Using Your DAISY Partner Dashboard

Learn how to navigate your DAISY Partner Dashboard and manage your nominations. Each section below includes a short video and written instructions you can follow at your own pace.

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How to Add a Unit

  1. Use the Active scope dropdown at the top of your dashboard to select the facility where you want to add a unit.
  2. Click Units in the left navigation menu.
  3. Review the Current Units list to make sure the unit has not already been added.
  4. Click + Add Unit in the upper-right corner.
  5. Enter the unit’s name in the Unit name field. Each unit name must be unique within that hospital.
  6. Click Add Unit to save. The new unit is created with an Active status.

Adding multiple units? You can also use CSV Import on the Units page to upload multiple units from a CSV file.

How to Add a Nurse

  1. Use the Active scope dropdown to select the correct facility.
  2. Click Nurses in the left navigation menu.
  3. Check whether the nurse is already listed. Enter their first name, last name, or email address in Search directory, then click Apply filters.
  4. If the nurse is not already listed, click + Add Nurse in the upper-right corner.
  5. Enter the nurse’s First name and Last name.
  6. Enter their Email address if available. This field is optional.
  7. Select their unit from the Unit dropdown, or leave it Unassigned. Only active units can be selected.
  8. Click Create nurse to save the nurse to your facility’s directory.

Why add nurses? Maintaining your nurse directory and assigning nominations to the correct nurse helps your DAISY Program track nomination counts accurately.

Important: Adding a nurse to the directory does not create a user account or give them access to your dashboard.

How to Assign a Nomination

  1. Use the Active scope dropdown to select the correct facility.
  2. Or click the tray icon at the top of the dashboard and open the nomination you want to assign.
  3. Review the Submitted answers, including the nominee’s name and nomination story, to identify the correct nurse.
  4. In the Assigned Nurse section, open the Assign a nurse dropdown.
  5. Select the correct nurse from your facility’s directory.
  6. Click Assign to save the assignment. Confirm that the nurse’s name appears under Assigned Nurse.

Nurse not listed? Add them through the Nurses section first, then return to the nomination to complete the assignment.

Why assign nominations? Linking each nomination to the correct nurse helps your DAISY Program track how many nominations each nurse has received. Assignment does not change the original submitted answers.

Exporting Your Nominations

  1. Use the Active scope dropdown to select the facility whose nominations you want to export.
  2. Click Form activity in the left navigation menu.
  3. Locate the nomination form you want to work with. Click View submissions if you want to review its nominations first.
  4. Click Export CSV beside the correct form.
  5. In the Export responses panel, select the Start date and End date for the nominations you want to include.
  6. Click Export CSV at the bottom of the panel to download the file.
  7. Open the downloaded CSV file in Excel to review your nominations.

Check your selection: Make sure you have selected the correct facility, nomination form, and date range before exporting.

How to Submit a Support Ticket

  1. Use the Active scope dropdown to select the facility your question relates to.
  2. Click Tickets in the left navigation menu.
  3. Review the existing tickets. If your question relates to an existing ticket, open it to read the conversation and reply.
  4. To submit a new request, click Open Ticket in the upper-right corner.
  5. Enter a brief Subject describing your question or issue.
  6. In Message, explain what happened, what you expected to happen, and who is affected.
  7. Select a Category, if applicable. This field is optional.
  8. Click Send to DAISY to submit your ticket.

Check for replies: Return to Tickets and select your ticket to read DAISY’s response and continue the conversation. Keeping related replies in the same ticket helps everyone follow the issue.