Report Dictionary

The Documents Management Home dashboard provides an at-a-glance view of details related to the periodic review process.

Each visualization in this dashboard contains a details dashboard accessible via the Drill Across action.

Dashlet Name	Description
Periodic Reviews Past Due	KPI Key Performance Indicator, a measurement of performance. Organizations measure activities related to successfully meeting their objectives, such as profitability or acquiring new customers. counting the number documents with periodic review due dates in the past.
Periodic Review Due Date and Status	Provides an overview of when periodic reviews are due, within defined time periods.
Periodic Review: Open Duration	Provides an overview of how long a periodic review Workflow has been open.
WFs Open more than 14 Days	KPI summarizing the number of non-periodic review Workflows open for more than 14 days.
Open Non-Review Workflows for Duration	Summation of the number non-periodic review Workflows open within specified time buckets. This visualization uses a stacked column chart, where the stacks within a column provide specific counts by Packet Type.
Workflows with Multiple Rejection Cycles	Summation of the number non-periodic review Workflows with 2 or more rejection cycles by the Workflow initiating department.

The In-Process Periodic Reviews: Past Due secondary dashboard details past-due periodic review by where the periodic review is within the process as well as by InfoCard type, InfoCard subtype, and InfoCard author department.

The Periodic Review Due Date and Status secondary dashboard provides details on periodic reviews coming due with details on where the document is in the periodic review process. This dashboard also provides an extended preview of periodic reviews due beyond 14 days.

The Periodic Review Extended Preview tertiary dashboard provides details on periodic reviews due beyond 14 days.

The Periodic Review Open Duration secondary dashboard provides details on how long a periodic review Workflow has been open.

The Open Packets for Duration secondary dashboard provides details on how long a non-periodic review Workflow has been open.

The Workflows Open Greater than 14 Days secondary dashboard provides details on non-periodic review Workflows open more than 14 days.

The Workflows with Multiple Rejection Cycles secondary dashboard provides details on Workflows that underwent more than one rejection.

Provides a visualization for all released documents and related information such as InfoCard Number, Vault, InfoCard Type, and so on.

Provides approval information for Document InfoCards such as InfoCard Number, Title, Vault, Packet, User, Completion Date, and so on.

The Training Administration Home dashboard provides an at-a-glance view of the four themes in the collection.

The Training Aging dashboard provides a more detailed view of the Training Aging visualization on the Training Administration Home dashboard, which displays training tasks organized into aging buckets and segmented by status.

The Status of Required Training dashboard provides a more detailed view of the Status of Required Training visualization on the Training Administration Home dashboard, which shows the current status of training tasks, organized by job code.

The Incomplete Training dashboard provides a more detailed view of the Incomplete Training visualization on the Training Administration Home dashboard, which displays training tasks that are not complete, organized by Job Code.

The Urgent Training by Job Code dashboard provides a more detailed view of the Training, Trending Late, or Overdue visualization from the Training Administration Home dashboard, which displays training tasks that are or will soon be past due, organized by Job Code and status.

The Frequently Overdue Training dashboard displays the most frequently overdue training by Department, by Supervisor (with employees frequently overdue), by Trainee, and by Course.

The Training Insights Home dashboard provides an at-a-glance view of the six themes in the collection.

The Trainee and Course Info with Status dashboard provides a more detailed view of the Trainee and Course Info with Status visualization on the Training Insights dashboard, which provides information about the status of training by course.

The Training Status by Job Code dashboard provides a more detailed view of the Training Status by Job Code visualization on the Training Insights dashboard, which provides information about the status of training by Job Code.

The Training by Status dashboard provides a more detailed view of the Training Status visualization on the Training Insights dashboard, which provides information about the overall status of training.

The Required Training by Job Code dashboard provides a more detailed view of the Required Training by Job Code visualization on the Training Insights dashboard, which provides information about required training by Job Code.

The Trainees by Job Code dashboard provides a more detailed view of the Trainees by Job Code visualization on the Training Insights dashboard. It provides information about the trainees in each Job Code.

The Required Training by Trainee dashboard provides a more detailed view of the Required Training by Trainee visualization on the Training Insights dashboard and provides information about required training per trainee.

Provides a visualization for all courses and related information such as Course Description, Course Manager, Course Number and link, etc.

Provides a visualization showing all Job Codes, the Job Code Vault, trainees in the Job Code, etc.

Provides a visualization showing all Job Codes and information about how the Job Code has been configured (courses assigned to the Job Code, etc.).

Provides a visualization showing the status of required training by trainee suitable for presenting to regulatory authorities. The report includes data such as Department, Trainee Status, Supervisor Name, Job Code Name, Course Name with link, and Training (task) Status by Trainee.

Provides a visualization showing all Job Codes, trainees assigned to the Job Code, and their required courses.

Provides a visualization showing all trainees in the system, along with information about their supervisor, department, hire date, etc.

Provides a visualization showing year/month, Department, Trainee Full Name, and the users Percentage Past Due.

Provides a visualization showing status of user status based on documents selected. Note that Document InfoCard Number and Revision filters are required to populate dashboard.

Provides a visualization showing status training for a particular set up users, filterable by a date range when documents were Effective. Note that users are expected to change the Trainee Full Name filter to the desired users to update report.

The Training KPIs and Trends Home dashboard provides a quick view of critical metrics, KPIs, and trends impacting training initiatives. From this dashboard, you can navigate to view more detailed information.

The Training Completion Over Time dashboard provides a more detailed view of the Training Completion Over Time visualization on the Training KPIs and Trends Home dashboard, which provides information showing how training launched versus completed is trending over time.

The Percentage of Training Overdue dashboard provides a more detailed view of the Percentage of Training Overdue visualization on the Training KPIs and Trends Home dashboard, which displays how past-due training completion is trending over time.

The Aging Trends dashboard provides a more detailed view of the Aging Trends visualization on the Training KPIs and Trends Home dashboard, which displays the trend of training aging over time. By default, it displays the number of tasks in each aging bucket per month for the last 12 months.