Dashboard

The Dashboard is the page you land on after signing in. It greets you by name and shows one card, Actions: the follow-up work raised across the app. An action is a task that hangs off something else, such as an incident, an inspection finding, a training, a permit, an inventory item or a piece of equipment that is due for maintenance. The Dashboard gathers them in one inbox so you can see what is due, open the record each one came from, and mark them done. The count of open actions also appears as a badge next to Dashboard in the navigation.

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Who can do what

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Open Dashboard

Choose Dashboard under Overview in the navigation, or go to the root of the app. The page opens on the To do tab with a count of open actions. If there is nothing to do, the card reads All caught up.

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Key concepts

• Action: a follow-up task raised by an incident, inspection finding, training, permit, inventory item or equipment maintenance. Each has a name, an optional due date and an optional assignee.
• Corrective action: fixes something that already went wrong. Raised from an incident or an inspection finding.
• Preventive action: stops a problem from happening again. Also raised from an incident or a finding.
• Task: a plain to-do, such as a permit step, an equipment maintenance visit or an incident’s review task.
• Training: an action that tracks a training you must complete. It is finished by completing the training, not from the Dashboard.
• To do: the action is open. Done: it has been completed and shows a completion date.
• Related record: the incident, inspection, training or equipment the action belongs to. The grey icon before the action name tells you which: a flame for an incident, a clipboard for an inspection finding, a scroll for a training, a gear for equipment, a flask for inventory and an inbox for a permit.

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Tasks

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Review what is due

1. Open the To do tab. Actions are sorted by due date with the latest first; actions without a due date are listed last.
2. Scan the Due column. A red triangle means the due date has passed. A yellow flag means the action is due within the next 48 hours.
3. Check Assigned to to see who owns each action. A dash means nobody is assigned yet.
4. Hover the icon before a Corrective or Preventive action to see its type.

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Open the related record

1. Click the three dots at the end of a row.
2. Choose View incident, View inspection or View equipment to open the record the action came from. For a training action, choose View training if it is yours, or View assignments to see the assignee’s training record.
3. The record opens in its own module, where you can see the full context and the other actions raised with it.

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Mark an action as done

1. On the To do tab, click the three dots on the action and choose Mark as done.
2. In the Mark as done dialog, confirm the action named in the question. Add Notes (optional) to record what was done.
3. Click Yes, mark as done. A banner confirms Action marked as done followed by the action’s name, the action moves to the Done tab and the To do count goes down by one.

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Edit or delete an action

1. On the To do tab, click the three dots on a Corrective or Preventive action and choose Edit.
2. In Edit action, change the Description of action, switch the Type of action between Corrective and Preventive, pick someone under Assign to (optional) or set Due by (optional) to today or a later date.
3. Click Save. A banner confirms Action updated.
4. To remove the action instead, choose Delete and confirm with Yes, delete. A banner confirms Action deleted.

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Check completed actions

1. Click the Done tab. The Due column is replaced by Completed, showing when each action was finished.
2. Click the three dots on a row to open the related record. Done actions cannot be edited, deleted or reopened here.
3. If nothing has been completed yet, the tab reads No completed actions with an Actions to do button that returns you to the To do tab.

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Use the Dashboard on a phone

1. Open the app on a phone. Actions appear as cards with the due date and assignee beneath the name; a card without a due date reads No due date.
2. Tap a card to open its options. The same choices appear as in the desktop row menu. A card with no record to open and nothing to mark as done does not respond to a tap.

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Reading the list

• To do badge: the number of open actions you can see. It matches the badge on Dashboard in the navigation.
• Action: the action’s name, with the related-record icon in front of it. Hovering the icon on a Corrective or Preventive action shows Corrective action or Preventive action.
• Due (To do tab): the due date. A red triangle marks an overdue action and a yellow flag one due within 48 hours. A dash means no due date was set.
• Completed (Done tab): the date the action was marked done.
• Assigned to: the assignee’s name, or a dash when nobody is assigned.
• Three dots at the end of the row: present only when the row has something to do, that is a related record to open or a status you can change.

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Tips and limits

• An incident’s Review & close task is completed by closing the incident from its page, so its menu offers View incident only.
• Training actions have no Mark as done; they close when the training is completed.
• Edit and Delete appear only for Corrective and Preventive actions, and only while they are on the To do tab. Equipment, permit and incident review tasks are managed from their own modules.
• Marking an action as done is final. There is no way to move it back to To do from the Dashboard.
• When the last open action on a permit is marked done, the permit’s status updates on its own.
• Actions that are in progress, such as an interactive training package someone has opened but not yet completed, appear in neither tab and are not counted in the badges.
• Permit and inventory actions have no link to their record from the Dashboard; open them from the Permits or Inventory module.
• Members see the incident link only for incidents they reported, were involved in or witnessed, and never see the inspection link.
• The Actions card lists actions from every site in your organization; the site shown in the header does not filter it.

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Related

• Incidents explains how follow-up actions are raised and how the review task is closed.
• Roles and sites explains the admin and member roles.
• Action, actions and markActionDone in the GraphQL reference.