How to Use the Dashboard Module

Summary

The Dashboard module provides quick access to assigned work and department performance metrics. It includes two dashboards designed for different users:

  • My Dashboard – for individual users to manage their assigned Issues, Action Plans, and Risk Scenarios. 
  • Department Dashboard – for department leaders or approvers to monitor workload, approve items, and track key performance indicators (KPIs).

Both dashboard registers share similar tools for searching, filtering, customizing, and viewing scheduled dates.

Using the Dashboard Module

Access the Dashboards: 

  1. From the left-hand menu, select Dashboard.
  2. Use the View dropdown at the top to switch between:
  • My Dashboard 
  • Department Dashboard 

Each view supports tracking work progress, viewing calendars, and exporting reports.

My Dashboard

Shows all active work assigned directly to the user. It's used to monitor assignments and deadlines.

Review Assigned Items:

  1. Choose My Items
  2. Select a tab to view assigned work (Issues, Action Plans, Risk Scenarios, or Tasks)
  3. Search, filter, or customize columns can be used to focus on specific records.

 

View Assignments in the Calendar:

  1. Select My Calendar
  2. Choose view: Items by Review Date or Items by Due Date
  3. Select a display format: Month, Week, Day, or Agenda
  4. Select the timeframe:  Today (current), Back (previous) or Next (future)     

Calendar Items are color-coded by record type:

  • Red = Issues
  • Green = Action Plan
  • Purple = Risk Scenarios

Click on a calendar item to view the record.

Department Dashboard (For Leaders and Approvers)

The Department Dashboard helps department leaders monitor overall activity, review pending approvals, and track performance metrics.  This dashboard has two menu options:  

  • Department Management - Register of items pending approval and calendar view.
  • Department Metrics - Performance and record quality metrics.

Department Management

Navigate to the blue drop down menu and select Department Management

Manage Items Requiring Approval:

In the Department Items Needing Approval register, 

  1. Review all Issues and Action Plans awaiting sign-off.  Icons indicate if it is an Issue or Action Plan.
  2. Click any item to open and review it.

 

Download a report :

  1. Click the blue document icon located to the far right of the register.
  2. A .DOCX file will be generated listing all items pending approval.

 

View Department Assignments in the Calendar:

  1. Navigate to calendar under the Department Items Needing Approval register
  2. Choose view: Items by Review Date or Items by Due Date
  3. Select a display format: Month, Week, Day, or Agenda
  4. Select the timeframe:  Today (current), Back (previous) or Next (future)     

Calendar Items are color-coded by record type:

  • Red = Issues
  • Green = Action Plan
  • Purple = Risk Scenarios

Click on a calendar item to view the record.

Department Metrics

The Department Metrics dashboard provides a summary of your department’s issue and action plan activity. It brings key performance metrics together in one view so you can track changes, monitor data quality, and review trends over time.

Key Performance Indicators (KPI) Cards 

These metrics show how issue and action plan records are being managed within the current month.

  • Issue Changes this Month – The total number of issue records created or triaged during the month.
  • Action Plan Changes this Month – The number of action plan records created or updated in the current month.
  • Issue Record Quality – The percentage of issue records that meet data quality standards (having review dates and associated action plans).
  • Action Plan Record Quality – The percentage of action plans that meet required data quality criteria ( with review dates and associated tasks).

Record quality color coding is based on the following:

  • Green:  81+%: Good
  • Orange:  51-80%: Warning
  • Red:  0-50%: Danger

Note:  Deferred items are included in dashboard KPI card metric for record quality w review dates only.

Issue Changes over the Last 12 Months Graph

This time series graph shows how issue activity has varied over the last 12 months.
It includes trends for:

  • Created
  • In Triage
  • In Progress
  • Deferred
  • Closed
  • Closed (Pending Approval)

The graph helps identify patterns month-by-month in issue volume and progress, such as increases in closure rates or changes in new issue creation. It is updated daily and starts on day 1 of the month.

To View the Department Calendar:

The Department Dashboard calendar works the same way as My Dashboard’s calendar, showing departmental records by Review Date or Due Date.

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