GraceBridge
User Guide

Dashboard and case list

Screen: /dashboardUpdated 2026-09-22For: Volunteer, Staff / caseworker, Founder

What this screen is for

Screenshot of the dashboard and case list screen at /dashboard, illustrating “What this screen is for”, with numbered callouts: 1. Casework.
Figure 1 — What this screen is for.

This is the morning view — the first thing you see after signing in. Every card on it is a person. It answers one question at a glance: who needs attention right now?

What you see, in the screen's own labels

Screenshot of the dashboard and case list screen at /dashboard, illustrating “What you see, in the screen's own labels”, with numbered callouts: 1. Casework; 2. families helped — verified; 3. Open cases; 4. Crisis today; 5. Follow-ups due; 6. Mine (; 7. The engine’s watch.
Figure 2 — What you see, in the screen's own labels.
  • "Casework" — the page heading, with "Every card is a person. Crisis cases stay pinned to the top." underneath.
  • "{n} families helped — verified" — top right. This number only moves when a volunteer confirms, in the software, that help actually landed. It never counts a promise.
  • Search box — "Know who you're looking for? Start typing a name or case number…" Matches appear as you type, from the first letter of a first name, last name, or case number. Click anywhere on a result row to open that person.
  • Three filter tiles, each one also a toggle: - Open cases — everyone still being carried. - Crisis today — in red. Red on this house means one thing only. - Follow-ups due — people the system thinks have gone quiet too long.
  • Shepherd row — pills for "Everyone," "Mine ({n})," and one pill per shepherd, so you can see one person's whole caseload at a glance.
  • "The engine's watch" — a strip of counts computed from receipts, not promises: after-care journeys walking, lane signals surfaced, crisis interventions where a human took over, and the verified count again.
  • Each case card shows: initials, name, case number, "Crisis today" / "Follow up" badges when they apply, who shepherds it, the needs list, the first line of the story, a status badge, and how long ago the case came in. The whole card is a link — click anywhere on it.

What to do

Screenshot of the dashboard and case list screen at /dashboard, illustrating “What to do”, with numbered callouts: 1. Open cases; 2. Mine (; 3. Marcus Boyd; 4. The engine’s watch.
Figure 3 — What to do.
  • Tap a filter tile to narrow the list to exactly those people; tap it again, or use the "show all" link, to see everyone. When a filter is active, a line says so plainly: "Showing 3 of 12 — filtered to crisis today."
  • Use the Shepherd row to see one person's caseload, including your own — the "Mine" pill.
  • Click a card to open that person's full case page.
  • Read "The engine's watch" as a quick pulse check on the house, not as a to-do list — it's a summary strip, not a queue.

What NOT to do

Screenshot of the dashboard and case list screen at /dashboard, illustrating “What NOT to do”, with numbered callouts: 1. DON'T — Casework; 2. DON'T — Delia Reyes.
Figure 4 — What NOT to do.
  • There is no "add a case" button here, and that's deliberate. Every case starts with the person's own words and their own consent — see Get help / intake for how a new case actually begins.
  • Don't read the absence of a badge as "nothing is happening." A case with no crisis or follow-up badge is simply on-track; open it to see its own notes and timeline if you want the detail.

The Client History Log — a related, separate report

Screenshot of the dashboard and case list screen at /dashboard/volunteers, illustrating “The Client History Log — a related, separate report”, with numbered callouts: 1. Client History Log; 2. Volunteers active this week; 3. Notes written this week; 4. Cases touched this week.
Figure 5 — The Client History Log — a related, separate report.

Next to Reports, the Casework heading links to "Client History Log" — a different page (/dashboard/volunteers), built to answer one specific question: who is doing the work here, and what did they write? Pick a name to read every note that person has written, across every case, newest first — without opening cases one at a time to find them.

  • Scorecard tiles: "Volunteers active this week," "Notes written this week," "Cases touched this week."
  • Table columns: Volunteer · Notes · Cases · Last note (and Last seen, when the account source tracks sign-ins).
  • An honest zero for a volunteer with no notes yet reads: "No notes yet — as of {date}." That is a checked zero, not a missing row.
Volunteer note. If your role is volunteer, both Casework and the Client History Log narrow automatically to your own cases and your own notes — a line on the page says so plainly, e.g. "You are signed in as a volunteer, so this page shows the cases assigned to you and the cases you have written on." This is not a bug or a restriction someone forgot to lift; it is how the role works. Staff, consultants, and the founder see the whole house.
Founder / caseworker (staff) note. Staff roles see every case in the house and can hand a case to a volunteer from the Client History Log's assignment panel, appended for anyone with that permission. A case joins a volunteer's list the moment it's assigned to them, or the moment they first write a note on it.

When something goes wrong

Screenshot of the dashboard and case list screen at /dashboard, illustrating “When something goes wrong”, with numbered callouts: 1. No one in view matches.
Figure 6 — When something goes wrong.
  • No case matches your search: "No one in view matches '{your search}' — check the spelling, or they may not be visible in this session."
  • A filtered or owner-scoped view has nothing to show: "No case this sign-in can see is {filter} right now."
  • An unfiltered view is simply empty: "Nothing in this view right now — which, for this filter, is good news."
  • Both empty states offer a "Show all cases" link back to the whole list.

On a demonstration house only, the dashboard also carries the line "Demonstration data — every person shown is fictional." If you ever see that line on a house you know is carrying real people, tell the founder — that would be a mistake, not a feature.