The Assignment Status Chart
The assignment status chart can show one, or all, of three colors. Regardless of the module, the color code status' are the same.
Yellow (at risk, coming due, or new/incomplete): Shows assignments coming due within the end of the next month and any 'new/incomplete' assignments that are newly assigned to you to train on.
Red (past due): Shows items that you have not completed by the due date and are now "past due".
Green (compliant, completed, or not due yet): Shows items that you are currently compliant on in the training module, meaning you have completed the training or the due date is later than by the end of the next month. The green status in the documents module means that all documents you are the owner of have review dates or target approval dates that are not due yet. Once any issues, change controls, audits, or tasks are completed they will be removed from the assignment chart and will not be listed in a green status in the chart.
To view all items for a module at once, you may click on the 'view all' option. The screen swill drill down to a table for review.
Actions That Can Be Taken for Each Module
Training: All training is completed here. Click on either the yellow or red section. If you would like to click 'view all' instead, you may do so. To start and complete the training, click on the 'Train Now' link.
Documents: All documents that you are the author of will be listed here and the target approval and review dates can be tracked here. If you have a document that needs to be reviewed, or the target effective date is coming up, you can start the process of working on the document by clicking the document's name.
Audits: All audits that have a scheduled audit date or target date that is coming due or overdue that you are the audit author or lead auditor of will be listed here. You can review all of the audit information by clicking the audit ID, but if a workflow is active and you need to sign, you will need to complete that signature from the 'signatures needed' section of the dashboard.
Issues/Change Controls: All records in these modules that you are the project assignee or stage assignee of with due dates that are coming soon or past due will be listed here. To open the record, you will need to click on the record key ID.
Tasks: Any tasks that are opened and assigned to you will be listed here. Click on the bars or the 'view all' option to see the task list. To start and complete a task, click on the task key ID.