Meridian My Focus Page

November 24, 2023

Meridian My Focus Page

HOW HAS MERIDIAN EVOLVED OVER THE PAST YEAR?

Meridian has gone through many exciting changes over the past year with added functionality and a fresh, new look. Based on customer feedback, we realised that the platform was looking a little outdated and needed a contemporary remodel.

In response, Meridian saw a new colour scheme, a new logo, and a brighter, more engaging dashboard that enhances user experience.

When it comes to our clients, we promote a ‘you ask, we listen’ mentality. If we know our clients need more from our products, we will do everything we can to make it happen.

 

WHAT FUNCTIONALITY WILL THE ‘MY FOCUS’ PAGE HAVE?

The page has a task box to highlight what you need to do as the user and you can also adjust the filter by time. For example, you can toggle between what’s on in the next two weeks or what’s coming up in the next month.

There is also a section for ‘your tasks’ and ‘your visits’. In the ‘your visits’ area, you’ll see which consultancy visits are coming up. If you click into each visit, you’ll see the job reference number, the consultant, and the necessary contact details. Every time a visit is confirmed, it will appear on this page.

Within this page, you will also be able to see:

  • Documents approaching renewal.
  • Overdue actions.
  • Awaiting documents.
  • Overdue documents.
  • Your visits.

If there are boxes or priorities you aren’t interested in or aren’t applicable to your role, you can get rid of them, meaning you can tailor the page to suit your needs.

For more information read our full update here.

Meridian My Focus Page

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