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.