Your Society Dashboard

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What This Page Does

After you’ve completed the Setup Wizard, or when you log into Wisecomply after setting up your society, you’ll arrive at the Dashboard screen.

The Dashboard is your home base in WiseComply. It shows your society's compliance status at a glance and displays the tasks that need attention.

 

Key Features

Status Overview (Top Cards)

  • Overall compliance status

  • Days until AGM and re-registration deadline

  • Current member count

  • Number of pending tasks

View Options Switch between three ways to see your work:

  • Split View: Workflows + task list side-by-side (recommended for most users)

  • List View: Simple to-do list format

Filter Buttons Focus on what matters:

  • All Items: Everything

  • High Priority: Urgent tasks only

  • Due This Week: Tasks due in next 7 days

  • Overdue: Past-due items

What You Can Do

  • View active workflows and their progress

  • See all pending tasks with due dates and priorities

  • Check which tasks are urgent, due soon, or overdue

  • Click into workflows or tasks to start working

  • Use "Bundle & Submit" when multiple similar notifications are ready

 

Getting Started

First time here?

  1. Click the "High Priority" filter to see what's most urgent

  2. Open your first active workflow (usually Re-registration)

  3. Click the current step to begin

Regular check-ins:

  • Use "Due This Week" every Monday to plan your workload

  • Watch countdown timers for critical deadlines

  • Complete workflow tasks in the order shown

 

Common Questions

Why am I not compliant yet? All required activities must be complete. One missing item means the society hasn't met all legal obligations.

What's the difference between workflows and standalone tasks? Workflows are major processes (like Re-registration) with multiple steps in sequence. Standalone tasks are one-off items that can be done anytime.

Next: Click into a workflow or task to begin working through your compliance requirements.

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