đŻ What's In This Release
đ Complete Home Dashboard Redesign | New visual insights, customizable widgets, and better data at a glance across all modules |
(All Users) | A quick view of key center metrics, items needing attention, and common actions. |
đ New Module Graphs (All Users) | First-time visual insights for Tickets, Hazards, Documents, and Policies & Procedures |
đ Module-Specific Tabs (All Users) | Dedicated tabs for Checklists, Incidents, Tickets, Hazards, Documents, and Policies |
(All Users) | Customize graphs, cards and widgets to display the information most relevant to your role. |
â Favorite Graphs & Widgets (All Users) | Pin your most important graphs to your main dashboard for quick access |
đ Smarter Dashboard Filtering (All Users) | Filter dashboard data by centre, date range, category and other criteria, with filters also applied to exports. |
đĽ Excel Export for Checklists (All Users) | Download completed and overdue checklists in Excel format for easy sharing and analysis. |
đ ď¸ Recent Maintenance & Fixes (All Users) | A summary of recent improvements and fixes released over the past few months |
Transition: The previous dashboard remains available for the next two weeks while you adjust to the new layout.
Your New Home Dashboard
Who should read: All Users
What's new: The home page is completely redesigned with a new layout that gives you instant visibility into your center's operations. When you log in, you'll see an Overview tab with key metrics, plus dedicated tabs for each module you use.
Why it matters: You now have instant visibility into your center's operations without clicking through multiple pages. Data is organized by module with visual charts, making it easy to spot trends, track compliance, and identify what needs attention.
How it works: The dashboard displays modules and data based on your profile permissions and the features enabled for your center. For example, the Documents tab will only appear if your profile has access to Documents, while the Policies and Procedures tab will only appear if the module is enabled for your center.
Overview Tab - Your Center at a Glance
Who should read: All User
Whatâs new: The new Overview tab brings key information and everyday shortcuts in one place. See items that need your attention, quickly start a checklist or log an incident, and access your registers directly from the Home Dashboard.
Why it matters: The Overview makes it easier to see what needs your attention and access the tasks you use most without navigating through multiple pages. You can also customize the Overview to display the information most relevant to your role.
What you see: A snapshot of your center with key metrics and quick access shortcuts:
Items Needing Attention Cards:
Things that need your action (unsigned incidents, overdue checklists, etc.)
Quick Action Shortcuts:
Start a Checklist - jump straight to selecting a center/room and checklist template
Log an Incident - skip to the incident type selection
View Registers - shortcuts to Checklists, Incidents, Tickets, Documents, Policies, and Hazards registers
Customize Your Overview:
Click the settings cog at the top to:
Show or hide specific cards based on the information you want to see
Choose which details are displayed within each card (e.g., show completed/overdue, or just show total)
Change the layout from multiple cards to a single-page view
Each card is clickable - tap any count to jump directly to that register with the filter already applied.
New Module Graphs
Who should read: All User
Whatâs new: The new Home Dashboard introduces visual insights across modules that previously had limited or no graphical reporting. Tickets, Hazards, Documents, and Policies & Procedures now have dedicated graphs and breakdowns, making key information easier to understand at a glance.
Why it matters: Instead of relying mainly on registers and tables, you can now see patterns and important information visually. This makes it easier to understand status, priority, risk, expiry, completion, and other module-specific information without having to work through individual records.
What you can see:
Tickets â See tickets by status, priority, category, and center or room.
Hazards â View risks by risk score, action, room, or center.
Documents â Quickly see documents that are expired, expiring soon, incomplete, or completed.
Policies & Procedures â Keep track of active policies, upcoming or overdue reviews, and staff acknowledgements.
Module-Specific Tabs
Who should read: All User
What's new: The Home Dashboard is now organized into dedicated tabs for Checklists, Incidents, Tickets, Hazards, Documents, and Policies & Procedures, giving each module its own space for graphs, counts, and insights.
Why it matters: Instead of switching between different registers, you can quickly view trends, monitor activity, and find the information you need in one place. Every tab can also be filtered and customized to match the way you work.
What you see: Dedicated tabs for:
Checklists - visual insights into completion rates, scores, status breakdowns
Incidents - incident types, severity levels, categories, status
Tickets - ticket status, priority, categories
Hazards - risk scores, hazard locations
Documents - expiry status, completion status
Policies & Procedures - staff acknowledgements, review status
Each tab shows you data specific to that module, with graphs and counts you can filter and customize.
View Options:
Multi-Tab View - see graphs organized by tabs (default)
Single-Page View - everything on one long scrollable page (useful for centers with multiple monitors)
Customization Features Across All Tabs
Who should read: All User
What's new: Each user can customize the graphs, cards and widgets displayed on their dashboard. You can show or hide graphs, choose between available chart types, and adjust the dashboard to display the information most relevant to your role.
Why it matters: The dashboard can be customized to suit your role and the information relevant to your center. You can hide modules or metrics you do not need, making it easier to focus on the information you use most.
How it works:
On every tab, click the settings cog to:
Show/Hide Graphs - remove any graph you don't need
Switch Chart Types - switch between bar charts and donut charts
Customize Display - choose single-page or multi-tab view
Favorite Graphs and Widgets to Your Overview
Who should read: All User
What's new: Some graphs include a star icon. Click it to add that graph to your Overview tab. Your favorite graphs automatically appear on your Overview tab, so you can see your most important data without leaving the main page.
Why it matters: The Overview brings key information from across your modules into a single page, reducing the need to navigate between tabs. Each user can customize their Overview to display the information most relevant to their role.
Smarter Dashboard Filtering
Who should read: All User
What's new: Filters are available at the top of each module tab and can be used to refine the information displayed across all graphs on the page. Any filters applied will also carry through to exports, so the downloaded data reflects your selected view.
Why it matters: Finding the right information is now quicker and more focused. Data can be narrowed down by center, time, category, and other available filters without having to search through unrelated information or navigate between pages.
How it works:
Choose a center, date range, or category at the top of any tab
Watch all graphs on that tab update instantly
Filters stay applied until you clear them
Export with filters applied - download only the data you're looking at
Example: Filter to "Center A" and "May 2026". All graphs show only Center A data for May. If you export, you get only Center A checklists from May.
Filters Respect Permissions: Your filters only show data you have access to. If you don't have permission to view certain incidents or centers, they won't appear in your filtered results.
Excel Export for Checklists
Who should read: All User
What's new: The Checklists tab now includes an Export option, allowing completed and overdue checklist data to be downloaded as an Excel file. The export reflects any filters applied to the dashboard, so the downloaded data matches the information currently displayed.
Why it matters: Why it matters: The export makes it easier to share checklist information with your team, review trends, or keep records outside of 1Place. The Excel file includes the checklist data that matches your selected filters, giving you a more detailed view of completed and overdue checklists.
How it works:
Apply any filters you need (center, date range, template)
Click "Export"
The file generates in the background
Download it when ready from the Report Tasks section
The export respects all your active filters, so you only get the data you need.
Recent Maintenance & Fixes
To-Do List now shows Franchisee + Site Name: To-Do lists now display both the Center and Room name, making it much clearer which center you're working in when you have access to multiple sites with similar names.
Site name consistency across all areas: Fixed site name display so you always see both Center and Room name in the app, on emails, and across the web portal. No more confusion about which center information belongs to.
Profile history printing now shows historical data: Fixed the profile history print function to display historical changes, not just current information. Useful for auditing and compliance purposes.
Document Register Excel reports: You can now create Excel reports from the Document Register. Filter the data you want, select which columns to include, and download an Excel file for easy sharing with your team or for your records.
Health & Safety workflow improvements: Fixed the workflow so room-level staff can categorize and resolve minor incidents (like first aid incidents) directly at the room level. No need to escalate every incident - staff can mark room-level incidents as "Resolved" when appropriate.
The previous dashboard remains available for the next two weeks. You can use either one while you get familiar with the new layout. After two weeks, the new dashboard becomes your default.
Tips for Switching:
Spend a few minutes exploring the tabs
Customize your Overview by hiding cards you don't need
Add your most important graphs as favorites
Bookmark the pages you use most
Need Help? Contact our support team - we typically respond within 2-24 hours.