Migrating to Home

Migrating to Home

Welcome to the new Home migration hub. This series of guides is designed to help System Administrators transition their districts from the legacy dashboard to the new, structured Home framework.

The Core Shift: A Form-Centric Experience

The most significant change in this update is a move from Independent Components to a Unified Form Context.
  1. Legacy Dashboard (Independent Cards): Previously, cards functioned independently. You could have a "Listings" card showing Student Incidents while a "Metrics" card showed Attendance data on the same screen. 
  2. Home (Form-Centric): The new Home is designed around the specific form you are working on. When you select a form (e.g., "Student Incident Report") from the side menu, the entire Home updates to reflect that context. The Listings, Metrics, and Messages cards all align instantly to that single form.
This shift simplifies navigation and ensures that all data on the screen always relates to the same context.

Your Migration Roadmap

Moving your district is a 4-step process. We have created specific guides for each phase of the transition.

1. Understand the Concepts

Before you begin building, it is helpful to understand how the interface has evolved. This guide maps the familiar "Tabs and Widgets" of 2021 to the new "Side Menu and Cards" of 2025, and explains the new "Split-Zone" layout.
  1. Read: Dashboard 2021 vs. Home: Concepts & Changes

2. Unlock Your Tools

You cannot build the new Home if you cannot see it. This guide walks you through the "Chicken and Egg" problem of enabling access for yourself (the Builder) without accidentally switching over your entire staff before you are ready.
  1. Read: Getting Started: Enabling Your Admin Access

3. Plan Your Layouts

Migration is a Role-Based process.  Because you enable the new Home for an entire role at once, every form that role accesses must be ready. This guide provides a Persona-Based strategy (Consumer, Subject, Reporter, etc.) to help you quickly build efficient layouts for your different user groups.
  1. Read: Strategy Guide: Recreating Your Layouts

4. Review Limitations

We believe in transparency. Before you roll out the new Home, review the current functional differences—such as the "Legacy Mode" persistence and currently unavailable features like Guardian Access—to ensure they align with your district's rollout plan.
  1. Read: Known Limitations & Current Issues

Technical Reference

While the guides above cover the strategy of migration, the documentation below covers the specific buttons and settings used to configure the module itself.
  1. Explore: Documentation > Configuration > Home Configuration

Need Help?

If you encounter any issues during your migration or need suggestions on how to best configure a complex role, please contact the Clevr Support team at support@clevr.ca.

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