The Actions Dashboard brings your Pendulum actions together in one place. It shows standalone actions, as well as actions added to Focus Visits and Other/Cluster Visits.
Standalone actions can be created from the Actions Dashboard, or against a school from the Schools page in Nexus.
Actions can also be added directly to visit records. For more information, see:
Accessing the Actions Dashboard
To open the Actions Dashboard, hover over Pendulum on the main toolbar, then click Actions.
The dashboard lists the actions available to you, based on your Pendulum permissions and any filters applied on the page.
Tip: If an action is missing, check the Due Date filter. You may be viewing a specific date range. Change this to All if you are unsure.
Filtering and reviewing actions
Use the filters under the Actions heading to refine or broaden your results. The actions shown will depend on your access level.
Note: Pendulum Administrators can view actions for all schools and advisers.
Summary cards
The cards at the top of the dashboard give you a quick overview of your actions, including totals for Overdue, Key and Incomplete actions.
Click Show under any card to update the actions list below.
Actions list
The actions list appears at the bottom of the dashboard. It shows the actions that match your current filters.
Use the drop-down menu on the left to quickly refine the list using the available options.
You can also use the search bar on the right to search for schools, assignees or keywords within the action title.
For example, searching for Evaluate will return actions with that keyword in the title.
Exporting actions
Click Export Excel to download your current results as an Excel file.
The export is based on the filters applied at the time. For example, if you have filtered the dashboard to show incomplete actions for the next term, the export will only include those actions.
Creating an action
To create an action from the Actions Dashboard, click New Action in the top-right corner.
Complete the action details, including:
- Title
- School Group and School, if required
- Assignee
- Action details
- Due date
The assignee can be yourself, or anyone with Pendulum access within your LA.
You can also tick Key Action to mark the action as a key action.
If you are adding an action that has already been completed, tick Mark as complete.
When you are happy with the action, click Create.
The action will then be added to the actions list at the bottom of the page.
Tip: If the new action does not appear straight away, check your filters. The action may not match the current filter selection.
Editing and deleting actions
To view or edit an action, click the action title or the pencil icon on the right-hand side of the actions list.
Make your changes, then click Save.
To delete an action, click the bin icon on the right-hand side of the actions list.