First prompts users to search for the household you wish to post a transaction for, then walks you through posting a payment. (See Transact - Post a Transaction)
D. Inspect (Schedule an Inspection): Launches the Schedule an Inspection wizard. (See Inspect - Create an Inspection)
E. Repair (Open a Work Order): This feature is currently unavailable with the beta version of Doorways, but will be coming soon for ease in managing work orders. (See Work Orders)
F. Sign Up (Sign Up a New Applicant): This feature is used to sign up all new applicants. (See Creating a New Household)
G- Intake Dashboard: provides options to enable
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c. Intake Miscellaneous
H - Walk Me Through Tool is designed to walk you through a task you would like to perform (See Walk Me Through)
I - Service Desk Widget provides in app access to the documentation you see here. It also allows you to open a ticket with the Support team for help, suggesting new features, or reporting a bug! (See Service Desk)