Dashboard
The Dashboard is your home screen and your compliance command center. It answers the question every plant manager, QA coordinator, and auditor asks first: "Are we on track?" Everything on it is filtered to what you're allowed to see, so a site supervisor sees their location while an administrator sees the whole organization.
At the top you'll find the page title, your organization name, and the date it was generated ("as of…"). Below that are your filters, then the numbers, then the charts.
The KPI cards
Five cards run across the top. Each shows one headline number, and most are clickable — selecting a card takes you straight to the matching list so you can act on it.
- Overall compliance — the single most important number: the percentage of training that is currently up to date. It's colored green at 90% or above, amber from 75–89%, and red below 75%, with a progress bar underneath. Overdue, expired and failed training all count against it. If nothing has come due yet, you'll see a dash (—).
- Active employees — your active workforce in scope. Select it to open the Employees list.
- Overdue — assignments past their due date that still aren't complete. Select it to see exactly which ones (the overdue list, up to yesterday). When this is zero, the card congratulates you.
- Due this week — training coming due within your organization's due-soon window (a set number of days). Select it to see the assignments due between today and the end of that window.
- Certs expiring — certificates expiring within the next 30 days. Select it to open the Expiring Certificates report.
Tip: The overall compliance number here is the same figure used across the app — the Department Compliance report, the matrix, and the emailed reports all agree with it, so you can quote it with confidence.
Filters: location and date range
Two filters sit in the top-right of the page. Changing either one re-draws the numbers and charts beneath.
- Use the location filter (shown only when your organization has more than one site you can view) to focus on All locations or a single site.
- Use the date range filter to choose All time, Last 30 days, Last 90 days, or Last 12 months.
Note: The date range bounds the compliance percentage and the department/category charts to training that came due inside that window. The current-state cards — Overdue, Due this week, and Certs expiring — and the completion trend always reflect right now, regardless of the range you pick. That's intentional: you always see live problems.
The charts
Below the cards are four panels. Two of them are interactive — you can drill straight into a filtered list.
- Completion trend — an area chart comparing training Due vs. Completed each week over the last 12 weeks, with a running total of completions. It shows your team's momentum at a glance.
- Department compliance — a horizontal bar per department showing the completed share of training due to date, sorted best to worst. Select any department bar to open the Assignments list filtered to that department's incomplete training — the fastest way to chase down a lagging area.
- Training by category — a donut chart of required training in scope, colored by course category, with your overall compliance percentage in the center. Select any slice to open the training matrix filtered to that category.
- Top overdue courses — a ranked list of the courses with the most employees past their due date, each with a count. Select any row to open the Assignments list filtered to that course's incomplete training. When nothing is overdue, you'll see a friendly "all clear."
The activity feed
Recent activity shows the latest audited changes across your organization — completions, imports, new courses, edits, and more — each with who did it and when. Select View all to open the full audit log. This panel appears only for members whose role can view the audit log.
The Getting-Started checklist
Brand-new organizations see a Get set up card at the top of the dashboard with a five-step checklist and a progress bar:
- Add your employees — import your HR export or add people by hand.
- Create your first course — a weekly toolbox talk, a certification, anything you track.
- Assign training — pick a course, pick people (or everyone), set a due date.
- Record a completion — check people off in bulk after a session.
- Invite members — bring in supervisors, coordinators, and auditors with the right roles (optional).
Select any step to jump straight to that task. The card disappears on its own once the four core steps are done, and you can dismiss it early with the X in its corner. The card only appears for members who can manage employees, and established organizations never see it.