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Widget

Description

Filters

Widget Type

Screenshot

1

Findings Count by Due Date

  • Display the count of findings by due date

  • Selection of number navigates to filtered list screen of manage findings

    All Findings

    My Findings

    Chart

    Image Removed

    2

    Audit and Inspection Library

    • Display Protocols that System Admin has marked to be displayed on the Widget grouped by Program Type

    • Tile color can be configured from back end by each Program Type

    • Important/Frequently Used Protocols can be configured to display on this widget for quick access

    • Each Tile displays Number of Audits created using the Protocol grouped by status

    • Clicking on the Tile displays a context menu from where users can quickly start an inspection or navigate to list of Inspections, Findings, Action Items related to the Protocol

    Period

    • Current Month

    • Current and Previous Month

    • Current and Next Month

    • Current Year (Default)

    • Current and Previous Year

    Tile

    Image Added

    Audit Calendar

    • Displays all upcoming events (Scheduled Audits, Findings and Action Items) related to the module in a Calendar View so that users are aware of their up coming tasks

    • Each card is highlighted in different color based on the status

    • Period - Today (Default), This Week, This Month

    • Events - All Events (Default), Audits, Findings, Action Items

    • View - My View (Default), View All

    Calendar

    Image Added

    Finding Count By Month


    • This widget would display total findings count grouped by month. 

    • It would consider the Finding create date to group the data by month. 

    • On Clicking on any bar the user would be directed to the manage findings list with Month,Year filter applied.

    • Widget is applicable for both Location and Level

  • Due Date Categories: 

    • Overdue 0-30 days, 

    • Overdue 31-60 days, 

    • Overdue 61-90 days, 

    • Overdue more than 90 days,

    • Due in 0-30 days,

    • Due in 31-60 days, 

    • Due in 61-90 days, 

    • Due in more than 90 days

  • Period

    • Last 30 Days

    • Last 60 Days

    • Last 90 Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    • Calendar and Previous Year

    Chart

    Image Added

    Finding On Time Closure Rate


    • Displays the percentage of findings which have been closed before the finding closure due date.

    • Selection of number navigates to Finding list screen filtered for selected time period

    Period

    • Last 30 Days

    • Last 60

    days
    • Days

    • Last 90

    days
    • Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    Count

    Image Modified

    3

    Finding Status by Type

    • Display the count of all open, overdue and closed findings  for the location by Finding Type

    • On clicking the user is to be taken to the manage findings list which is to be filtered with the finding type and the status.

    • All active Finding Types for all audit program types are to be displayed.

    • Widget is applicable for both Location and Level

    All Findings - Fiscal year

    All Findings - Calendar year

    All Findings - Last 2 years

    My Findings

    Count

    Image Added

    Findings Count by Due Date


    • Display the count of findings by due date

    • Selection of number navigates to filtered list screen of manage findings.

    • Widget is applicable for both Location and Level

    • Due Date Categories: Overdue 0-30 days, Overdue 31-60 days, Overdue 61-90 days, Overdue more than 90 days, Due in 0-30 days, Due in 31-60 days, Due in 61-90 days, Due in more than 90 days

    All Findings

    My Findings

    Chart

    Image Added

    On Time Closed Finding Count By Month

    • This widget would display On Time Closed Findings count by month.

    • It would consider the Finding closed date to group the data by month.

    • On Clicking on any bar the user would be directed to the manage findings list with selected date filters, Finding Status = Closed and closed before due date.

    • Widget is applicable for both Location and Level

    Period

    • Last 30 Days

    • Last 60 Days

    • Last 90

    days Finding Count By
    • Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    • Fiscal and Calendar Year

    Chart

    Image Modified

    4

    Repeat Findings Count by Month

    • This widget would display

    total findings
    • Total Repeat Findings count

    grouped
    • by month. 

    • It would consider the Finding create date to group the data by month. 

    • On Clicking on any bar the user would be directed to the manage findings list with

    Month,Year filter applied
    • selected date filters and repeat finding = "Yes".

    • Widget is applicable for both Location and Level

    Period

    • Last 30 Days

    • Last 60 Days

    • Last 90

    days
    • Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    • Fiscal and Calendar Year

    Chart

    Image Removed
    Image Added

    Top 10 Audit

    Categories

    Areas by Finding Count


    • This widget

    displays
    • would display Top 10 Audit

    Categories
    • Areas by Finding Count.

    • Only active

    categories
    • areas to be displayed.

    • Selection of number navigates to filtered list screen of manage findings

    • Widget is applicable for both Location and Level

    Period

    • Last 30 Days

    • Last 60 Days

    • Last 90

    days
    • Days

    • Last 6 Months

    • Last 2 years

    • Fiscal

    YearCalendar
    • Year

    Fiscal and
    • Calendar Year

    Chart

    Image Removed
    Image Added

    Top 10 Audit

    Areas

    Categories by Finding Count

    • This widget

    would display
    • displays Top 10 Audit

    Areas
    • Categories by Finding Count.

    • Only active

    areas
    • categories to be displayed

    .
    • Selection of number navigates to filtered list screen of manage findings

    • Widget is applicable for both Location and Level

    Period

    • Last 30 Days

    • Last 60 Days

    • Last 90

    days
    • Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    Fiscal and Calendar Year

    Chart

    Image Removed
    Image Added

    Top 10 Departments by Finding Count


    • Display Top 10 Audit departments by Finding Count.

    • Only active departments to be displayed

    • On Clicking on any bar the user would be directed to the manage findings list which would be filtered with respect to the Date in the filter and the Department.

    • Widget is applicable only for Location

    Last 90 days

    Period

    • Last

    6 Months

    Last 2 years

    Fiscal Year

    Calendar Year

    Fiscal and Calendar Year

    Chart

    Image Removed

    Repeat Findings Count by Month

    • This widget would display Total Repeat Findings count by month. 

    • It would consider the Finding create date to group the data by month. 

    • On Clicking on any bar the user would be directed to the manage findings list with selected date filters and repeat finding = "Yes".

    • Widget is applicable for both Location and Level

    Last 90 days Image Removed
    • 30 Days

    • Last 60 Days

    • Last 90 Days

    • Last 6 Months

    • Last 2 years

    • Fiscal Year

    • Calendar Year

    Fiscal and Calendar Year

    Chart

    Finding Status by Type

    • Display the count of all open, overdue and closed findings  for the location by Finding Type

    • On clicking the user is to be taken to the manage findings list which is to be filtered with the finding type and the status.

    • All active Finding Types for all audit program types are to be displayed.

    • Widget is applicable for both Location and Level

    All Findings - Fiscal year

    All Findings - Calendar year

    All Findings - Last 2 years

    My Findings

    Count

    Chart

    Image Added