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Dashboard OverviewVideo + step screenshots

Dashboard Overview: complete walkthrough

Filter and review cross-module activity, risk intelligence, engagement, actions, documents and submissions from one reporting surface.

10 minutes5 stepsCore

Watch first

Captioned walkthrough using the real TASC screen

20 sec · no sign-in required

Do the task

Follow these steps in order

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  1. Set the reporting scope

    Choose the period and available site, department or shift filters before interpreting any total or trend.

    Dashboard Overview step 1: Set the reporting scope.Step 1: Set the reporting scope

  2. Review active-module status

    Use each module card to understand availability and open its quick-start path when configuration is incomplete.

    Dashboard Overview step 2: Review active-module status.Step 2: Review active-module status

  3. Interpret risk and engagement

    Read Risk Intelligence and Engagement together and open the supporting records before acting.

    Dashboard Overview step 3: Interpret risk and engagement.Step 3: Interpret risk and engagement

  4. Review actions and documents

    Check open corrective work and controlled-document status for the selected scope.

    Dashboard Overview step 4: Review actions and documents.Step 4: Review actions and documents

  5. Inspect submissions or export

    Use All Submissions and the supported export only after confirming filters and access.

    Dashboard Overview step 5: Inspect submissions or export.Step 5: Inspect submissions or export

Check that it worked

  • Filters visibly match the intended scope
  • Totals reconcile to source-module records
  • Open actions are not hidden by a filter
  • Exports use the same scope shown on screen

If something goes wrong

Dashboard and module totals differ.

Align date, site, department, shift and record-status filters, then refresh both views.

Before you begin and supporting details

Before you begin

  • Organization-administrator or authorized supervisor access
  • The correct organization and site context
  • A synthetic test case before changing live operational information

Find it in TASC

Employer PortalDashboard Overview