Understanding Your CertiAlert Dashboard

< p > Your CertiAlert dashboard is your command center for carrier compliance management.This guide explains each section and how to use it effectively.

< h2 > Dashboard Layout < h3 > Top Navigation < ul >

Dashboard: Main overview (current page)

Carriers: Detailed carrier list and management

Settings: Account preferences and configuration

User Menu: Profile, billing, and logout options

< h3 > Quick Actions Bar < ul >

Add Carrier: Quickly add a new carrier

Import CSV: Bulk import carriers from spreadsheet

Generate Report: Export compliance reports

< h2 > Status Overview Cards < h3 > Total Carriers < p > Shows your total carrier count and plan limit:

< ul >

Current number of carriers

< li > Plan limit(e.g., "42 of 50") < li > Visual indicator of capacity usage < h3 > Compliance Summary < p > Color - coded breakdown of carrier statuses:

< ul >

Valid: Green - compliant carriers

Warning: Yellow - attention needed soon

Critical: Orange - urgent action required

Expired: Red - non-compliant carriers

< h3 > Upcoming Expirations < p > Shows carriers with documents expiring in the next 30 days:

< ul >

Count of carriers needing attention

< li > Link to filtered view of expiring carriers < li > Quick access to take action < h2 > Carrier List Section < h3 > List View Features < ul >

Status Indicators: Color-coded status badges

Company Information: Name, DOT/MC numbers

< li > Next Expiration: Upcoming expiration date

Quick Actions: Edit, view, or send alerts

< h3 > Sorting and Filtering < ul >

Sort by status, company name, or expiration date

< li > Filter by compliance status < li > Search by carrier name or DOT number < li > Toggle between list and card views < h2 > Recent Activity Feed < p > Track important events and changes:

< ul >

New document uploads

< li > Status changes < li > Expiration notifications sent < li > Carrier additions or modifications < h2 > Alerts and Notifications < h3 > Alert Bell Icon < ul >

Click to see recent alerts

< li > Red badge shows unread count < li > Mark alerts as read / unread < h3 > Alert Types < ul >

Document expirations

< li > Missing required documents < li > Status changes requiring attention < li > System notifications < h2 > Mobile Dashboard < h3 > Mobile - Optimized Features < ul >

Responsive layout for phone / tablet

< li > Swipe gestures for quick actions < li > Touch - friendly buttons and navigation < li > Essential information prioritized < h3 > Mobile Quick Actions < ul >

Tap carrier name to view details

< li > Long press for action menu < li > Pull to refresh data < li > Share carrier information via email / SMS < h2 > Customizing Your Dashboard < h3 > View Preferences < ul >

Choose default carrier sorting

< li > Set number of carriers to display < li > Customize status color preferences < li > Hide / show specific information columns < h3 > Notification Settings < ul >

Enable / disable desktop notifications

< li > Set alert sound preferences < li > Choose email digest frequency < li > Configure mobile push notifications < h2 > Dashboard Actions < h3 > Bulk Operations < ul >

Select multiple carriers

< li > Send batch reminder emails < li > Export selected carrier data < li > Update multiple carriers at once < h3 > Quick Filters < ul >

Click status badges to filter by status

< li > Use date ranges for expiration filtering < li > Save frequently used filter combinations < li > Share filtered views with team members < h2 > Performance and Loading < h3 > Data Refresh < ul >

Dashboard auto - refreshes every 5 minutes

< li > Real - time updates for critical changes < li > Manual refresh button available < li > Offline mode shows last known data < h3 > Large Carrier Lists < ul >

Pagination for 50 + carriers

< li > Lazy loading for better performance < li > Search to quickly find specific carriers < li > Virtual scrolling for smooth experience < h2 > Keyboard Shortcuts < ul >

A: Add new carrier

I: Import CSV

R: Refresh dashboard

/: Focus search box

< li > Esc: Close modals/dropdowns < h2 > Troubleshooting < h3 > Dashboard Not Loading < ul >

Check internet connection

< li > Clear browser cache and cookies < li > Try incognito / private browsing mode < li > Contact support if issues persist < h3 > Data Not Updating < ul >

Click refresh button

< li > Check if browser is blocking updates < li > Verify account permissions < li > Look for system status notifications