When you login to ochart.ca you will be directed to your dashboard. The dashboard is designed to provide you with a variety of information, as well as methods to create and edit whatever your position at your agency requires.
At the top of the screen you will see the main navigation. The main navigation will contain the links that your role and permissions dictate. If you do not see an item listed below, it is because you do not need to access it.
- Clicking Home will take you to the dashboard.
- Clicking Staff will take you to a list of staff in your agency.
- Clicking Tracking Tool will take you to the tracking tool page, which contains a list of tracking tool submission from your agency, as well as links to create new submissions. You are also able to edit, view, and delete tracking tool entries.
- Clicking Reports will take you to the reports page, which contains a list of reports submissions from your agency. Click here to learn more about the Reports page.
- Clicking Support will take you to the support page, which contains FAQs, user guides and tracking tool overviews. If you cannot find the resource you need, contact ochart@ohtn.on.ca.
- Clicking Settings will open a dropdown, which allows you to view and edit your profile as well as log out of the OCHART website. Some users will also see links to view all Staff and Organizations connected with OCHART.
- The mail icon will take you to the OCHART Web Application internal messaging page, where you can view and send messages to your colleagues.
The sub-navigation is located directly under the main navigation:
- Under the OCHART logo you will see your organization's name. Some users will be able to click the name to open a dropdown and switch between organizations they are connected to.
- To the far right, there is a language selector. You can choose English (EN) or French (FR) to view OCHART in that language.
Below the main and sub-navigation is the KPI block and "Add New" Button.
- KPIs show statistics for your organization's tracking tool submissions. View the KPI Overview resource to learn more about this block.
- Click the Add New button to open an action dropdown containing links to create Tracking Tools, Reports or anything else that your role and permissions allow.
Below the KPI block are blocks with the current reporting period report and interim tracking tool report.
- To start or edit the report for the current reporting period, click the Start Reporting button.
- To view the report from the current reporting period, click the Preview Report button.
- To view the report from previous reporting period, click the button on the far right. In H2 this would be the View H1 Report button whereas in H1 this would be the View H2 Report button.
- The Interim Tracking Tool Report contains a report of all tracking tool activities for the current reporting period (i.e., all sections that are linked to the tracking tool).
Below these are blocks for Previously Submitted Reports and Upcoming Important Dates. On the left, you can access and view previous reports for either H1 or H2.
On the right, you can view important upcoming dates published by your organization or by OHTN.
The last block on the dashboard is the Recent Tracking Tool Entries list. This list is the same list found on the tracking tools page. This list allows you to quickly located and edit tracking tools that you have submitted. Some users will be able to edit tracking tools that colleagues have created.
To read more about how to use the tracking tool list, refer to the Tracking Tool Page Overview resource.
