Using the Server App Dashboard

The ComplianceMate Dashboard is the page you land on when you start the Server App. It is a simplified presentation of the data collected for a specific day from the locations in your organization.

While similar to the Dashboard you see when working with the Mobile App, there are differences.

Workspace: Group vs. Location

How information is displayed and what information is included depends on your active workspace:

• If your active workspace is a group, then only statistical information is provided for all sub-groups and locations within the active group:

  

• If your active workspace is a location, then the information displayed is for that location and is more detailed in nature:

   

  

  

For information on changing the active workspace, see Changing the Active Workspace (Group or Location).

This functionality is quite different than what is found in the Mobile App in that, in the Mobile App, your active workspace is always the location here the tablet that is running the Mobile App is registered. It cannot be changed without changing the location where the tablet is registered. Also, you do not have access to any parent groups for a location when working in the Mobile App.

Active Date

The default active date range for the Dashboard is Today:

When selected, the information presented is all information collected today, so far, for the active workspace.

The date can be changed to any of the following by clicking the button:

• Today (default)
• Yesterday, which displays all information collected in the previous 24-hour day for the active workspace.
• Custom, when clicked, displays a calendar:

  

  Find the date you want to display, and click on it. The page is updated and the Custom button is replaced with the date selected:

  

  The information displayed is for that day.

Working with a Group's Dashboard

Highlights for a Group

If your active workspace is a group, then the default view is Highlights for all sub-groups and locations in the active group:

Highlights are cards that show statistical information for the functionality you organization has enabled, and provides links to relative statistical reports:

• List Completion
• Corrective Actions/Anomalies from lists
• Current Device Alerts
• Current Inactive Devices

Totals by Group

Totals by Group is an alternate presentation of Highlights that shows information for each child group or location:

• If your active workspace is a group that consists of child groups, then the counts listed will be for all locations in those groups.
• If your active workspace is a group that consists of child locations, then the counts listed will be for each location.

The counts provided will be those for the active date taken from the highlight cards.

Working with a Location's Dashboard

Highlights

The default view for a location is basically the same standard mode found in the Mobile App:

Standard mode is divided into three sections:

• Highlights are cards that show statistical information for the functionality you organization has enabled, and provides links to relative statistical reports:
  • List Completion
  • Corrective Actions/Anomalies from lists
  • Current Device Alerts
  • Current Inactive Devices
• Sensors are cards that show information for each sensor if the temperature monitoring system is enabled, and provides links to relative statistical reports.
• List Completions show the status of available lists in each of the following categories, and provide links to answers collected on the active date for each list:
  • Required Lists
  • Non-Required Lists
  • Reusable Lists
  • Web Lists

Kiosk Mode

Kiosk Mode is an non-interactive alternate presentation of the Dashboard and is limited to showing statistical information and sensor graphs.  It is accessed by clicking the Kiosk Model link at the top of Dashboard:

This page is only available if the window is using a 16/9 aspect ratio. If not, you will receive an error message:

Click Standard Mode to return

Refresh

The data displayed on the Dashboard in both standard and kiosk mode is automatically refreshed every 5 minutes, but can be refreshed manually by using your browser's reload/refresh functions.

Navigating Back to the Dashboard

As you work in the Server App, you can return to the Dashboard at anytime by clicking Dashboard on the Server App menu: