A Quick Tour of Your Home Page

A Quick Tour of Your Home Page

Think of the Home Page as your daily workspace. This guide breaks down the different zones so you can find what you need quickly and navigate your Clevr Home Page with ease.

The Global Navigation Bar


The blue bar at the very top of your screen is your global navigation for the entire Clevr platform.
  1. Global Navigation: Use the icons on the left side of the bar to jump between major areas of the software, such as your Home page, Notifications, or Bulk Actions.
  2. Current Location: Your current school or site location is displayed in the top right.
  3. User Role & Identity:
    1. Single Role: If you only have one role, you will see your name and the profile icon.
    2. Multiple Roles: If you have more than one role assigned to you, your name will be displayed with your current Role listed beside it in brackets. A dropdown menu will allow you to switch between these roles as needed.
  4. Profile & Logout: The icon on the far right opens a menu where you can manage your personal profile settings, upload a signature, and Log Out of the system.

The Home Navigation Menu


The white menu on the left is used specifically to navigate the Home Page and its different data views.
  1. Global Views: Located at the top, these pages gather data from all your forms into one list.
    1. All Records About Me: Shows every record where you are the subject across the whole system.
    2. Class & Group Insights: Provides views for your specific classes, groups, or locations.
    3. Person Profile Search: A quick way to find one person’s entire history across all forms.
    4. Records Assigned to Me: Displays records where you are currently the designated assignee in a workflow.
  2. Filter & Search: Use the Filter Forms box to quickly find a specific form by name or category.
  3. Starred Forms: Click the star next to any form to pin it to your "Starred" section at the top of the menu for faster access.
  4. Forms List: This section contains the list of individual forms you have permission to access.

The Main View Area

The center of your screen is a flexible workspace container that changes based on what you select in the side menu. While the interface adapts to your tasks, these core features are always available:

The Active Workspace

The center section is your Active Workspace. This is the primary interactive area where you view data, fill out forms, or manage lists. The layout and tools within the Active Workspace will change depending on the type of experience required for your current task.

View Controls

Found in the top right, these buttons manage how the data on your page is displayed:
  1. Switch View: This dropdown allows you to change how the record list is filtered—for example, switching from seeing everyone you have access to ("Listings") to seeing only records about you. You will only see this button if your administrator has configured multiple view options for you.
  2. Collapse/Expand Cards: Click this button to hide the Sidebar Cards and give your Active Workspace more room on the screen.
The area on the right provides extra context and live data for the form or view you are currently using:
  1. Messages: Stay informed with important announcements or instructions from your administration team.
  2. Metrics: View visual data summaries, such as total record counts or progress wheels that show the percentage of complete versus incomplete records.


Types of Active Workspaces

Depending on the form or global view you select, your Active Workspace will display one of the following specialized experiences:

Table Views (Listings & Records About Me)

Most forms utilize a Table View layout, which is optimized for managing large lists of records.

The Tool Bar


The action bar above your records contains the tools you need to manage your data for the selected form. These items correspond to specific actions you can take:
  1. Add & Archive: Create brand-new records or file away old, inactive ones.
  2. Search: Open the search bar to filter your current list and find specific information.
  3. Columns: Choose which pieces of data (like "Grade" or "Due Date") appear in your list.
  4. Grid View: Switch to a spreadsheet-style view for faster data entry across multiple records.
  5. Reports & Export: Generate formatted reports or download your current list of records directly to Excel.
  6. Import: Upload data directly into the current form.

The Record List

This is the central table where your data lives.
  1. Opening Records: Clicking anywhere on a row will open that specific record for viewing or editing.
  2. Columns and Headers: The top row displays field names, such as Name, Number, Role, or Status.
  3. Page Navigation: Use the controls at the bottom of the table to move between pages or change how many rows appear at once.

Insights Views (Class & Group Insights)

This workspace is designed for a high-level look at student cohorts or group progress.
  1. Group Aggregation: View data summarized by class, grade, or location.
  2. Customizing Insights: Configure specific columns to track key performance indicators for your groups.

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