Dashboard

Table of Contents

Purpose

The Dashboard module is used to give Project Managers important oversight on the activity on their projects through a series of informational and work queues. Only active projects are displayed in the Dashboard.

It is recommended that all QC users have access to the Dashboard.

Using the Dashboard

The Dashboard screen will display a list of queue sections that are listed on the left of the screen. These queues can vary depending on each person's permissions. Selecting the three-line menu control at the top left of the screen will hide the left navigation panel.

After selecting a section, you will either see subsections with specific queues across the screen or just specific queues across the screen. Subsections will appear grayed out if they do not contain any information. The number displayed to the right of each subqueue represents the count of items that meet the business rules of that queue. Filters exist on the top that allow for the data to be filtered by any combination of Project Manager, Office and Project Number.

Clicking the Project Number link in each row will open the Quality Control module pre-filtered to match the business rules of that queue.

Filter Options Allow Multiple Selection

Like other areas in the system, the filter choices in Dashboard allow you to choose multiple items from the list of Project Managers, Offices or Projects. The system will look for matching records to one of the entered values. when filtering on Office, you can select "Not Assigned" and it will filter based on projects that have not been assigned an owning office in Project Specifications.

If you want to remove one of these selections, click the X next to the items you would like removed.

Saving Filter Options

If you find that you are often filtering based on the same criteria, you can save your filter choices for use later. To save filter options, chose your criteria and select Save Filter. Then provide a name for this filter selection.

Once you have saved your filter options, you can access a saved filter by clicking on the filter picklist.

My Project Filter

By default, all users will have a filter choice for My Projects. When this option is selected, the user will receive a list of projects where they are the project manager.

Dashboard Queues

Safety

Safety Queue Filters

There are additional filter options when the Safety Queue is selected. Safety Groups and Forms can be filtered on to make it easier to manage projects where safety forms diifer by business line, region, etc.

Sub-Category	Queue	Definition
None	Entered	Safety record status = Entered
	Review	Safety record status = Review
	Not Reported	Safety record has not been finalized as a report from with the Quality Control Module. Related report not in the Consolidated status
	Alert	Safety Yes/No Record with Alert Indicator Setting = Yes

Activity

Activity Queue Filters

There are additional filter options when the Activity Queue is selected. Activity Groups and Forms can be filtered on to make it easier to manage projects where activities from multiple business lines have been logged.

Sub-Category	Queue	Definition
None	Entered	Activity status = Entered
	Review	Activity status = Review
	Not Reported	Activity has not been finalized as a report from with the Quality Control Module. Related report not in the Consolidated status
	Open Discrepancies	An open discrepancy exists Counts represent the number of discrepancies (versus activities)
	Alert	Activity Yes/No Record with Alert Indicator Setting = Yes

Sampling

Sub-Category	Queue	Definition
None	Analyzed	Test status = Analyzed
	Review	Test status = Review
	Not Reported	Sample/Specimen has not been finalized as a report from with the Quality Control Module. Related report not in the Consolidated status
	Draft Samples	Samples saved as Draft status
	Logged	Samples saved as Logged status (not Draft)
	Picked Up	Samples with specimens that have been picked up but not checked into the lab yet
	Checked In	Samples with specimens that have been checked into the lab
	Missing Lab Instructions	Samples with no lab instructions added
	Alert	Sampling Yes/No Record with Alert Indicator Setting = Yes

Density Testing

Sub-Category	Queue	Definition
Soil Nuclear Gauge Tests Sand Cone Tests Drive Cylinder Tests Moisture Content Tests One-Point Tests Bituminous Nuclear Gauge Tests	Compaction Exception	Test status = Analyzed, Pending or Review Test has a failing density
	Moisture Exception	Test status = Analyzed, Pending or Review Test has a failing moisture
	Pending	Test status = Pending
	Analyzed	Test status = Analyzed
	Review	Test status = Review
	Not Reported As Complete	Test has not been reported as Complete (status) Related report not in the Consolidated status
Test Management	Missing Sup / Plnt / MD	Test contains a Draft Supplier, Plant or Mix Design

Field Reports

Sub-Category	Queue	Definition
None	Daily Field	Daily Field report was generated from the field module and sent to the QC Field Reports Review queue Reports need to be finalized or sent to the draft reporting queue
	Activity Field	Activity Field report was generated from the field module and sent to the QC Field Reports Review queue Reports need to be finalized or sent to the draft reporting queue
	Concrete / Grout / Mortar Field	Concrete / Grout / Mortar Field report was generated from the field module and sent to the QC Field Reports Review queue Reports need to be finalized or sent to the draft reporting queue
	Density Test Field	Density Test Field report was generated from the field module and sent to the QC Field Reports Review queue Reports need to be finalized or sent to the draft reporting queue

Concrete / Grout / Mortar

Sub-Category	Queue	Definition
Cast Cylinder Beam	Low Breaks	Analysis shows low breaks based on configured low break alert levels Sample status = Analyzed
	Analyzed	Sample status = Analyzed
	Review	Sample status = Review
	Not Reported As Complete	Sample has not been reported as Complete (status) Uncollected specimens are ignored Related report not in the Consolidated status
Density	Wet - Out of Range	Wet Density Test = Out of Range Sample status = Analyzed
	Dry - Out of Range	Dry Density Test = Out of Range Sample status = Analyzed
	Analyzed	Sample status = Analyzed
	Review	Sample status = Review
	Not Reported as Complete	Sample has not been reported as Complete (status) Uncollected specimens are ignored Related report not in the Consolidated status
Grout Prism Grout Cube Grout Cylinder Mortar Cube Mortar Cylinder	Low Breaks	Analysis shows low breaks based on configured low break alert levels Sample status = Analyzed
	Analyzed	Sample status = Analyzed
	Review	Sample status = Review
	Not Reported As Complete	Sample has not been reported as Complete (status) Uncollected specimens are ignored Related report not in the Consolidated status
Batch Log Field Test	Concrete Not Reported	Concrete Batch Log / Field Test record has not been added to a Concrete Placement Summary Report
Batch Log Field Test	Grout Not Reported	Grout Batch Log / Field Test record has not been added to a Grout Placement Summary Report
Sample Management - Concrete Sample Management - Grout / Mortar	Missing Sup / Plnt / MD	Sample contains a Draft Supplier, Plant or Mix Design
	Draft Samples	Sample status = Draft
	Logged SC	Sample status = Logged Standard cure specimens Shaded red if the specimens have not been picked up and in the field longer than a day
	Logged FC	Sample status = Logged Field cure specimens Shaded red if the system date is past the planned test date to highlight field cure specimens potentially forgotten in the field
	Picked Up	Sample status = Picked Up
	Checked In	Samle status = Checked In

Draft Reports

Sub-Category	Queue	Definition
None	Reports to Review	Displays counts of Draft Reports waiting to be reviewed
	Rejected	Draft report has been rejected

Delivery

Sub-Category	Queue	Definition
None	Complete	Reports in delivery that are Complete (Status) and have not been delivered
None	Final	Reports in Delivery that are Final (status) and have not been delivered

Field Costs

Sub-Category	Queue	Definition
None	Costs Not Billed	Field cost transactions that have not been billed yet

Evaluation

Sub-Category	Queue	Definition
None	Entered	Evaluation record status = Entered
	Review	Evaluation record status = Review
	Not Reported	Evaluation record has not been finalized as a report from with the Quality Control Module. Related report not in the Consolidated status
	Alert	Evaluation Yes/No Record with Alert Indicator Setting = Yes