Operational awareness
Dashboard
Use your dashboard to see inspection activity, portfolio signals and the work that needs attention within your authorised scope.
Your dashboard follows your access and working scope
Authorised management users use the Tenant Dashboard for portfolio and team oversight, while field users can receive a more personal view of assigned work. Custom roles can also receive management-dashboard access when their permissions require it. The records shown still remain limited to the sites, teams and operations the user is allowed to see.
What the Tenant Dashboard shows
The Tenant Dashboard is a starting point for management work. It helps you identify what needs attention, then open the underlying inspection, asset, site, approval or action for the evidence behind the number.
Filters and scope
Use the site and activity-period controls to narrow the dashboard. These controls filter what you are already authorised to see; they do not expand your access to other sites or teams.
Opening the work behind a number
Upcoming Inspections opens the upcoming inspection view, while Overdue Inspections opens overdue work. The Action Centre groups items that need follow-up and takes you to the relevant inspection or operational record where your permissions allow it.
A dashboard count is a pointer, not the evidence
Open the underlying record before making a decision. Dashboard summaries do not replace inspection evidence, limitation details, corrective-action records or approval history.
Role and scope behaviour
| User context | Typical dashboard emphasis | Scope |
|---|---|---|
| Inspector / field user | Assigned inspections and personal field activity. | Personal or assigned work. |
| Supervisor | Coordination and review information where the required access is granted. | Team or assigned operational scope. |
| Manager / Tenant Admin | Tenant Dashboard with management attention, portfolio health, inspection workload, team performance and site coverage. | Management or tenant-wide scope according to permissions and assignments. |
| Custom role | Can receive the same management dashboard when the role is configured for that responsibility. | Still limited by the role's permissions and operational assignments. |
| Platform administrator | Platform-level operational view when not acting inside a tenant. | Cross-tenant platform context where authorised. |
Reading dashboard numbers responsibly
A dashboard count tells you that something exists; it does not tell you whether the underlying evidence is complete. For inspection decisions, open the inspection and review coverage, unknowns, failures and evidence quality. For an asset decision, use the Asset Evidence Passport or asset detail rather than relying only on a health badge.
A healthy asset is not the same as a complete inspection
Inaccessible, not-inspected, unable-to-test and pending checklist items reduce coverage/evidence confidence and remain visible as uncertainty. They are not automatically counted as defects and should not be mentally converted into a pass.
When a card or number is missing
Check whether the feature is available to your role, whether the matching records are inside your operational scope, and whether the selected site/activity period contains relevant data.
For feature access problems, see FAQ → Access and permissions.