Navigate the ALIS Dashboard

The first page you encounter when logging into ALIS is called the Dashboard. This homepage includes dropdown menus for all software module components, and quick access icons grouped into moveable sections, and additional icons in a panel on the right.

It is possible to change your login Dashboard to instead be one of the ALIS HQ Reports. Read this How can I set my ALIS Dashboard to an ALIS HQ Report? article for more information, and contact your Account Manager or our ALIS Customer Success Team for help.

Dashboard Icons 

The specific icons available to you on the Dashboard depend on your level of access in ALIS, or security role. If you do not have an icon or access to any parts of ALIS you need, first contact your company administrator to ensure you have the correct security role assigned to your staff profile.

The icons shown on this page also depend on whether your organization has additional ALIS features turned on. Additional features include the Drug Count, Inbound Documents, Resident Monitoring, ALIS Connect, and much more. 

Contact your Account Manager or our ALIS Customer Success Team for assistance with updating staff security roles and for more information on available features.

There are five possible sections of icons (in no specific order):

• People
• Meds
• Care
• Alerts
• Billing

These sections can be reordered according to your preferences by clicking near the section name and dragging them up and down your page. The order you set these sections to will be saved for each time you visit the Dashboard and upon your next login.

Menus and Search

The dropdown menus across the top of the page (Dashboard, Prospects, Residents, Medications, etc.) and the Search will be available on on any page in ALIS, not just on your Dashboard.

• While the Dashboard icons are linked to many pages found also in the dropdown menus, your menus may offer additional pages you have access to. Like the Dashboard icons, the dropdown menus and items shown in the menus are based on your assigned security role. If you are missing access to any parts of ALIS you need, first contact your company administrator to ensure you have the correct security role assigned to your staff profile. Contact your Account Manager or our ALIS Customer Success Team for further assistance. 

Use the search bar at the top right of your Dashboard to quickly navigate to the profile of any prospect, resident, staff member, or contact you can access.

When you find the name of the person you are looking for, click their name to go directly to their profile. To open the profile in a new tab, you can right-click the name and select 'Open link in a new tab", or hold down the Ctrl key on your PC keyboard when you click it.

Your Search bar can function in either of the following ways:

• Classic Search - When you start typing in the search bar on the upper right of your page, results will appear below it as soon as you enter one letter. This will include up to five applicants and current residents whose names match your entry and up to five hired staff profiles whose names match your entry.
• Enhanced Search - As soon as you click into the search box, you will see the words "Please search for someone" and some checkbox filters at the bottom. These checkbox options allow you to search for different types of residents, contacts, staff, etc. based on your selection. These checkbox filters are available based on your Security Role. Similar to the classic search, as soon as you enter one letter, the names of up to five individuals of each type of record based on your selected checkbox filters will appear based on your entry.
  • The Enhanced Search option is behind an entitlement and requires an ALIS team member to enable it. Contact your Account Manager or our ALIS Customer Success Team for help. 

Navigate to other community environments

At the top right of the Dashboard and most pages in ALIS, you will see a menu containing your associated community name(s).

• If you work at a single community, it is common that you will have see your main community environment as well as a Training Community in this dropdown menu. 
• If you have access to multiple communities, always refer to this menu when navigating between pages in ALIS to ensure that you're viewing data related to the correct environment. If you have access to a long list of communities, it is helpful to use the search bar in the menu. 

Access to other communities can be granted without adjusting security roles. If you are an administrator, make sure your staff have access to the environments they need. For more information about managing associated communities, read this article: How do I associate a staff member to multiple communities?

Contact ALIS Support and access the Helpdesk

Familiarize yourself with quick resources available to you from the Dashboard and every page in ALIS.

• Our 7 days-a-week support, or ALIS Customer Success Team, is easily reachable by phone and email using the contact information at the bottom of every page in ALIS, whether you are on the Dashboard or not.
• Links to the Helpdesk (this very website) are available at the top and bottom of every page in ALIS.

Related Articles:

• ALIS Login Basics
• How can I set my ALIS Dashboard to an ALIS HQ Report?
• What is a Security Role?
• How do I associate a staff member to multiple communities?

For more assistance with Dashboard Navigation,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com