Getting Started

Getting Started with the Dashboard

The Dashboard serves as your central command center, providing immediate visibility into all key activities across your organization. This guide will help you understand how to access and navigate the dashboard effectively.

Accessing the Dashboard

Navigation Steps

1. Navigate to the Dashboard section from the main menu
2. The dashboard loads automatically with personalized statistics
3. View the welcome message with your name
4. Access different sections through interactive widgets

Dashboard Loading

• Automatic Loading: Dashboard loads automatically when accessed
• Personalized Data: Shows statistics based on your permissions and assignments
• Real-Time Updates: Statistics update based on current data
• Permission-Based Access: Respects your permissions for viewing data

Welcome and Personalization

Personalized Greeting

• Welcome Message: Displays "Welcome Back [User Name]" with animated icon
• User-Specific Data: Shows statistics based on your permissions and assignments
• Permission-Based Access: Respects your permissions for viewing data
• Site-Based Filtering: Shows data relevant to your assigned sites

User Context

• Role-Based Display: Dashboard adapts to your role and permissions
• Site Filtering: Shows data from your assigned sites and site groups
• Personalized Statistics: Displays relevant metrics for your responsibilities
• Quick Access: Provides quick access to your assigned tasks and issues

Dashboard Layout Overview

Three Main Sections

The dashboard is organized into three main sections, each providing specific insights:

• Issues Section: Overview of issues by status and category
• Tasks Section: Task statistics by status and priority
• Inspections Section: Inspection counts and status tracking

Section Organization

• Logical Flow: Sections are organized in logical order
• Visual Separation: Clear visual separation between sections
• Consistent Design: Unified design language across all sections
• Responsive Layout: Adapts to different screen sizes

Key Dashboard Elements

Statistics Cards

• Interactive Cards: Click on any statistic card to filter the respective module
• Color-Coded Status: Visual indicators for different statuses
• Real-Time Data: Statistics reflect current system data
• Permission-Based: Only shows data you have permission to view

Recent Items Lists

• Recent Issues: Shows last 5 issues with status information
• Recent Tasks: Shows last 5 tasks with due dates and status
• Recent Inspections: Shows last 5 inspections with template information
• Quick Access: Click to view full details of any item

Pending Items Sections

• Pending Issues: Open issues requiring attention
• Pending Tasks: Tasks with "To Do" status
• Pending Inspections: Non-drafted inspections
• Action Required: Items that need your immediate attention

Navigation and Interaction

Click-to-Filter Functionality

• Statistics Filtering: Click on any statistic card to filter the respective module
• Status-Based Filtering: Filter by specific statuses or categories
• Priority-Based Filtering: Filter tasks by priority levels
• Quick Navigation: Direct links to detailed views

Quick Actions

• View All Links: "View All" links to access full module views
• Direct Navigation: Quick access to specific items
• Context Switching: Easy navigation between different modules
• Efficient Workflow: Streamlined access to frequently used features

Visual Indicators

Status Colors

• Color-Coded Status: Different colors for different statuses
• Priority Borders: Visual priority indicators for tasks
• Progress Tracking: Visual progress indicators for ongoing items
• Consistent Design: Unified color scheme across all sections

Interactive Elements

• Hover Effects: Interactive hover states for better UX
• Click Feedback: Visual feedback when clicking on elements
• Loading States: Clear indication when data is loading
• Responsive Design: Optimized for different screen sizes

Next Steps

Recommended Learning Path

1. Dashboard Layout: Understand the three main sections
2. Issues Management Overview: Learn about issue monitoring
3. Tasks Management Overview: Understand task tracking
4. Inspections Management Overview: Monitor inspection activities
5. Interactive Features: Master navigation and filtering

Key Concepts to Understand

• Permission-Based Access: How permissions affect dashboard display
• Site Filtering: How site assignments impact data visibility
• Interactive Navigation: How to use click-to-filter functionality
• Real-Time Updates: How data refreshes and updates
• Performance Optimization: How the dashboard maintains fast performance