From insight to action
How to move from a Dashboard signal to the specific screen where you resolve it.
Each Dashboard signal has a natural destination. Use this mapping instead of working from the Dashboard itself.
Signal to destination
- Expired or Expiring Soon is non-zero — go to the Action Center and clear critical and high items first.
- Employees Missing Requirements is non-zero — go to the Compliance Matrix and filter to missing cells.
- Employees Without Credentials is non-zero — open each profile and record what they hold.
- A specific location looks worse than the rest — open the Location Comparison report.
- You need to explain the position to someone else — generate the Executive Compliance Brief or a Compliance Packet.
A workable loop
- 1Open the Dashboard and read the metric cards.
- 2Pick the single worst signal rather than trying to address all of them.
- 3Move to the corresponding screen and resolve items there.
- 4Return to the Dashboard only to confirm the number moved.