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There are a series of reports accessible via the Issues > Reports menu. Open the Plant Damage report as an example - if a damage value was entered in the example Issue, it will be included in the report.

Dashboard

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A Dashboard is provided that allows data to be viewed as graphs, tables and news feeds.  Each User who has access to the Dashboard is able to create their own Dashboard(s), using the widgets available.  Widgets can then be edited to filter the data displayed.

More information is available in the online help.
 

Info
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titleExercise: Working with Dashboards

Until a CS Incident site has a substantial amount of data, there is very little to view on the Dashboard. For this exercise, log in to the demo site:

 

  1. Create an Issue as an example. A good example is to include an Injury and Plant Damage.
  2. Illustrate the workflow - select the logged in user as both the RM and CM.
  3. Note that the Issue cannot be Approved until there is at least one action.
  4. Complete a Causal Analysis - discuss the difference between Root Causes and Findings.
  5. Note that the Issue cannot be closed until all Actions are closed.
  6. Close the actions and close the Issue.
  7. Illustrate that the Issue is now read-only, however there is a 'Reset to Draft' button on the Report page (only visible to Administrators).