The Team Captain Dashboard

The Team Captain Dashboard is a centralized view that gives team captains a complete picture of their daily workload, upcoming schedule, and any open issues that need attention. It is designed to be the first screen a team captain sees when they start their day, providing everything they need to plan and execute their work.

How to Access

Navigate to My Work > My Team Dashboard from the main menu bar. The dashboard opens within the main application window within AccuArk's main form, so you can keep it open alongside other windows.

Permission Required

The dashboard is available to users with the TEAMS_VIEW or TEAMS_CAPTAIN permission. Users with TEAMS_VIEW can see the dashboard in read-only mode, while users with TEAMS_CAPTAIN have full access to actions like logging progress and marking entries as complete.

Dashboard Layout

The the My Team Dashboard form is organized into filters at the top and four data grids below.

Filters

At the top of the dashboard you will find two filter controls:

• Team Filter — a dropdown that lets you filter by a specific team or select “All Teams” to see work across all teams you captain
• Status Filter — a dropdown that lets you filter by schedule or invoice status to focus on specific workflow stages

Changing either filter immediately refreshes all four grids below.

Today's Jobs Grid

The first and most prominent grid shows all scheduled work for today. Each row represents a schedule entry and displays:

• Invoice number and customer name
• Team name and team type
• Scheduled time range (or “All Day” if no times were set)
• Job description summarizing what needs to be done
• Current schedule status (Scheduled, In Progress, Completed, Cancelled)

This grid answers the most important question a team captain has each morning: what do I need to do today?

Assigned Invoices Grid

The second grid shows all invoices that are currently assigned to the captain's teams, regardless of whether they have scheduled work today. Columns include:

• Invoice number and invoice status
• Customer name
• Due date
• Balance remaining
• Team name

This gives a broader view of the team's active workload beyond just today's schedule.

Upcoming Schedule Grid

The third grid displays future scheduled work entries, sorted by date. It helps the captain plan ahead by showing what is coming in the next days and weeks. The columns mirror the Today's Jobs grid but cover dates beyond today.

Unresolved Issues Grid

The fourth grid shows all open issues and needs from the progress log that have not yet been resolved. Each row shows:

• Invoice number and customer name
• Progress type (Issue or Need)
• Description of the problem or request
• Date the entry was created
• Who entered it

This grid ensures that nothing falls through the cracks. Issues remain visible until they are explicitly resolved through the the View Progress dialog dialog.

Available Actions

The dashboard provides several action buttons that operate on the selected row in any of the grids:

• Open Work Order — opens the Work Order form for the selected invoice, showing the full work order view with no financial data
• Log Progress — opens FrmJobProgress to log an update, issue, need, or completion entry directly from the dashboard
• Mark Complete — marks the selected schedule entry as Completed without needing to open the full work order
• View Calendar — opens the Team Calendar (FrmTeamCalendar) to see the weekly schedule across all teams

Auto-Refresh

The dashboard automatically refreshes its data when you return from a work order, progress dialog, or any other form that might have changed the underlying data. This means you always see the latest state without needing to manually reload.

Typical Workflow

A team captain's typical day with the dashboard looks like this:

1. Open My Work > My Team Dashboard at the start of the day.
2. Review the Today's Jobs grid to see what is scheduled.
3. Check the Unresolved Issues grid for any problems from previous days that need attention.
4. Click Open Work Order on the first job to review the details, customer info, and job site address.
5. As work progresses, click Log Progress to record updates and report any issues.
6. When a scheduled entry is finished, click Mark Complete to update the status.
7. At the end of the day, review Upcoming Schedule to prepare for tomorrow.

The dashboard is designed to keep team captains organized and informed without requiring them to navigate through multiple forms or menus throughout the day.