Use the dashboard and Operations Copilot

Before you start

Check the last complete metrics refresh and reporting month. Coverage and live presence can show current conditions rather than only the selected month.

Step by step

1. Choose the reporting month and refresh the dashboard when you need updated metrics.
2. Review pending confirmations, live presence risk, open slots, uncovered work, near-term risk, and missing attendance.
3. Open the action on the relevant card or Today’s focus to inspect the underlying records.
4. In Operations Copilot, open Show Copilot details to inspect the manager overview. Use Explain with AI when offered for an explanation of the report.
5. Verify recommendations against the linked records, complete the relevant workflow, then refresh to check the result.

Notes & troubleshooting

• An AI explanation is advisory; it does not by itself save assignments, publish shifts, or correct attendance.
• If a refresh is incomplete or fails, do not interpret missing data as a zero count.