The Home Screen is your personalised dashboard in the 9ine Platform, displayed when you sign in.

It brings together the work that needs your attention, together with the content and tools most relevant to your role. You can personalise your Home Screen by choosing which dashboard cards are displayed and how they are organised.

Select the Edit Home icon to personalise your Home Screen.

From Edit Home, you can add or remove dashboard cards, organise them into accordions, rearrange their order and save your layout. Dashboard cards can be combined across Governance, Incident, Privacy, Contract and Vendor areas.

You can return to Edit Home at any time to update your Home Screen.

You can add up to nine accordions to your Home Screen, with up to twelve cards in each accordion.

Once an accordion contains twelve cards, create another accordion to continue adding cards. If you exceed either limit, the Platform will prompt you to remove items or create a new accordion.

No Accordion displays your selected dashboard cards directly on the Home Screen, making it suitable for a small number of high-priority cards.

Grouping cards within an accordion places them under a collapsible heading, helping you organise larger dashboards or related information.

You can use either approach, or combine both, to personalise your Home Screen.

The Progress & Quick Add card provides an overview of your outstanding work across the Platform.

It shows completed and overdue items, with overdue items highlighted in red to help you identify where action is needed. You can also create new records directly from the card using the Add option, without opening the relevant module.

Incident Management displays separate totals for Open and Closed incidents.

Progress & Quick Add includes items where you are the Owner, Member, Reviewer or Approver.

Items with a Closed status are not included, helping you focus on the work that still requires your attention.

If you cannot create a new item, the Add option is replaced by an information icon.

This happens when:

• you do not have access to the module;
• the module licence has expired; or
• your organisation has reached its licence allowance.

Hover over the information icon to view the reason. If you believe you should have access, contact your organisation's 9ine Platform administrator.

Progress & Quick Add only displays modules you have permission to access.

If you expect to see a module that is not displayed, contact your organisation's 9ine Platform administrator to review your permissions.

Select the Refresh icon to update your Home Screen with the latest information.

Hover over the icon to view the date and time your Home Screen was last refreshed.