Key Metrics:
Documents Versions Created
The count of all document versions created, including archived versions within the defined filters. Clicking the KPI will open a document details table with all of the corresponding records.
Documents Versions Approved
The count of documents with an approved date. This can include approved, effective and retired states within the defined date range filter. Clicking the KPI will open a document details table with all of the corresponding records.
Documents Versions Retired
The count of retired documents within the defined filter. Clicking the KPI will open a document details table with all of the corresponding records.
Current State Snapshot:
Insights in this section are a snapshot as-of-today and are not impacted by the date range filter.
Document Version by State
An all-time snapshot of document versions by state. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Effective Document Versions by Category
A snapshot of effective document versions by category. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Time to approval:
Insights in this section are filtered by approval date when using the date range filter.
Average Days to First Approval
The average number days to first approval for document versions approved within the specified date filter. Clicking the KPI will open a document details table with all of the corresponding records.
Median Days to First Approval
The median number days to first approval for document versions approved within the specified date filter. Clicking the KPI will open a document details table with all of the corresponding records.
Document Versions Approved on Time
The average and median days to first approval for document versions approved within the defined filters where the line represents the percentage of document versions that were approved prior to their target approval date. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Top 10 Categories - Average and Median Time to First Approval
The Top 10 document categories by average and median days to first approval based on document versions approved within the defined filters. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Periodic Reviews:
The completed periodic reviews widget is the only Insight impacted by the date filter which references the periodic review completion date.
Document Versions with Past Due Periodic Reviews
The count of document versions with past due periodic reviews as of today. The date range filter does not affect this KPI. Clicking the KPI will open a document details table with all of the corresponding records.
Completed Periodic Reviews
The count of document versions with completed periodic reviews where the periodic review completion date is within the specified date range. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Past Due Periodic Reviews Aging
The count of document versions with past due periodic reviews as of today. This widget is not impacted by the date filter. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Draft Reviews:
The completed draft reviews widget is the only Insight impacted by the date filter which references the draft review completion date.
Document Versions with Pending Draft Reviews
The count of document versions with pending draft reviews as of today. The date range filter does not affect this KPI. Clicking the KPI will open a document details table with all of the corresponding records.
Completed Draft Reviews
The count of document versions with completed draft reviews where the draft review completion date is within the specified date range. Clicking any bar in this chart will open a document details table with all of the corresponding records.
Pending Draft Reviews Aging
The count of document versions with pending draft reviews as of today grouped by days elapsed. This widget is not impacted by the date filter. Clicking any bar in this chart will open a document details table with all of the corresponding records.
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