The dashboard
Purpose: the dashboard is the first screen. It answers two questions: what is waiting for me? and, for those who manage safety, how are we doing? Every number is a link to the list behind it, so you can go from “3 overdue actions” straight to those three actions.
Open it with Home. Who sees it: anyone with something on it. A Guest sees My documents instead.
1. What waits for you
Section titled “1. What waits for you”A row of numbered tiles. A tile appears only when your role has something to do there, and shows the count; select it to open the list.
| Tile | Meaning | Who sees it |
|---|---|---|
| Your drafts to submit | Incidents you started and have not submitted | Reporters |
| Your forms to finish | Form drafts you saved | People who fill in forms |
| Forms you are asked to fill in | Forms given to you that are still to do or overdue | People who fill in forms |
| Your incidents / Your near misses | What you reported | Reporters |
| Documents to acknowledge | Documents you have to read and acknowledge | Everyone |
| Actions due within a week and Overdue actions | Corrective actions given to you (or, for managers, all) | Everyone with actions |
| Your open investigations | Incidents assigned to you | Investigators |
| Investigations not started | Submitted incidents with no investigator yet | Who assigns investigators |
| Near misses to review | Near misses waiting for a decision | Reviewers |
| Actions to verify | Completed actions waiting for someone else to check | Who verifies |
| Closures to approve | Incidents where closure was requested | Safety Managers |
| Incidents with a case to decide | Injured people whose case needs a decision on recordability | Safety Managers |
| Reports to the regulator to make / Overdue | Escalations due to an authority | Safety Managers |
If a tile says “Could not be read” use Try again. A tile you may not use is not shown. If something is waiting on your phone to be sent, a tile says so (“Incident report not sent yet” and similar).
2. Safety figures (Supervisors and above)
Section titled “2. Safety figures (Supervisors and above)”Under the tiles, Safety figures shows the company’s picture for a period. Choose the period (last 12 months by default), the site and the incident type.
- Incidents, and near misses per incident (a healthy company reports many more near misses than incidents).
- Days to close an incident, as a median and the count closed.
- Incidents by type and by severity.
- Injury rates (TRIR, LTIR, DART) month by month, as small trend lines. A month without hours worked has no rate; the dashboard says how many months lack hours, and Sites without hours for month reminds the Safety Manager to enter them. See Hours worked and injury rates.
Only reports that were submitted and not voided are counted, by the date they happened at their site. The type choice narrows the incident figures only.
3. Corrective action figures
Section titled “3. Corrective action figures”Corrective actions shows open actions now (by priority), those overdue, the days it takes to close an action, and the share finished on time. See Corrective actions.
4. Using it well
Section titled “4. Using it well”- Start your day here, and clear the tiles that apply to you.
- A figure that surprises you is a link: select it to see which reports are behind it.
- Numbers depend on people entering hours and submitting reports; a gap in the data shows as a gap, not a zero.