The Check Web Portal Dashboard provides an overview of scheduled and completed Checks and Corrective Actions in a chronological context. Note that Audit data may also be displayed in the same Dashboard if your Organisation also subscribes to Vault Audit.
In this article, you will learn how to:
- Access the Check Web Portal Dashboard
- Understand the Check Web Portal Dashboard User Interface
- View a monthly count of Check activities
- View scheduled and completed Checks in a calendar
- View scheduled Checks and Corrective Actions in a task-list
- Export the Dashboard as a PDF
The Check Web Portal Dashboard can be found within the Dashboard section of the Check Web Portal Menu bar:
The Check Web Portal User Interface is made up of the following sections. The below screenshot will be referred-to throughout this article:
Fig 1 - Monthly count charts
Fig 2 - Calendar view
Fig 3 - Task-list view
Fig 4 - Print button
The Monthly Count charts (Fig 1) display a count of completed and planned Check activities and Corrective Actions (Y axis) for a particular month (X axis). Hover over any data point to view the count value:
The Calendar View (Fig 2) displays pending and completed planned and ad-hoc Checks against a Calendar view. Use the back and forward buttons to progress backwards and forwards through the months of the calendar. Click the Today button to return to the current month:
Pending planned Checks are displayed on their due date within the calendar view with a 'calendar' icon, e.g:
Completed Checks (planned or ad-hoc) are displayed on the date of completion within the calendar view with a 'tick' icon, e.g:
Where there are more Checks that are planned or completed for a single day than can fit within the Calendar view, a link will be displayed indicating the number of additional items. Click this link to view the additional items:
The Tasklist View (Fig 3) displays all pending planned Checks and Corrective Action in a table view in order of oldest-to-newest.
Use the standard page browsing controls to move from one page to the next:
Click an Item name to view its details:
The Check Web Portal Dashboard can be downloaded as a report in PDF format by clicking the Print button (Fig 4). The Count Charts and Task-list View sections will be included.