The Audits Main Dashboard
The audits module main dashboard can be toggled between two different views: audits or observations. The audits dashboard is your calendar and status view and where you go to see the big picture of your audit schedule. It tracks the progress of the audit reports themselves, showing you which audits are still being planned, which are currently happening, and which ones are finished and signed off. The observations dashboard is your findings and flaws view. It doesn’t care about the schedule; it cares about the observations logged during those audits. This dashboard pulls all those observations into one place for easy reference.
The Audits Dashboard
There are two widgets on the audits main dashboard, state of audits and audits pipeline.
State of Audits Chart: This chart acts as a visual roadmap that shows exactly where every audit stands in its lifecycle, from initial planning to final completion. Each horizontal bar represents a specific stage in the process. The numbers at the end of each bar tell you at a glance how many audits are currently sitting in that phase.
To drill down the information in this widget, click on one of the bars in the graph. The information will drill down in the table below. You may click on the audit ID to open it and review the record.
Audits Pipeline: This chart is a time-based visual tool that helps you stay ahead of your compliance deadlines by showing when audits are due. Unlike the state of audits chart, which shows what stage a task is in, this bar graph organizes your audits by month and highlights their urgency using our simple color-coding system. A red bar signifies an audit is past due, a yellow bar indicates an audit is at risk of missing its deadline, and a green bar shows that your schedule is compliant. By looking at the months ahead you can anticipate your upcoming workload.
To drill down the information in this widget, click on one of the bars in the graph. The information will drill down in the table below. You may click on the audit ID to open it and review the record.
The Observations Dashboard
There are two widgets on the observation main dashboard, observations severity and observations pipeline.
Observations Severity Chart: This chart gives you an immediate look at audit observation findings by grouping them into four categories: critical, major, minor, and comment. Like other charts in the module, you can click on any bar to pull up a full list of those specific findings for further review. The numbers following each blue bar represent the total count of individual findings categorized by their level of seriousness.
As a reminder, the 'comment' status is in regards to selecting 'comment' in the observation. Please see the screenshot below for reference.
Observations Pipeline: This chart acts as a visual timeline that helps you track and manage the deadlines for resolving your audit findings. It organizes observations by their due dates into a color-coded bar graph, where red indicates past due items , yellow signifies items that are at risk of becoming late, and green highlights compliant records that are still within their target window. The numbers displayed above each colored bar represent the total count of observations currently in that status. Like other charts in the module, you can click on any bar to pull up a full list of those specific findings for further review.
Dashboard Views: Audits Dashboard
From the view selector at the top right, you can change the view of your dashboard.
My Audits Dashboard: This view acts as a personalized list by displaying only audits where you are the lead auditor, or author of.
My Direct Reports Dashboard: This view displays audit data for users who you are the supervisor of in the account.
My Company Dashboard: This view provides visibility into all audits across the entire account (subject to your permissions).
Audits: Full Table: Instead of charts and graphs, this view switches you to a spreadsheet-style list of all audit records. This is best for sorting, filtering, and bulk-reviewing audit details.
Audits: Vendor List: This view filters your data to focus specifically on the various sites/vendors where audits have been opened.
My Saves Table Views: If you have customized a table (e.g., filtered for a specific department or audit type) and saved it, those saved views will appear here for quick access.
Company Shared Table Views: This views listed all public saved table views and can be accessed by all users.
Dashboard Views: Observations Dashboard
My Observations Dashboard: This view displays only observations where you are the specific audit lead or author of the related audits.
My Direct Reports Dashboard: This view shows all observations your direct reports have on audits they are the lead auditor or author of.
My Company Dashboard: This view provides information of every observation across the company.
Observations: Full Table: This view flattens the visual charts into a searchable, filterable list of all observation records. This view is best for searching for specific keywords or exporting data for external reports.