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, from Dashboards, click Compliance.

2. On the left, click Task Manager Compliance.

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

4. 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.

5. 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.

6. 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

7. From Performance, select task performance metrics:

   • Preparation

   • Approval

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

   • User

   • On Time

   • Late

   • Rejections

Supplemental Data Compliance Dashboard

To view the Supplemental Data Compliance dashboard:

1. On the Home page, click Dashboards, then click Compliance Overview.

2. On the left, click Supplemental Data Compliance.

3. From the Collection Interval drop-down list, select a collection interval.

4. Select members for the POV.

   The POV dimensions are based on the frequency dimension selection for the selected Collection Interval.

5. From the Forms drop-down list, select a form, or select All to view all forms.

   The pie charts display the following status for forms: number of Completed Forms, Percentage of forms Prepared On Time, Percentage of forms Reviewed On Time, Percentage of forms Posted On Time, and number of Rejected forms.

6. Click on one of the status charts to drill down into the list of forms with that status.

   From the list of forms, if you have access rights to a form, you can click the form name to directly open and work with the form.

7. From Performance, select form performance metrics:

   • Preparation

   • Review

   • Posting

8. Optional: To change the order of forms listed, from Order By, select:

   • User

   • On Time

   • Late

   • Rejections