The XSTRAT Manager Dashboard gives managers one controlled place to review multiple XSTRAT databases without editing the underlying employee or departmental strategy files.
Review multiple departments from one premium dashboard hub.
Single file, multiple files or central folder workflow.
Capture follow-up without editing the source database.
Move from review to communication in one workflow.
Load multiple XSTRAT databases and move between them as dashboard pages in a single Manager Portfolio.
The manager view is designed for monitoring, discussion and follow-up. It does not overwrite the source databases.
Add manager notes, follow-up dates, priorities and email summaries without changing the employee database.
Use this sequence when opening the Manager Dashboard for the first time or when preparing a recurring management review.
Open the HTML file in Chrome or Edge for the best support for linked folders, save locations and latest-version refresh.
Use Manage Token if access is not already active. The same launch token model is used across the XSTRAT system.
Use Link Central Folder for the strongest SME workflow, or Add Dashboard / Add Multiple when selecting files manually.
Move from the portfolio page to the individual dashboard pages. Each page uses the same dashboard logic as the employee XSTRAT app.
Use the right-hand Manager Layer to record priorities, follow-up actions, contact details and an email summary.
The toolbar is intentionally simple: one set of actions for loading dashboards, one set for maintaining the Manager Portfolio.
| Action | Use it when | Important note |
|---|---|---|
| Refresh | You have linked a central folder and want to re-read the latest available files. | Best used with Link Central Folder. |
| Add Dashboard | You want to load one XSTRAT database file. | Useful for one-off reviews or testing. |
| Add Multiple | You want to select several JSON database files at once. | This is a manual load, not a persistent folder link. |
| Add Folder | Your browser does not support persistent folder linking but can import a folder once. | One-time folder import; use Link Central Folder where possible. |
| Link Central Folder | The organisation stores department databases in a central location. | Recommended for latest-version management reviews. |
| Save / Load | You want to preserve or restore the Manager Portfolio setup and notes. | Save creates a Saved Manager Portfolio file; it does not modify source databases. |
These two options sound similar, but they support different operating models.
Creates a remembered connection to the central folder where XSTRAT databases are stored. In supported browsers, the dashboard can refresh from that location so managers see the latest available files.
Imports JSON databases from a selected folder as a one-time action. It does not create the same persistent relationship as a linked central folder.
The Manager Layer is a separate management overlay. It supports follow-up without editing the employee’s XSTRAT database.
Use a separate management overlay to guide discussion, follow-up and escalation without touching the source database.
The manager can turn the follow-up notes into a ready-to-send message for the dashboard owner or employee contact.
The Send Email button opens the manager’s default email client with the summary pre-filled. The manager reviews and sends the email from their own email system.
The app does not silently send emails because it is a standalone offline HTML application.
The Manager Portfolio is separate from the source XSTRAT databases. Saving it protects the manager’s notes, labels, profile and portfolio setup.
Browser storage can be cleared by IT policy, browser settings or manual cleanup. A saved Saved Manager Portfolio file is the safest way to preserve manager notes across devices or browsers.
Print Dashboard opens a dedicated print tab. This is intentional: it protects the live manager dashboard and gives the browser a clean print document.
The print workflow creates a dedicated print tab so managers can produce a clean report or save the dashboard as a PDF for discussion and circulation.
The app creates a separate printable dashboard using the XSTRAT dashboard renderer. The print tab includes a Print / Save PDF button.
The printable version includes the dashboard view plus Manager Notes, follow-up status, priority, owner/contact and source information.
| Question | Answer |
|---|---|
| Why does printing open a new tab? | The print tab is the safest way to print a dynamic standalone HTML dashboard without disrupting the live manager view. |
| Why are manager notes separate from source databases? | Manager notes are part of the manager layer. This avoids overwriting or contaminating the employee or department strategy file. |
| How do I see the latest dashboard? | Use Link Central Folder and then Refresh. This is the preferred workflow where browser permissions allow it. |
| What if a source file moves? | Open the relevant dashboard page and use Replace Source to select the moved database file again. |
| How do I remove a dashboard? | Use Remove Dashboard in the Manager Layer. This removes it from the Manager Portfolio only; it does not delete the database file. |