Coordination Dashboard
The Coordination dashboard offers you an overview of your organisation’s business activity coordination (CAE): how many active coordinations you have with external companies, what documentation is required from them, the status of each document, and the level of compliance by company and document type.
You will only see data for the companies and centres you have access to according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.
Key concepts
Section titled “Key concepts”Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.
Coordination. A coordination is the business activity coordination relationship between your company and an external company (contractor or subcontractor), usually associated with a workplace. It is the unit counted by the indicator card and the Coordinations column in the table. Each coordination is counted only once, even if it has many associated documents.
Document. Within each coordination, a series of documents are required (the document need). Each document is the unit counted by the ring charts and the needs columns. The same document is counted only once. Each document has a type (for example, insurance, certificate, risk assessment…) and a status.
Document statuses. Each document is in one of these statuses:
| Status | Meaning |
|---|---|
| Requested | The document has been requested and is awaiting receipt. |
| Pending acceptance | The document has been received and is pending review or acceptance. |
| Sent pending signature | The document has been sent and is pending signature. |
| Accepted | The document has been reviewed and accepted. |
| Not applicable | The document is not required for that coordination (includes those pending request and cancelled). |
| Undefined status | The document is in a status not covered by the dashboard. |
Document OK, NOT OK or N/A. To measure compliance, each document is classified in a simplified way:
- OK: only documents accepted.
- NOT OK: documents requested, pending acceptance or sent pending signature; that is, those still requiring action.
- N/A: documents that do not apply.
Document origin (to whom it is requested). Each document is requested from a specific origin. The dashboard groups them into: documents from company (main or external), documents from subcontracted companies, documents from employees, and documents from centre.
% compliance. The compliance percentage is calculated as the number of accepted documents divided by the total number of documents. Note that the total also includes documents marked as Not applicable, which can lower the percentage.
Only active elements. The dashboard shows only active coordinations and documents, and active structural elements (company, centre, external company).
Scope permissions. The dashboard only includes coordinations from companies and centres you have access to. Therefore, two users with different permissions may see different figures.
Chained filters. All filters apply simultaneously to all charts, cards and tables. If you select a centre and a document type, everything you see on screen recalculates only with those documents.
Filters
Section titled “Filters”On the left side you will find the filters. Most allow multiple selection and include a search box.
| Filter | What it allows you to narrow down |
|---|---|
| Scope | The organisational structure, in tree form: company → centre. Only active elements are shown. |
| Coordination | Specific coordinations by name. |
| External company | Documents from certain external companies (contractors or subcontractors). |
| Document type | Documents of certain types. |
| Document status | Documents in a certain status (requested, pending acceptance, accepted…). |
| Origin | Documents according to whom they are requested from (company, employees, subcontractors, centre). |
Indicator card
Section titled “Indicator card”Active coordinations
Section titled “Active coordinations”Shows the number of active coordinations for the period and selected filters. It is the count of distinct coordinations, counted only once even if they have many associated documents.
Ring chart
Section titled “Ring chart”Documents by status
Section titled “Documents by status”Distributes documents according to their status (requested, pending acceptance, accepted, not applicable…). Each segment indicates the number of documents and the percentage of the total. It helps to see at a glance how much documentation remains to be managed and how much is already accepted.
Document status (compliance)
Section titled “Document status (compliance)”This block groups three ring charts that distribute documents according to their compliance level (OK, NOT OK and N/A), but each over a different set of documents:
Total documents
Section titled “Total documents”Distributes all documents according to whether they are OK, NOT OK or N/A. Provides the overall picture of document compliance.
Company and centre documents
Section titled “Company and centre documents”Distributes only documents requested from companies (main, external or subcontractors) and centres. Useful to see compliance with company-type documentation.
Employee documents
Section titled “Employee documents”Distributes only documents requested from employees. Useful to see compliance with worker documentation.
Table: Coordinations by company
Section titled “Table: Coordinations by company”Lists companies with their coordinations and level of document compliance.
| Column | What it shows | How it is calculated |
|---|---|---|
| Company | The company name. | — |
| Coordinations | Number of coordinations for the company. | Count of unique coordinations. |
| Total needs | Total number of documents required. | Count of unique documents. |
| Needs OK | Number of accepted documents. | Count of documents in Accepted status. |
| % Needs OK | Percentage of accepted documents over total. | Accepted documents divided by total documents. Accompanied by a progress bar. |
The table is interactive: you can select one or more rows to narrow the rest of the dashboard to those companies.
Table: Compliance by document type
Section titled “Table: Compliance by document type”Lists document types with their compliance percentage.
| Column | What it shows | How it is calculated |
|---|---|---|
| Document type | The name of the document type. | — |
| % Needs OK | Percentage of accepted documents of that type. | Accepted documents of that type divided by total of that type. Accompanied by a progress bar. |
Frequently asked questions
Section titled “Frequently asked questions”What counts as an “OK” document?
Only accepted documents. Documents requested, pending acceptance or sent pending signature are considered NOT OK because they still require action, and those that do not apply are considered N/A.
Why is the % compliance lower than I expected?
The percentage is calculated over the total number of documents, including those marked as Not applicable. If a company has many documents that do not apply, the percentage of accepted over total may be lower than expected.
Why does the number of documents not match the number of coordinations?
Because each coordination requires several documents. The coordination indicator counts coordinations, while the rings and needs columns count documents.
What is the difference between the three “Document status” rings?
All three show the same distribution (OK / NOT OK / N/A), but over different sets: one with all documents, another only with company and centre documents, and another only with employee documents.
Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only coordinations from companies and centres you have access to are included. Two users with different permissions will see different figures.