Your dashboard

What the four number cards mean and how to use the lists on your home page.

The dashboard is the first page you see after signing in, and it is always one click away — click Dashboard at the top of the menu on the left. It answers one question at a glance: what is happening across my organization's trials right now?

The page reads top-to-bottom: a greeting, four number cards, then two lists side by side.

The greeting#

At the top of the page you will see Welcome back, with a line underneath: Here's what's happening across your clinical trials. Nothing here is clickable — it simply confirms you are on your home page.

The four number cards#

Below the greeting sit four white cards in a row. Each shows a label, a large number, and a colored square with a symbol. On a narrow window the cards stack instead of sitting in a row — same cards, same meaning.

• Active Studies (blue) — how many of your organization's studies are currently in the Active stage: the protocol is approved and the trial is running.
• In Development (yellow) — how many studies are in the Protocol Development stage, meaning the protocol is still being written and reviewed.
• Pending Review (orange) — how many protocols are currently waiting on someone's review. If this number is above zero, someone is being waited on — possibly you. Your personal to-do list is the Approval Queue.
• Completed Studies (green) — how many studies have finished.

The cards are a summary, not buttons — clicking a card does not open anything. To act on what a card tells you, use the two lists below it, or the menu on the left.

Note: The numbers cover the studies of your organization that you are allowed to see. Your colleague's dashboard may show the same numbers as yours, but a user in a different organization sees only their own organization's studies — never yours.

The Recent Studies list#

The lower-left card is titled Recent Studies. It lists your five most recent studies. Each row shows:

• the study's title in dark text,
• underneath, in small grey text, the study number and its phase — for example, TRL-001 · PHASE 2,
• on the right, a small colored badge with the study's current stage, such as ACTIVE, PROTOCOL DEVELOPMENT, or COMPLETED.

Each row is a link.

1. Click a row.
2. What you'll see: that study's own page, with its details and its protocols. From there you can open a protocol and start working — see Working with studies.

If your organization has no studies yet, the card simply says No studies yet. To see the full list of all studies — not just the latest five — click Studies in the menu on the left.

The Protocols Pending Review list#

The lower-right card is titled Protocols Pending Review. It lists protocols that are currently in review. Each row shows the protocol's title, and underneath, in small grey text, its version number, the study number, and how long ago it was last touched — for example, v1.0 · TRL-001 · about 3 hours ago.

The rows in this card are information only — they are not links. They tell you which protocols are waiting; the places to actually do review work are:

• Your approval queue — sections waiting for your decision.
• Pending tasks — everything waiting on anyone, across the organization.

If nothing is in review, the card says No protocols pending review.

Using the dashboard well#

The dashboard is a morning glance, not a workplace. A comfortable daily routine:

1. Sign in and let the dashboard load.
2. Look at the Pending Review card. If it is above zero, click Approval Queue in the menu to see whether any of it is yours.
3. Look at the bell in the top bar for a red number — unread notifications. Click the bell to read them. See Notifications and reminders.
4. Click into a study from Recent Studies and carry on where you left off.

Troubleshooting: If the page shows the red message Failed to load dashboard data., Trelice could not fetch the numbers — usually a brief network hiccup. Reload the page in your browser. If it keeps failing, your session may have ended: sign out and back in, and contact your administrator if the message still appears.

Troubleshooting: If a card shows a dash (—) instead of a number for a moment, the figure is still loading. Give it a second or two; it fills in on its own.

What the dashboard does not show#

The dashboard deliberately keeps to the big picture. It does not show individual sections, comments, or due dates. For those, use:

• Pending tasks for a complete, filterable to-do list;
• The audit trail for the full history of who did what;
• the progress page of a protocol for section-by-section completion — see Progress and audit reports.