Dashboard

The dashboard is your at-a-glance overview of what's happening across your organisation. It surfaces the most important metrics and actions so you can quickly identify what needs attention.

Dashboard cards

The dashboard displays key metrics as cards:

Checks

• Scheduled checks — how many checks are coming up
• Overdue checks — checks past their due date that haven't been completed
• Checks completed today — today's activity

Defects

• Open defects — newly reported problems not yet being worked on
• In Progress defects — defects currently being repaired
• Awaiting Verification — repairs submitted and waiting for manager sign-off

Assets

• Total assets — across all sites
• Out of Service — assets currently taken out of service
• No Check Scheduled — in-service assets that have no check currently scheduled or in progress. Click it to see those assets on the Assets page.
• Assets without an owner — assets nobody is responsible for, including assets whose owner's account has been deactivated. Only shown when there are some. Click it to see those assets, then use the Assign owner bulk action to fix them. See Asset owner.

Compliance

• Check compliance rate — percentage of checks completed on time
• Expiring documents — documents approaching their expiry date

Quick actions

From the dashboard you can quickly:

• View and act on overdue checks
• Open defects that need assignment
• See which defects are awaiting your verification
• Navigate to assets that are out of service
• Jump to in-service assets that have no check scheduled

Role-based views

The dashboard content adjusts based on your role:

• Owners, Directors, H&S Admins, Site Managers and Engineering see figures for the whole organisation. If you have more than one site, use the site picker next to the Dashboard heading to see the figures for a single site, and choose All sites to go back.
• Operators and Supervisors who are assigned to sites only see their own sites. The dashboard shows one site at a time. If you're assigned to more than one, use the site picker to switch between them. The Overdue Checks by Site list and closedown notices only include your sites, and the Recent Activity feed isn't shown.
• Contractors see the contractor dashboard instead, focused on their assigned defects

Using the dashboard effectively

• Check daily — make the dashboard your first stop each morning to catch overdue items
• Focus on red items — overdue checks, critical defects, and out-of-service assets need immediate attention
• Monitor trends — if overdue counts are increasing, investigate the root cause (staffing, workload, training)