When to use this
- You’re logging in for the first time and want to understand the layout.
- You need to switch between dashboards or find a specific report.
- You want to use filters or search to save time.
The AiVII layout
1. Top navigation bar
- Tenant name & logo — confirms you’re in the right organisation’s AiVII site.
- Notifications (if enabled) — updates from AiVII or your Super User.
2. Sidebar menu
Dashboard categories are grouped by role:
Home / Immediate Priorities
Senior Leader
Operations
Quality
Compliance
Sales
AAF (Clarity & Intelligence only)
QAR Scenarios (Clarity & Intelligence only)
Funding Info (Clarity & Intelligence only)4. Dashboard navigation bar
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Displays dashboard tabs based on the section you’ve chosen from the left-hand sidebar.
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Click a tab to switch between dashboards within that section (e.g. Operations Leader Dashboard, Operations Manager Dashboard, Skills Coach Dashboard).
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Active tab is highlighted so you know which dashboard you’re viewing.
5. Breadcrumb navigation
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Shows your path within the dashboard (e.g. Operations Leader Dashboard > Learner Drill Through).
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Click any breadcrumb link to return to a previous view.
Using filters and search effectively
- Use filters at the top of the dashboard to focus on specific learner groups, funding statuses, or timeframes.
- Adjust filters before running high-volume reports to speed up loading.
- Clear filters if you’re missing expected data.
Tips
- Always check the Last Data Refresh date before acting on the numbers.
- Bookmark high-use dashboards for quick access.