Activity Dashboard

• Red = Corrective Action Required

• Orange = Incomplete

• Green = Pass

A. Project Filter - Select the project to load from the drop down menu.

B. Time Range Filter - Select the time range from the drop down menu.

C. Time Period - Hover over the bar for a pop-up listing the number of Pass, Incomplete and CA items within the given week.

E. Inspections - Hover over a section of the ring for a pop-up listing the status percentage (%) of the total number of inspections.

F. Stats - Lists totals for the the period of time selected. It defaults to 30 days. This includes the number of inspections conducted, photos taken, checklists used, and more.

F. Project - Hover over the line graph to display a pop-up detailing the number of Pass, Incomplete and CA Required for that Project. The total number of Inspections conducted in that project over a selected time frame is displayed on the far right edge of the Project's line graph. Projects can be sorted using the "AZ" icon in the upper right hand corner.

G. Phase - Hover over the line graph to display a pop-up note detailing the number of Pass, Incomplete and CA Required for that Phase. The total number of Inspections conducted in that Phase over a selected time frame is displayed on the far right edge of the line graph. Phases can be sorted using the "AZ" icon in the upper right hand corner.

H. Location - Displays info for the locations. 

I. Responsible Party - Hover over the line graph to display a pop-up detailing the number of Pass, Incomplete and CA Required for that Responsible Party. The total number of inspections is displayed on the far right edge of the Responsible Party's line graph. Names can be sorted using the "AZ" icon in the upper right hand corner.

J. Inspectors - Hover over the line graph to display a pop-up detailing the number of Pass, Incomplete and CA Required for that Inspector. The total number of Inspections is displayed on the far right edge of the Inspector's line graph. Inspectors can be sorted using the "AZ" icon in the upper right hand corner.

K. Checklists - Hover over the line graph to display a pop-up note that details the number of Pass, Incomplete and CA Required for that Checklist. The total number of Inspections is displayed on the far right edge of the Checklist's line graph. Checklists can be sorted using the "AZ" icon in the upper right hand corner.

L. Inspector Types - Hover over the line graph to display a pop-up detailing the number of Pass, Incomplete and CA Required for that Inspector Type. The total number of Inspections is displayed on the far right edge of the Inspector Type's line graph. Inspector Types can be sorted using the "AZ" icon in the upper right hand corner.

M. Status - Hover over each bar graph to display a pop-up that breaks down the total number of inspections by Pass, Incomplete and CA Required.

3. Select a specific Project, Phase, Responsible Party or Inspector to focus the graphs and data on that subject matter. When you click on a Project Name, it will open Phase and Location graphs. To return to an unfiltered display, click the "X" in the upper right corner of the section box.

4. Inspection Detail Grid - Scroll down to access Inspection details and options.

N. Search: Type keywords into the search field to find a specific item, inspection, date, etc.

O. View Title, Status, Details, Inspector, Responsible Party and Due Date: The column headers explain the field in each row. Click the column header to sort by that column.

P. Go to the Inspection: Click the Inspection Number (blue hyperlink) to open the original inspection.

Q. Selection Box: Click the box at the beginning of each row to select that line. Check multiple boxes to adjust the status of several lines at once.

7. Dashboard Data Downloads: You can download the data displayed on your dashboard screen.

Click the small download icon on the top right-hand side of each chart area and a CSV file of the underlying data is downloaded. This makes it easy to copy the data and use it in other spreadsheets, reports and management dashboard software.

8. Dashboard Filters: Dashboard filters make it easy to provide different combinations of data.

• Apply Dashboard Filters: Click a data source (Project, Phase, Inspector, Responsible Party, etc.) to recalculate the dashboard data to display just the information pertaining to that source. You can choose multiple sources to keep mining deeper into the data (Project Name + Phase + Responsible Party.) For example, if you want to only see information pertaining to a single inspector, click the inspector’s name to filter the dashboard by that inspector. If you want to see that inspector’s activity in a specific project, click the inspector’s name then click the project name.

• Remove Dashboard Filters: You can remove dashboard filter by clicking the red “X” beside the filter icon in the upper right hand corner of the data box. (If the icon isn't displaying correctly, you may need to clear the browser cache.)

9. Update Individual Status, Responsible Party or Due Date.

Click on the individual Status (ex. OPN to QC), Responsible Party or Due Date field that you'd like to change. A drop-down or calendar picker will appear. Choose your selection. There is not "save" warning or undo. So you will have to redo your selection if you make a mistake.

10. Multi-select/ Mass Change Status, Responsible Party or Due Date. 

Click one of the selection boxes that appears at the beginning of a row in an area where you want to make multiple updates. A yellow/gold bar will appear. Next, click the "select all" selection box in the yellow/gold bar. This will select all checkboxes in the area where you've made your initial selection. then click "Status," Responsible Party," or "Due Date" in the yellow header field. Select the change you'd like and the system will change all pre-selected rows in the area.