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Your Overview (Manager and Team boards)

Last updated Thu Jun 11 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

The Overview is the page you land on when you sign in. There are two boards - a Manager command-centre and a simpler Team board - and which one you see depends on your role.

When you'd use this

  • Checking at a glance whether today is on track and what needs you now (Manager board).
  • Reading the day's notices, seeing your own assigned dive groups, and checking the weather and tide (Team board).

The two boards

  • Manager Overview - the command-centre. From the top down: an amber alert strip (anything that needs attention - gear due for service, boats due for service, staff credentials expiring, divers needing physician sign-off); the weather, tide and notice cards; the operational KPIs (forward load, bookings, dives, bot SLA, WhatsApp); Today's Day Plan; an Action queue and Starting tomorrow pair; a Who's out two-week leave calendar; and a live rail with Waiting for Reply, a Fleet now mini-map of your boats, the 14-day forward-load chart, Recent Activity and Recent Bookings. Money figures are not shown here - they live in Finance.
  • Team Overview - a simpler everybody board: the notice board, your assigned dive groups, weather and tide. No money, no management KPIs.

Senior staff who can see both get a Manager / Team toggle in the top right to switch between them. Everyone else just sees the board their role is set to. Everyone can reach an Overview - nobody lands on a blank page.

The Manager command-centre, card by card

  • Alert strip - amber chips, one per thing that needs attention. Click a chip to jump straight to the page that fixes it. Chips only appear when there's something to show, so an all-clear day has none.
  • Action queue - the "what needs a decision right now" list: bookings to confirm, course students who still need an instructor (links to Assignments), and service jobs in the workshop. Empty when you're all caught up.
  • Starting tomorrow - who walks in the door tomorrow and for what course, with party size and booking status. The card every centre wants at 4pm.
  • Who's out - a two-week calendar of staff leave. Each day shows the initials of anyone off; a dashed circle means leave that's still pending approval. Today is outlined in your brand colour.
  • Fleet now - a mini-map of your boats' live positions and the last 24 hours of their tracks (needs the optional GPS tracker; without it the card invites you to add one).

Choosing which board a role sees

Which board a role lands on is controlled by two permissions in Settings → Roles & Permissions, under the Pages group:

  • Manager Overview - tick this for roles that should see the command-centre.
  • Team Overview - tick this for roles that should see the Team board (on by default for every role).

Tick both for a role and that person gets the Manager/Team toggle. See roles.md.

The notice board (Team board)

  • Everyone sees the notices. Managers (anyone with the Manager Overview permission) can post, pin and delete them.
  • To post: type into "Post a message to all staff…", optionally tick Pin to keep it at the top, then press Post.
  • To remove a notice, press its delete (bin) icon and confirm "Delete this notice?".

Weather and tide cards

Both boards show a weather card (live conditions, wind in knots) and a tide card (the day's high and low waters) for your centre's location.

  • The cards are labelled with your place name (e.g. your island or town), not your centre name.
  • Weather is live. Tide times are generated by DiveOps for your location - if your tide card is empty, your location hasn't been set up for tides yet (see below). The cards quietly hide rather than error when data is missing.
  • Tide times are a planning guide, not for navigation.

Setting your location (for weather and tide)

The cards need to know where your centre is. Set it once in Centre Info → Hours & Locale:

  1. Open Settings → Centre Info and scroll to the Hours & Locale card.
  2. Under Location (for weather & tides), click the map or drag the pin to your centre's spot (or type the Latitude and Longitude).
  3. The Location name fills in automatically from the map (e.g. your island or town) - edit it if you want a different label. This is what shows on the cards.
  4. Save. Weather updates straight away; tide tables are generated by DiveOps per location.

Tips

  • For an offshore pin, the auto-filled name may come back as a province rather than the island or dive area - just type the right name into Location name.
  • The Overview no longer shows any revenue or money figures - those live in Finance (still gated by View pricing & revenue).

Troubleshooting

  • Symptom: the tide card is empty but weather works → Cause / fix: your location is set but DiveOps hasn't generated tides for it yet. Weather is instant; tides are precomputed per location - contact DiveOps support.
  • Symptom: the cards show your centre name, not a place name → Cause / fix: set Location name under Centre Info → Hours & Locale.
  • Symptom: a role lands on the Team board but should see the Manager board → Cause / fix: tick Manager Overview for that role in Roles & Permissions.

Related

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