How to Access the Census Batch Dashboard How to Access the Census Batch Dashboard

How to Access the Census Batch Dashboard

The Census Batch Dashboard may be accessed from multiple locations within the software:

 

  1. Select the Wolters Kluwer Logo > Batches > Census Worksheet.



  2.  Navigate to the Portal Global Dashboard and select the 'Census Batches' tab. (Wolters Kluwer Logo > ftwPortal Pro > Global Dashboard)




  3.  Navigate to the Plan Level Dashboard and select Module Options> Census Batch



  4. Navigate to the Compliance Module of a plan; within the Compliance Menu, hover over Census and select ‘Portal Files’. Within the menu grid, select the stack of papers in the ‘Census Worksheet’ row.