RCA Dashboard
Overview
Use the RCA Dashboard as the main starting point for the Reference Check App.
The dashboard gives you a quick overview of key activity and provides direct access to the main areas of the system, including jobs, candidates, reference checks, forms, branding, and data retention settings.
RCA stands for Reference Check App.
Quick start
- Review the summary tiles at the top of the page to understand current activity.
- Choose the area you want to work in by clicking one of the dashboard cards.
- Use the dashboard whenever you want to move quickly between the main parts of the system.
Main sections / fields / actions
Navigation cards
The dashboard cards give you direct access to the main areas of the app.
Common cards include:
- New Job — create a new job record
- Jobs List — view and manage existing jobs
- New Candidate — add a new candidate
- Candidates List — view and manage candidates
- New Reference Check — start a new reference check
- Reference Checks List — view existing reference checks
- New Reference Check Form — create a custom form
- Reference Check Forms — view and manage forms
- Custom Branding — update colours, logo display, and message styling
- Data Retention Policy — manage candidate data retention settings
Click any card to go directly to that section.
Dashboard layout
The dashboard is designed to work across different screen sizes.
On larger screens, cards are displayed in rows. On smaller screens, the layout adjusts automatically so that the page remains clear and easy to use.
Access restrictions
Some dashboard cards may not be available to every user.
If a section is restricted, you may see that it cannot be opened. In that case, contact your administrator if you believe you should have access.
Common tasks
Open the jobs area
Use the Jobs List card to view current jobs, or New Job to create a new one.
Add a new candidate
Use the New Candidate card to enter a new candidate into the system.
Start a reference check
Use New Reference Check to begin the reference-check process.
Create a custom form
Use New Reference Check Form to build a form for collecting referee responses.
Update branding settings
Use Custom Branding to manage visual settings such as banner colours, button colours, logo display, and default wording.
Review retention settings
Use Data Retention Policy to check or update how candidate data is retained by default.
Tips for using the dashboard
Check the summary tiles regularly
The dashboard is useful for spotting new activity, upcoming reminders, and any failed sends that may need follow-up.
Use cards for faster navigation
Rather than moving through menus, use the dashboard cards to jump straight to the area you need.
Refresh if figures seem out of date
If the summary tiles do not look current, refresh the page to load the latest information.
Troubleshooting
The summary numbers do not look correct
Refresh the page and check again.
If the figures still seem wrong, make a note of which tile is affected and when you noticed the issue.
A dashboard card does not open
Try refreshing the page and selecting the card again.
If the problem continues, check whether you have access to that section or contact support.
I cannot access one of the sections
Your account may not have permission to open that area. Contact your administrator if you need access.
I was signed out unexpectedly
If you are signed out while using the app, sign in again and continue your work.
If this happens repeatedly, report the time and what you were doing when it occurred.
The page does not display properly on my device
Try opening the dashboard in a modern browser and refresh the page.
If the issue continues, test on another device or browser if available.
FAQ
Q: What is the RCA Dashboard used for?
A: It is the main landing page for the Reference Check App, showing key activity and providing quick links to the main sections.
Q: What do the summary tiles show?
A: They show a quick view of important activity, such as pending requests, reminders, messages sent today, and failed sends.
Q: Can I use the dashboard on mobile?
A: Yes. The dashboard layout adjusts to fit smaller screens.
Q: Why can I not open some cards?
A: Some sections may be restricted based on your access permissions.
Q: How do I move to another area of the app quickly?
A: Click the relevant dashboard card, such as Jobs List, Candidates List, or Reference Checks List.
Q: What should I do if the dashboard information looks out of date?
A: Refresh the page first. If the issue continues, report the affected section or summary tile to your support team.