The Priority Open Item Dashboard is where Managers, Inspectors, and Responsible Party/Subcontractors can view and manage Open item/Deficiencies, Ready for Review, and ITP (Inspection and Test Plan) items.
1. Go to: Inspection > Priority Open item Dashboard.
2. Dashboard Overview
Color Codes on the dashboard:
- Red = Past Due
- Orange = Due within 7 days
- Green = Due in 8 or more days
- Blue = Ready For Review
A. Type of Open Item - Hover over the bar for a pop-up listing the number of Over Due, Due in the Next 7 Days, and Number Due in More than & Days.
B. Due Date - Hover over the bar graph for a pop-up that displays the exact number of items.
C. Owners - Hover over the bar graph for a pop-up that displays the exact number of items that are past due, ready for review and coming up.
D. Project - Hover over the graph to display a pop-up note that details the the number of Over Due and Coming up in the Next 7 Days. The total number of Open Items 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.
E. Responsible Party - Hover over the graph to display a pop-up note that details the number of Over Due and Coming up in the Next 7 Days. The total number of Open Items 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.
F. Inspectors - Hover over the graph to display a pop-up note that details the number of Over Due and Coming up in the Next 7 Days. The total number of Open Items 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.
3. Click the Type of Open Item to Filter your view. The view defaults to "Deficiencies." You can click on the Inspections or Plan Items.
4. Select Project, Responsible Party or Inspectors to filter data
5. Select "Expand to see more" (circled in image above) when a longer list is available
6. Dashboard Detail Options include:
G. Close/Deselect Current View: click the "X" in the right-hand corner of the box for the Project, Phase, Locations, Responsible Party, or Inspectors,
H. Change Date Range for Dashboard Detail: Use the drop down box to refine the date range selection.
I. Grid View or Calendar View: Use the drop down box to change how the data displays.
J. Search: Type keywords into the search field to find a specific item, inspection, date, etc.
K. 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.
L. Load More: Select "Load More" at the very bottom of the screen to show more data.
M. Selection Box: Click the box at the beginning of each row to change individual status, Responsible Party and/or Due Date. Check multiple boxes to adjust the status of several lines at once.
N. Go to Inspection, Deficiency or Plan Item: Click the blue link on the first column of the detail section to go directly to the original item
7. Individually Update Status, Responsible Party or Due Date.
Click on the individual Status (ex. OPN to QC), Responsible Party or Due Date 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.
8. 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.