Customise my Home View

Home is the dashboard that shows when you first log in to Assurance.

There are several different snapshots that can be displayed.

To add a snapshot, click on the Add Snapshot button in the top right of the screen.

Any snapshots that are not already displayed will be available to add by ticking the box next to the name of the snapshot.

 

 

The snapshots can be dragged and dropped to differing areas of the screen to customise the layout.

To move a snapshot to another position, click on the drag and drop icon.

 

 

Home includes the following snapshots:

To Do List

This snapshot provides the user with all actions that are needed over the coming days.

To customise your view, click on the Ellipses.

 

 

The list can be customised to show different types of actions, statuses and range of time period.

 

 

My Snapshot

This is a personal snapshot of the responsibilities assigned to you. This snapshot includes:

1. Registers & Forms

   • Open - This displays the number of Open Registers & Forms assigned to you

   • Expiring This Month - This displays all the Registers & Forms with an End Date within the current month

   • Expiring Next Month - This displays all the Registers & Forms with an End Date within the Next Month

2. Tasks

   • Overdue - This includes overdue tasks that have not been started and overdue tasks that are in progress

   • In Progress - This shows all in progress tasks irrespective of whether they are overdue

   • Due This Month - All due this month

   • Due Next Month - All due next month

3. Checklists

   • Overdue - This includes all overdue checklists that have not been started and are in progress (doing)

   • Doing - This includes checklists that are in progress

   • Due This Month - All due this month

   • Due Next Month - All due next month

4. Checklist Reviews

   • Overdue - This includes all overdue checklist reviews that have not been started and are in progress

   • Doing - This includes checklist reviews that are in progress

   • Due This Month - All due this month

   • Due Next Month - All due next month

5. Risk Reviews

   • Overdue Reviews

   • Due This Month - All due this month

   • Due Next Month - All due next month

Click on the ellipses to add or remove Registers & Forms, Tasks, Risks or Checklists from your view.

 

 

Open Registers & Forms

This snapshot provides a quick overview on number of open Registers & Forms. The center of the graph displays the total number.

Click on the ellipses to:

• Settings - change Business Units, Templates and Categories.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Registers & Forms Templates and all Registers & Forms Template Categories. However, this can be limited to one or more Templates or Categories.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

To drill down to a stacked bar chart, click on a segment in the pie chart.

The bar-chart will then show Registers & Forms by Stage. Each Stage is segmented into the Business Units those Registers & Forms belongs to.

 

To be taken directly to relevant Registers & Forms data, click on segments on the bar-chart.

This will show the Registers & Forms filtered by the relevant segment.

 

 

Registers & Forms with Issues

This snapshot aims to identify open Registers & Forms with Credentials or Tasks that are overdue.

• Credentials - Overdue requested / Overdue not requested yet.

• Tasks - Overdue Not Started / Overdue In Progress (Doing).

Click on the ellipses to:

• Settings - change Business Units, Templates and Categories.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Registers & Forms Templates and all Registers & Forms Template Categories. However, this can be limited to one or more Templates or Categories.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

Expiring Registers & Forms

This snapshot will show all Registers & Forms that are expiring over the next 12 months.

Hovering your mouse over the graph displays break down by Registers & Forms template.

To be taken directly to relevant Registers & Forms data, click on segments on the bar-chart.

Click on the ellipses to:

• Settings - change Business Units, Templates and Categories.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Registers & Forms Templates and all Registers & Forms Template Categories. However, this can be limited to one or more Templates or Categories.

• Save As - create a copy of the snapshot.

• Remove - to remove the snapshot from your home view.

 

 

Tasks

This snapshot shows the status of Tasks in Assurance.

Click on the ellipses to:

• Settings - change Business Units, Categories and Due Date Ranges and Graph Time Intervals.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Task Categories. However, this can be limited to one or more Categories.

Due Dates can be selected for the Current/Past/Next Week, Month, Quarter, Year or Custom Ranges.

Graph Intervals can be shown in Months, Quarters or Years.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

 

 

To be taken directly to relevant tasks data, click on segments on the bar-chart.

This will show the Tasks Results filtered by the relevant segment.

 

 

Overdue Tasks

This snapshot shows an aging analysis of overdue Tasks broken down by Task Priority.

Click on the ellipses to:

• Settings - change Business Units and Categories.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Task Categories. However, this can be limited to one or more Categories.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

 

 

To drill down into the Task Results that need to be completed, click on a segment of the bar-chart.

This will show the Tasks Results filtered by the relevant segment.

 

 

Task Status by Categories

This snapshot shows Tasks and separates them into Categories by each Status.

Click on the ellipses to:

• Settings - change Business Units, Categories and Date Range.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Task Categories. However, this can be limited to one or more Categories.

Due Dates can be selected for the Current/Past/Next Week, Month, Quarter, Year or Custom Ranges.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

 

To be taken directly to relevant tasks data, click on segments on the bar-chart.

This will show the Tasks Results filtered by the relevant segment.

 

 

Risk

This snapshot shows the Risk Matrix set up for your business.

The numbers represent Registers with Risk Assessments that fall under those categories in the Risk Matrix. Clicking on the number will show a list of the Risks and Hazards from the Registers under that category.

Click on the ellipses to:

• Settings - change Risk Matrix (if your business uses a Two Risk Matrix setup), Business Units, Templates and Categories.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Registers & Forms Templates and all Registers & Forms Template Categories. However, this can be limited to one or more Templates or Categories.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

 

Registers & Forms Notes

This snapshot shows the latest Notes made in Registers & Forms

The Notes shown are only they ones that you have access to.

 

By default the 5 latest Notes are shown, and to see more click on the next page button.

 

 

Registers & Forms Waiting for Approvals

This snapshot shows the Registers & Forms that are Waiting for Approval to move to the next stage, and how long they have been awaiting approval.

Click on the ellipses to:

• Settings - change Business Units, Templates, Categories and Approvers.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

By default the snapshot will show all Registers & Forms Templates and all Registers & Forms Template Categories. However, this can be limited to one or more Templates or Categories.

Specific Approvers can be selected.

• Save As - create a copy of the snapshot.

• Remove - to remove the snapshot from your home view.

 

Scorecard

This snapshot shows the Registers & Forms at a glance.

By default, the information is a list of Registers & Forms Templates and a count of how many records are in that Template as well as a count of Entities. The information can also be shown by Risk Ratings, Programs or Locations.

The Templates and records shown are only the ones that you have access to.

Click on the ellipses to:

• Settings - change Registers & Forms Templates, Risk Ratings, Programs and Locations. (This can also be accessed by clicking on the Edit Scorecard button.)

By default the snapshot represents All data. The data can be limited to either one or more Registers & Forms, Risk Ratings, Programs and Locations.

Other numeric or select fields can also be added to the scorecard.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

To be taken directly to relevant data, click on rows within the scorecard.

This will show the full list view with relevant filtered information.

 

 

Registers & Forms Stages

This snapshot shows an overview of a particular Registers & Forms Template and how many records are in each stage, broken up by Business Unit.

This snapshot can only show one Template at a time.

Click on the ellipses to:

• Settings - change Business Units, Templates, Stages and Statuses.

By default the snapshot represents All Business Units. The data can be limited to either one or more Business Units by selecting those Business Units.

Specific Stages and Statuses can also be selected.

• Save As - create a copy of the snapshot.

• Download - to create a jpg of the snapshot.

• Remove - to remove the snapshot from your home view.

 

Bookmarks

This snapshot shows Reports and Registers & Forms for quick and easy access.

Bookmarks can be removed by clicking on the bookmark icon.

Click on the ellipses to:

• Remove - to remove the snapshot from your home view.

Go to How can I generate a report, to learn how to add a report to your bookmarks snapshot.