How to Remove Persons from the Dashboard
This document will walk you through how to remove a person from the Dashboard Listings Card.
Removing a person from the dashboard is super easy! This button will "hide" a person from the dashboard but will not delete their record. It's totally safe to do this for any persons who no longer need a record for a form.
It's really important to note that the Dashboard is a shared view between all users with access to the person and not your own personal view, so please do not remove persons from the dashboard that others are working on since they will lose access.
If you accidentally remove a person who requires a record for that form, you can add them back the same way you would with a new person and all of their data will reappear.
To remove a person click the three dots found within the Dashboard Listing Card and select "Remove". You will be presented with a checkbox system of persons with a record that can be hidden using this action:
Related Articles
Dashboard - Listings Card
The Listings Card is a common feature within the Clevr dashboard. It enables users to quickly navigate to forms, as well as staff, student, or school-based records that they may need to view or update. Listings Card – Accessing a Record Click on any ...Dashboard - Saved Searches
The Saved Search Card provides a quick way to access your searches that have been saved in Clevr. To run a saved search, click the name of the form you’ve saved a search under, then select the appropriate search. The Saved Search Card works in ...Dashboard - Overview and Basic Navigation
The Clevr Dashboard is the main page users see when they log into Clevr. Districts have the ability to customize the dashboard by selecting which cards are displayed upon login. Each dashboard card serves a specific function, providing users with ...Dashboard - Metrics Card
The Metrics Card displays key data about records within a form, such as the number of completed or uncompleted records. The available metrics are customizable and defined by the specific form. The Metrics Card works in conjunction with the location ...Dashboard - My Forms Card
The My Forms Card displays links to forms that users need to complete or reference in order to record data or view information about themselves—when they are the subject of the form. This card is particularly useful for tasks such as staff ...