Understand the Manager Home page
See what needs your attention across your teams — all in one place.
The Manager Home page is your starting point in Ausmed. It gives you a live summary of outstanding tasks and compliance rates across Learn, Perform, and Policies, so you can quickly see what needs attention and take action without navigating across multiple areas.
Who this article applies to:
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Team managers
Note: The Home page is currently available to team managers only. Org managers can continue to access each product area directly from the top navigation bar.
In this article:The To Do panel
When you log in, the To Do panel shows outstanding items across your teams, grouped into four sections:
Your immediate tasks
Actions that require your attention as a manager — for example, overdue manager tasks in Perform. These are flagged as Action Required.
Staff overdue
Staff who have missed or overdue requirements in Learn or Perform. If no items are overdue, this section shows a confirmation message.
Open
Requirements that are in progress but not yet overdue. This section shows the total number of requirements and the first due date.
Monitor
Items that don't need immediate action but are worth keeping an eye on — for example, staff who haven't acknowledged policies.
Note: What you see depends on which Ausmed products your organisation has access to. If your organisation doesn't use Perform, for example, Perform tasks won't appear on your Home page.
Compliance rate cards
On the right side of the Home page, you'll see compliance rate cards for Learn, Perform, and Policies.
Each card shows:
- Your team's current compliance rate as a percentage
- A progress bar
- How many staff are compliant out of the total
- Your compliance target (where one has been set)
Filtering by product
By default, the To Do panel shows items across all products. Use the filter tabs to focus on one product at a time.
- At the top of the To Do panel, click All, Learn, Perform, or Policies.
- The panel updates to show only items for the selected product.
Taking action from the Home page
Each item in the To Do panel has a View Items or View Tasks button. Clicking through opens a detailed list where you can take action on the affected requirements or tasks.
View Items / View Tasks
Click View Items or View Tasks to open a list of the affected requirements or tasks. You can filter and sort the list by item title, status, source, or user.
Taking bulk action
From this list, you can select one or more items and apply an action to all of them at once.
- Tick the checkbox next to each item you want to action, or use Select all to select everything in the list.
- Click Other Actions (or the equivalent actions menu) to choose what to do with the selected items.
- Select one of the available options. Depending on the item type, this may include:
- Give Extension — extends the due date for the selected requirements
- Mark as Complete — records the requirement as completed
- Mark as Skipped — removes the requirement from the compliance count for those staff
- Send Reminder — sends a reminder notification to the affected staff
Note: The specific actions available depend on the type of item you're viewing (for example, learning requirements, practical activities, perform tasks, or policies).
Tip: Use Select all to action every item at once — useful when you need to bulk-extend or bulk-remind a large group of staff.
Tips for using the Home page
- Start here each time you log in for a quick read on your team's compliance before diving into the details.
- If Staff Overdue and Monitor both show clear messages, your team is on track.
- Use the product filters to focus on one area at a time — especially useful during audit preparation.
- Your existing dashboards haven't gone anywhere. You can still navigate directly into Learn, Perform, and Policies from the top navigation bar for full reporting and management tools.