Manage all outstanding tasks and view new reports, risks, and training records that need review.
How to get there
The Dashboard provides an overview of action items within an organisation. Admins and Managers can access the Dashboard page by logging into the SaferMe web app.
The Overview
The dashboard has five sections:
- Details
- Tasks
- Forms
- Training
- Risks
Details
This tile displays the name of the organisation, the timezone, and the current date and time.
Tasks
Within the Tasks area, there are two filters:
My Incomplete Tasks - Opens a list of all outstanding tasks belonging to the person signed in.
All Incomplete Tasks - Opens a list of all outstanding tasks for the organisation.
Both filters can be clicked and opened to display the list of outstanding tasks. Admins have access to the full list of completed tasks for the org. Managers have access to tasks attached to forms they have permission to see.
Forms
Displays the number of New and Unresolved reports for up to three forms. Each Manager/Admin of the organisation can choose a different set of forms. To set this up, choose Configure Form and select up to three forms.
Clicking on the New or Unresolved count will take the Admin/Manager through to the Reports page with a filter set to display either all New or Unresolved reports for that form.
Training
View expired training records or records that will be expiring within the next week, month, or quarter. Each filter is clickable and will bring the Admin/Manager to the Records area of the Training page.
Risks
Keep track of which hazards have expired, or are expiring within the next week, month, or quarter. Click any of the filters to be brought directly to the Risks page.
If you have any questions about the Dashboard or would like additional advice on how to navigate the Dashboard page, reach out to our team at support@safer.me