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      1. Frontline Data Solutions EHS Knowledge Base
      2. Reporting

      Action Item Dashboards

      Dashboards are an easy and pre-built way to capture important statistics relative to you and your organization.

      Below are the guidelines for Dashboards:

      • The organizational Report permission controls access to each module's dashboard.
      • Dashboards by default display the LMS data but users can toggle to the desired module
      • If you are a supervisor of users, you may select the "People I Supervise" option. This option is for LMS only.
      • All dashboard statistics are dynamic and will automatically be updated.
      • On all graph charts you may hover over or click statistic for more information or the square box (year, stage, etc.) to filter information.

      Below are the optional drop-down filters for Action Item dashboard:

      • Company: Select your organization if you are part. Typically, only one company will be displayed
      • Division: Select a division from the list to filter the displayed information by location.
      • Filter by Date: Select the date range by year of information you are looking for
        • Custom Range: this option will allow you to filter on months and days.

      Below are the quick dashboard statistics:

      • Inbox Action Items: Number of Action Items located in your ACT > In Process Folder with a status = inbox.
      • Overdue Action Items: Number of Action items that are past the due date in your ACT > In Process folder.
      • Completed Action Items: Number of Action items that are in your ACT > Completed folder.
      • Action Items Awaiting Verification: Number of action items that have been sent for verification and are on the verifier's desktop.

      Below are the dashboard graph charts:

      Below are the dashboards that will be displayed by default after selecting "ACT" or filtering by "Company". Based on the above filters applied the dashboard charts will be updated, scroll to the desired chart.

      Default/Company Level

      • Action Items Due Date Tracking by Division
        • This chart will display the number of action items which are Ontime vs Overdue organized by division. By hovering over the respective division, the data will be formatted as [Division: Number of Action Items].

      This can be filtered by division if desired.

      • Action Items by Type (MOC, Event, Ad Hoc)
        • This chart will display the number of action items submitted by type/source. By hovering over the respective type, the data will be formatted as [Type: Number of Action Items].
      • Action Items by Status
        • This chart will display the number of action items in a current status. By hovering over the respective status, the data will be formatted as [Status: Number of Action Items].
      • Action Items by Ref Code per Division
        • This chart will display the number of action items submitted with a particular Ref Code, organized by Division. By hovering over the respective Ref Code, the data will be formatted as [Ref Code: Number of Action Items].

      This can be filtered by Ref Code if desired.

      • Action Items by Priority per Division
        • This chart will display the number of action items submitted with a particular Priority, organized by Division. By hovering over the respective Priority, the data will be formatted as [Priority: Number of Action Items].

      This can be filtered by Priority if desired. 

      • Action Items by Category per Division
        • This chart will display the number of action items submitted with a particular Category, organized by Division. By hovering over the respective Category, the data will be formatted as [Category: Number of Action Items]

      This can be filtered by Category if desired.

       

      Division Level - Once a division filter is applied, the below dashboards will appear.

      • Action Items Due Date Tracking by Month
        • This chart will display the number of action items which are Ontime vs Overdue organized by Month. By hovering over the respective Month, the data will be formatted as [Month: Number of Action Items].
      • Action Items by Ref Code per Account
        • This chart will display the number of action items submitted with a particular Ref Code, organized by Account. By hovering over the respective Ref Code, the data will be formatted as [Ref Code: Number of Action Items].

      This can be filtered by Ref Code if desired.

      • Action Items by Category per Account
        • This chart will display the number of action items submitted with a particular Category, organized by Account. By hovering over the respective Category, the data will be formatted as [Category: Number of Action Items]

      This can be filtered by Category if desired.