Action Items Dashboard

Company: Select an organization from the list to filter dashboard data. Only those you have permissions for will appear in the dropdown.
Division: Select an option from the list to filter the displayed information by a division.
Account: Select an option from the list to filter the dashboard data by an account.
Date: Select the date range by year of information you are looking for.
- Custom Range: This option will allow you to filter by a select range of dates.

Users: Select one or more users to filter the dashboard data (availability depends on your role and permissions).
Myself: Filter option limits dashboard data to records associated with the currently logged-in user.

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

Below are the charts that will be displayed when viewing the ACT dashboard with the Company quick filter applied.

Charts Displayed at the Company Level (Default View)

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 (Event, MOC, Ad Hoc, etc.)
- 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].

This can be filtered by Type if desired.

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].

This can be filtered by Status if desired.

Action Items by Ref Code per Division
- This chart displays the total number of Action Items grouped by Ref Code. Hovering over a Ref Code will show the data in the format: [Ref Code: Number of Action Items].

Default view: Displays the total number of Action Items per Ref Code:

Drill-down view: Click a Ref Code to view Action Items grouped by Division:

This can be filtered by Ref Code per Division if desired.

Action Items by Priority per Division
- This chart displays the number of action items submitted for each Priority. Hovering over a Priority will display the data in the format: [Priority: Number of Action Items].

Default view: Displays the total number of Action Items grouped by Priority:

Drill-down view: Click a Priority to view Action Items grouped by Division for the selected Priority:

This can be filtered by Priorities if desired.

Action Items by Category per Division
- This chart displays the total number of Action Items per Category. Hovering over a Category will display the data in the format: [Category: Number of Action Items].

Default view: Displays the total number of Action Items per Category.

Drill-down view: Clicking a Category displays the total number of Action Items by Division for the selected Category.

This can be filtered by Category if desired.

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 displays the total number of Action Items for each Ref Code. By hovering over the respective Ref Code, the data will be formatted as [Ref Code: Number of Action Items].

Default view: Displays the total number of Action Items per Ref Code:

Drill-down view: Click a Ref Code to view Action Items grouped by Account for the selected Ref Code:

This can be filtered by Ref Code if desired.

Action Items by Category per Account
- This chart displays the total number of Action Items per Category. By hovering over the respective Category, the data will be formatted as [Category: Number of Action Items].

Default view: Displays the total number of Action Items for each Category:

Drill-down view: Click a Category bar to view Action Items grouped by Account for the selected Category:

This can be filtered by Category if desired.

Action Item dashboard provides a high-level view of item status, priorities, and due dates, with interactive charts for deeper exploration.