Compliance Dashboards

Compliance Dashboard provides metrics on how well the company achieved their compliance objectives, distinguishing those tasks that were completed on time from those that were late, and providing a count of those that were approved or rejected. You can view user performance metrics based on user and organizational unit.

Task Manager Compliance Dashboard

To view the Task Manager Compliance dashboard:

1. On the Home page, click Tasks, and then click the Compliance tab on the left.

2. From the Point of View, select a Year and Period.

3. From the Tasks drop-down list, select a task, or select All to view all tasks.

   The pie charts display the following status for tasks: number of Completed Tasks, Percentage of tasks Prepared On Time, Percentage of tasks Approved On Time, number of Rejected Tasks, and number of Alerts.

4. Click on one of the status charts to view the list of tasks with that status.

   From the list of tasks, if you've access rights to a task, you can click the task name to directly open and work with the task.

5. Filter the tasks by selecting View By, then select an option:

   • User: You can click on a user name to view User Details.

   • Organizational Unit

6. From Performance, select task performance metrics:

   • Preparation

   • Approval

7. Optional: To change the order of tasks listed, from Order By, select:

   • User

   • On Time

   • Late

   • Rejections