How to use the home dashboard

The home page (Risk Assessment Overview) is your starting point. It has three parts: activity figures, your company standards, and a list of upcoming reviews.

Assessment activity

1. The cards count your assessments by state — Not started, In progress, Mobile, Completed, Authorised, Transferred.

2. Change the period with the drop-down (last 30 days up to last year).

   

Company Standards

The panel shows how many Systems, Assets, Control Measures, Standard Texts and Custom Reports your company has set up. Click any row to open that library. A zero means nothing is set up yet — see Company setup & standards.

Upcoming Reviews

1. The table lists assessments with a review date in the range shown. It opens on today to +90 days; change Review date from / To to widen or narrow it.

2. Type in Search to filter by client, site or type. Use Options to export the list to Excel or print it.

3. Tick one or more rows, then Options › Update Progress to record where each review has got to:

   • Outstanding — still to deal with.
   • Quoted — you have quoted for the re-assessment.
   • To Be Reassessed — booked in / going ahead.
   • Clear Notification — remove it from the list.

4. Click the arrow on a row to open that assessment.