Overview: the Central overview is the home page in Compliance where users that have access to more than one location can have a comprehensive view of the main activities in Compliance: Forms and Daily schedule. This article explains the main functions in the app overview page. See Get familiar with the Central overview (web) to learn more about the Compliance web dashboard.
Start from: the Compliance overview dashboard.
You’ll see that the Central overview page is divided into a Daily Schedule and Forms tab. See below for more information on each of these tabs.
Daily schedule
This tab shows all locations in a list and their Compliance scores.
- Select the arrow next to Daily schedule to see the total number of locations in your list.
You’ll also see a score next to each location showing the number of completed tasks out of total tasks.
- Select a location to view and edit its checklists.
- Select Compare to under the Compliance score section to view the locations’ compliance scores in comparison to other periods of time.
The graph under the section Compliance score trend shows how the locations have complied to their tasks and checklists over a period of time.
- Select the purple button with the three dots to filter information on the Daily schedule by date and location.
Forms
This tab shows forms status for all locations.
- Select the arrow next to Form breakdown to see a list of locations with completed forms, the number of created and open deviations for a specific form and the number of ongoing forms that a particular location has.
- Select Compare to under the Form score section to view the locations’ form scores in comparison to other periods of time.
The graph under the section Form trend shows the number of completed forms, deviations and scores for the locations. Note: if the form has no points, it will not be shown.
- Select the purple button with the three dots to filter information on Forms by date and location.