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Dashboard: My Metrics

Last Updated: January 21, 2026
Document ID: UG-DASH-007
Version: 1.0

Overview​

The Dashboard: My Metrics tab displays your personal performance indicators and case status analytics in a table format. This view focuses on metrics-relevant information including alerts, helping you prioritize cases that need attention.

What this guide covers:

  • Understanding the metrics table columns
  • Sorting and filtering your metrics
  • Customizing column visibility
  • Interpreting alert counts
  • Comparing My Metrics to My Caseload

What this guide does NOT cover:

Who should use this guide:

  • Case Managers tracking their performance
  • Care Coordinators monitoring alerts
  • Team Members prioritizing urgent cases
  • Anyone needing metrics-focused case data

Key Terms​

TermDefinition
My MetricsPersonal metrics table view showing your assigned cases with alert and status information
AlertsSystem notifications or warnings associated with a case requiring attention
GroupCurrent major phase in the Process Flow (also called "Status")
Open TasksCount of incomplete tasks currently assigned

Accessing My Metrics​

Location: Dashboard > My Metrics tab

Steps:

  1. Click the Dashboard icon in the left navigation bar (4-square grid icon)
  2. The Dashboard opens showing the My Overview tab by default
  3. Click the My Metrics tab at the top (third tab, after My Overview and My Caseload)
  4. The metrics table view displays

Default view: Shows all your assigned cases with metrics-focused columns

Table Structure​

The My Metrics table displays 9 columns optimized for performance tracking and alert management:

Default Column Order​

PositionColumnDescriptionSortableFilterable
1Client IDUnique identifier for the client✅✅
2StatusCurrent case state (Active, On Hold, Closed)✅✅
3AlertsNumber of active alerts on the case✅✅
4NameClient name (hidden in Safe Mode)✅✅
5GroupCurrent major phase/status in Process Flow✅✅
6Next DeadlineDate of nearest upcoming deadline✅✅
7AssigneesTeam members with active task assignments✅✅
8Open TasksCount of incomplete tasks✅✅
9Last UpdatedTimestamp of most recent activity✅✅

Column Details​

Client ID​

What it shows: Unique identifier assigned to each client (e.g., "C9969")

Use case: Reference cases in discussions or documentation

Status​

What it shows: Current case state

Possible values:

  • Active - Case is currently being worked on
  • On Hold - Case is paused (reason recorded in activity log)
  • Closed - Case has reached Exit stage and is complete

Use case: Filter to see only active cases requiring attention

Alerts​

What it shows: Number of active system alerts on the case

Visual: Numeric count (e.g., "3" means 3 active alerts)

What triggers alerts:

  • Missing required information
  • Deadline proximity warnings
  • Compliance issues
  • Custom alerts configured by administrators

Use case: Sort by Alerts DESC to prioritize cases needing immediate attention

💡 Key Column: This is the primary difference from My Caseload - alerts are prominently displayed for quick triage

Name​

What it shows: Client's full name

Safe Mode: Hidden when Safe Mode is active (only Client ID visible)

Use case: Quickly identify cases by client name

Group​

What it shows: Current major phase in the Process Flow (also displayed as "Status" in other views)

Examples:

  • "Consumer Engagement"
  • "CARE 101 Outcome"
  • "Provider Engagement"

Use case: Understand which phase of the workflow each case is in

💡 Note: "Group" and "Status" refer to the same concept - the major chapter your case is in. See Process Flows Guide for details.

Next Deadline​

What it shows: Date of the nearest upcoming deadline

Format: MM/DD/YYYY

Use case: Sort by Next Deadline ASC to see most urgent deadlines first

Assignees​

What it shows: Avatar circles of team members with active task assignments on this case

Visual: Multiple avatars may appear if several team members have tasks

Use case: See at a glance who's working on each case

Open Tasks​

What it shows: Count of incomplete tasks

Use case: Identify cases with high task counts that may need additional support

Last Updated​

What it shows: Timestamp of the most recent activity on the case

Format: Date and time

Use case: Sort by Last Updated ASC to find cases that haven't had activity recently

Key Differences: My Metrics vs. My Caseload​

AspectMy MetricsMy Caseload
FocusPerformance tracking and alert managementComprehensive case data
Alerts column✅ Prominently displayed❌ Not included
Stage column❌ Shows Group instead✅ Shows specific Stage
Maintainer column❌ Not included✅ Shows case owner
Active/Open Tasks"Open Tasks" label"Active Tasks" label
Flow Duration❌ Not included✅ Days since case creation
Completed column❌ Not included✅ Completion status/date
Total columns9 columns11 columns
Primary use caseQuick triage and alert responseDetailed case tracking

When to use My Metrics:

  • You need to prioritize by alerts
  • You want a quick performance snapshot
  • You're focusing on urgent items

When to use My Caseload:

  • You need complete case details
  • You want to see maintainer assignments
  • You need Flow Duration or Completed status

Sorting Cases​

Click any column header to sort the table by that column:

  • First click: Ascending order (A-Z, oldest-newest, lowest-highest)
  • Second click: Descending order (Z-A, newest-oldest, highest-lowest)
  • Third click: Removes sort (returns to default)

Common Sorting Patterns for Metrics​

Sort by Alerts DESC:

  • See cases with most alerts first
  • Prioritize cases needing immediate attention
  • Useful for daily triage

Sort by Next Deadline ASC:

  • See most urgent deadlines first
  • Plan your day around approaching deadlines
  • Prevent cases from becoming past due

Sort by Open Tasks DESC:

  • Find cases with most work remaining
  • Identify cases that may need support
  • Balance workload distribution

Sort by Last Updated ASC:

  • Find stagnant cases
  • Identify cases needing follow-up
  • Ensure no case is forgotten

Filtering Cases​

Each table column has its own filter:

Steps to apply filter:

  1. Click the filter icon in any column header
  2. Select filter criteria:
    • Column: Which column to filter (pre-selected)
    • Operator: Comparison method (e.g., "is", "contains", "greater than")
    • Value: Specific value to match
  3. Click Apply
  4. Table shows only matching cases

Example Filters​

Show only Active cases with alerts:

  1. Filter Status: "is" → "Active"
  2. Filter Alerts: "greater than" → "0"
  3. Result: Only active cases that have alerts

Show cases in specific Group:

  1. Filter Group: "is" → "Consumer Engagement"
  2. Result: Only cases in Consumer Engagement phase

Show cases with high task counts:

  1. Filter Open Tasks: "greater than" → "5"
  2. Result: Cases with more than 5 incomplete tasks

⚠️ Important: Filter settings reset when you navigate away from the Dashboard: My Metrics tab. Your filters are not saved between sessions.

Column Management​

Customize which columns are visible in your table view.

Column Management Options:

Each column header provides:

  1. Filter (gray filter icon) - Apply filters to column
  2. Hide column (gray eye with diagonal slash icon) - Temporarily hide the column from view
  3. Manage columns (gray 3 vertical bar icon) - Open column management panel

To hide a single column:

  1. Click the column header you want to hide
  2. Click the "Hide column" icon (eye with slash)
  3. The column disappears from the table
  4. Other columns expand to fill the space

To manage all columns:

  1. Click the "Manage columns" icon (3 vertical bars) on any column header
  2. The column management panel opens
  3. Check/uncheck columns to show or hide them
  4. Click Apply or Done to save changes

Custom column configurations:

  • Alert Focus: Show only Client ID, Status, Alerts, Next Deadline, Open Tasks
  • Quick Scan: Show Name, Group, Next Deadline, Last Updated
  • Team View: Show Name, Group, Assignees, Open Tasks

⚠️ Important: Column visibility settings may reset when you navigate away from the Dashboard: My Metrics tab. Check if your preferences are saved between sessions.

Opening a Case​

Access the full Case Page from the table view.

Two methods:

  1. Click the row - Opens the Case Page for that case
  2. Click Client ID link - Also opens the Case Page

What happens:

  • Case Page opens in main view
  • You can work on tasks, documents, and other case details
  • Use browser back button or Dashboard icon to return to My Metrics

Common Use Cases​

Daily Triage: Prioritizing by Alerts​

Scenario: Start your day by addressing cases with alerts

Steps:

  1. Navigate to Dashboard > My Metrics
  2. Click Alerts column header to sort DESC
  3. Cases with most alerts appear at top
  4. Click into each case to review and resolve alerts
  5. Work through list from highest to lowest alert count

Deadline Management​

Scenario: Ensure no upcoming deadlines are missed

Steps:

  1. Navigate to Dashboard > My Metrics
  2. Filter Status: "is" → "Active"
  3. Sort by Next Deadline ASC
  4. Review upcoming deadlines
  5. Create action plan for approaching deadlines

Monitoring Workload​

Scenario: Check which cases have the most work remaining

Steps:

  1. Navigate to Dashboard > My Metrics
  2. Sort by Open Tasks DESC
  3. Identify cases with high task counts
  4. Determine if any need support or reassignment
  5. Balance your workload accordingly

Finding Stagnant Cases​

Scenario: Identify cases that haven't had recent activity

Steps:

  1. Navigate to Dashboard > My Metrics
  2. Sort by Last Updated ASC
  3. Cases with oldest update dates appear first
  4. Review why they haven't been updated
  5. Take action to move them forward

Tips and Best Practices​

💡 Start your day with Alerts: Sort by Alerts DESC each morning to handle urgent items first

💡 Combine filters: Use Status "Active" + Alerts "greater than 0" to focus on actionable urgent cases

💡 Use Group filter: When focusing on a specific phase of work, filter by Group to see only those cases

💡 Hide unnecessary columns: Customize your view to show only the data you need for your current task

💡 Switch between views: Use My Metrics for quick triage, then switch to My Caseload for detailed analysis

⚠️ Remember: Filters and column settings reset between sessions - reapply as needed

FAQ​

Q: What's the difference between "Open Tasks" and "Active Tasks"?​

A: These are the same concept with different labels:

  • My Metrics: Uses "Open Tasks" label
  • My Caseload: Uses "Active Tasks" label

Both show the count of incomplete tasks on the case.

Q: Why don't I see the Maintainer or Stage columns?​

A: My Metrics focuses on performance-relevant columns to reduce clutter. The Group column (showing major phase) replaces the detailed Stage information.

If you need to see Maintainer or specific Stage, use My Caseload instead, which includes all 11 columns.

Q: How do alerts get added to cases?​

A: Alerts are generated automatically by:

  • System rules detecting missing information
  • Deadline proximity triggers
  • Compliance checks
  • Administrator-configured rules

Click into a case to view detailed alert information and take action to resolve them.

Q: Can I see metrics for cases I don't own?​

A: My Metrics shows cases assigned to YOU (where you have tasks or are the maintainer). To see organization-wide metrics, use Process Insights: Metrics instead.

Q: What happens to a case when all alerts are resolved?​

A: When all alerts are resolved, the Alerts column shows "0". The case remains in your My Metrics view - alerts are just one indicator of status, not a filter for visibility.

Q: Can I export My Metrics data?​

A: The My Metrics tab is designed for on-screen viewing and quick analysis. For formal reports and exports, use the Reports section accessible from the left navigation bar.