Your Dashboard, section by section
When you sign in as an Admin, the Dashboard is your landing page. Here's what you'll see.
Assign Pathways button
The Assign Pathways button is the primary action on your Dashboard. Use it to assign training pathways to one or more volunteers at a time. When you assign any pathway, the intro pathway is included automatically, you never need to add it separately.
Volunteers who appear under Action Needed
The Action Needed section is open by default and shows volunteers whose onboarding is in progress or has outstanding items, for example, missing references, unsigned policies, or incomplete training. Each entry shows what still needs to be done so you can follow up or send a reminder.
Volunteers whose credentials have lapsed are labelled Expired on their row, and volunteers within about a month of a due date are labelled At Risk. Training that is past its due date and unfinished shows an amber Overdue badge. The Suspended group holds accounts that have been suspended or terminated, not lapsed credentials.
Filtering and searching your volunteer list
Below the summary tiles, a row of filters lets you narrow your volunteer list by any combination of status criteria. Each filter is a dropdown set to Any by default, change it to focus on volunteers who need attention in that area.
The available filters are:
- Conversation, whether an onboarding conversation has been recorded
- Probation, probation period status
- Police Check, the status of each volunteer’s Police Check
- Ref 1 / Ref 2, reference collection status for each reference slot
- Account, whether they have an account or are missing one
- Policy Acknowledgement, whether the volunteer has signed your church's policy
- Training, training and pathway completion status
To the right of the filters, you can also:
- Search by name, type any part of a volunteer's name to find them quickly
- Show Columns, choose which columns the volunteer list displays, including a column for each credential requirement. Your choice is remembered for your next visit
- Intro Accounts, toggle this on to show only volunteers whose only assignment is the intro pathway. Despite the label, there is no separate account type; this filters by pathway
- Tags, filter by any tags applied to volunteers in your church
Recent Activity
A log of recent actions in your Safe Pathways account, who completed training, who signed a policy, and other key events. This log shows the last 30 days or the most recent 100 actions, whichever comes first.
What to do on your first visit
If you're setting up Safe Pathways for the first time, here's the recommended order:
- Confirm your church information
Go to Settings and confirm your church name, address, and contact details are correct. - Connect your integrations
Connect Planning Center (to import your volunteer list) and/or Canpro SOS (for Police Checks). - Upload your church policy
Go to Settings > Policies and upload your safeguarding and/or any church policy document. - Set your reference questions
Go to Ref Questions and add or load the sample questions. - Assign Pathways
Use the Assign Pathways button to assign training to your first batch of volunteers.
Frequently Asked Questions
How often should I check the Dashboard?
At minimum, check in weekly to review the "Volunteers have expired from serving" section. During onboarding, especially after the launch webinar or a new volunteer intake, check daily.
The expired section shows someone who's no longer volunteering. How do I clear them?
Open their Volunteer Profile, find their pathway, and turn off renewal reminders. This tells Safe Pathways they're not renewing and removes them from the expired queue.