Dashboard and daily work

How do I tell when the dashboard has no urgent work in LOXA?

Open Dashboard and read the clear-state message. LOXA confirms that no current queue item needs action.

LOXA Dashboard and daily work screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Dashboard and daily work workflow in your LOXA role.
  • Have overdue, due-this-week, and renewal queues ready before you begin.

Step by step

  1. Sign in to LOXA and open Dashboard and daily work.

  2. Open Dashboard and read the clear-state message

  3. Enter or review overdue, due-this-week, and renewal queues.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that LOXA confirms that no current queue item needs action.

What should happen

LOXA confirms that no current queue item needs action.

Open this workflow in LOXA