Overview
The dashboard gives leaders and supervisors a live view of operational compliance. It highlights what is healthy, what is overdue, and what needs immediate action.
[SCREENSHOT: Dashboard KPI Widgets]
Why It Matters
- Prioritises work by risk and urgency.
- Reduces missed approvals and overdue inspections.
- Supports data-driven toolbox talks and weekly reviews.
Step-by-Step Instructions
Understand dashboard widgets
Widgets typically show:
- pending approvals,
- overdue inspections,
- open defects by severity,
- acknowledgement completion.
Use activity feed for operational context
The feed helps you answer:
- what changed recently,
- who approved or submitted actions,
- where follow-up is still required.
Launch quick actions
Use quick actions to:
- start a new RAMS,
- create COSHH assessment,
- begin an inspection,
- assign corrective actions.
Apply filters for focused review
Filter by:
- company/workspace,
- project/site,
- date range,
- status,
- module.
[GIF: Dashboard Filtering and Action Workflow]
Track KPIs and operational insights
Monitor trends weekly:
- approval lead time,
- acknowledgement completion rate,
- corrective action closure time,
- repeat defect categories.
Tips & Best Practices
- Run a daily 10-minute dashboard review for supervisors.
- Set KPI targets by workspace and compare weekly.
- Escalate high-severity defects immediately.
Warnings / Important Notes
- Dashboard numbers are decision support, not a replacement for site judgment.
- Do not ignore stale items in pending queues; they quickly become compliance debt.