Using the Dashboard - Check Web Portal

OVERVIEW

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 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

ACCESSING THE CHECK WEB PORTAL DASHBOARD

The Check Web Portal Dashboard can be found within the Dashboard section of the Check Web Portal Menu bar:

UNDERSTANDING THE USER INTERFACE

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

VIEWING MONTHLY COUNT OF CHECK ACTIVITIES

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:

VIEWING SCHEDULED AND COMPLETED CHECKS IN A CALENDAR

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:

VIEWING SCHEDULED CHECKS AND CORRECTIVE ACTIONS IN A TASK-LIST

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:

EXPORTING A REPORT

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.