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Questionnaire Dashboard

The Questionnaires dashboard provides you with an overview of the completed questionnaires within your organisation: how many have been sent, how many deviate from the expected result, the average score obtained, how they are distributed by workforce and centre, and how submissions and correct and incorrect answers evolve over time.

You will only see data from the companies, centres, sections and positions to which you have access according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.

Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.

Questionnaire. This is the unit counted in this dashboard: a questionnaire that has been sent and completed (an inspection, a checklist, a safety observation, etc.). Each questionnaire is counted only once, even though it may internally contain many questions and answers.

Questionnaire template. This is the model from which each questionnaire originates (for example, “Fire extinguisher inspection” or “Safe behaviour observation”). The same model can give rise to many completed questionnaires.

Responsible person. The person who has completed the questionnaire.

Observed employee and external company. Some questionnaires are completed about someone: the employee or external company being observed or evaluated.

Correct, incorrect and not applicable answers. Each question in the questionnaire can be answered correctly, incorrectly, or marked as not applicable when the question is not relevant in that case. These three counts form the basis of the response percentages.

Deviated questionnaire. A questionnaire is considered deviated when it does not achieve 100% correctness, that is, when any of its answers was not as expected. A questionnaire without any deviation is one that has been answered completely as intended.

Score. Some templates calculate a score based on the answers. The average score only takes into account questionnaires whose template is configured to display a score; the rest are excluded from this calculation.

Targets for correct and incorrect answers. Each organisation can set a target (a percentage) for correct answers and another for incorrect answers. These targets are the reference values compared with the actual percentages in the indicator panel, and both their value and name may vary from one client to another.

Active elements. The charts and tables only consider companies, centres, sections, positions, activities and teams that remain active. Questionnaires associated with a deactivated element are not reflected in those elements.

Scope permissions. The dashboard only includes questionnaires from the companies, centres, sections and positions to which you have access. Therefore, two users with different permissions may see different figures.

Chained filters. All filters are applied simultaneously to all charts, cards and tables. If you select a centre and a period, everything you see on screen is recalculated only with the questionnaires from that centre and period.

On the left side and at the top you will find the filters. Most allow multiple selection and include a search function.

FilterWhat it allows you to narrow down
ScopeThe organisational structure, in tree form: company → centre. You can select an entire company or a specific centre.
Questionnaire responsibleQuestionnaires completed by a specific person.
Questionnaire templateQuestionnaires based on a specific model.
Questionnaire categoryQuestionnaires from a specific category.
QuestionnaireA specific questionnaire, by its code and title.
Observed employeeQuestionnaires completed about a specific employee.
External companyQuestionnaires completed about a specific external company.
ActivityQuestionnaires from a specific activity.
TeamQuestionnaires from a specific work team.
ProjectQuestionnaires associated with a specific project.
TagQuestionnaires marked with a specific tag.
Submission dateThe time period, according to the questionnaire submission date.

In the central area, three cards summarise the main figures for the selected period and filters.

Total number of completed questionnaires. Includes a small trend chart (sparkline) to quickly see whether activity is rising or falling.

Number of deviated questionnaires (those that do not reach 100% correctness), compared with the total questionnaires. In addition to the count, it shows what percentage of the total the deviated represent.

Average score obtained by the questionnaires, expressed as a percentage. Only calculated for questionnaires whose template is configured to display a score.

The Indicators panel shows two semicircles (gauges) comparing actual results with the targets set by the company:

  • Target for correct answers: percentage of correct answers achieved, against the target for correct answers. The higher, the better.
  • Target for incorrect answers: percentage of incorrect answers, against the target for incorrect answers. In this case, the lower, the better.

The percentage of correct (or incorrect) answers is calculated over the total number of counted answers; not applicable answers are only included in that total when the template is configured to consider them.

Distributes the completed questionnaires according to the template from which they originate. Allows you to see which types of questionnaire are used most.

Distributes the total answers into correct, incorrect and not applicable. The not applicable portion only appears in templates configured to count this type of answer; in others, the distribution is only between correct and incorrect.

Compares centres and orders them according to their degree of deviation, from the centre with the best result (least deviation) to the worst.

ColumnWhat it showsHow it is calculated
PositionThe centre’s rank position.Ranking by percentage of deviation, from lowest to highest.
CentreThe centre to which the questionnaires belong.
Total questionnairesTotal questionnaires for the centre.Count of questionnaires.
Deviated questionnaires (%)Percentage of deviated questionnaires.Questionnaires not reaching 100% correctness ÷ total questionnaires.
Correct answers (%)Percentage of correct answers.Correct answers ÷ total counted answers.
Incorrect answers (%)Percentage of incorrect answers.Incorrect answers ÷ total counted answers.
Average score (%)Average score of the centre’s questionnaires.Average of the score, only for questionnaires whose template shows a score.

The deviation column is accompanied by a coloured bar that makes it easy to compare centres at a glance.

Shows how questionnaires evolve month by month through two series: the questionnaires sent each month and the cumulative total, which sums from the start of the period. The cumulative total helps to see the overall completion pace; the monthly total helps detect peaks and troughs.

Shows month by month the percentage of correct answers and the percentage of incorrect answers, stacked. Allows you to see whether the quality of answers improves or worsens over time.

What is a “deviated” questionnaire?
It is a questionnaire that has not reached 100% correctness: one or more of its answers was not as expected. The count and percentage of deviated questionnaires help you locate where incidents are concentrated.

Why does the “not applicable” portion not appear in some distributions?
Because each template decides whether not applicable answers count or not. When the template is configured not to consider them, those answers are not added to the total and therefore do not appear in the distribution nor affect the percentages of correct and incorrect answers.

Why does the average score not include all my questionnaires?
Because it is only calculated for questionnaires whose template is configured to display a score. Questionnaires from templates that do not score are excluded from this calculation.

What does it mean if an indicator is above or below the target?
The target is the goal set by the company. For the correct answers indicator, the higher the actual value relative to the target, the better; for the incorrect answers indicator, the lower, the better.

Why does a centre or company not appear in the charts?
Charts and tables only consider companies, centres, sections, positions, activities and teams that remain active. If the element has been deactivated, its questionnaires are not reflected in those elements.

Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only questionnaires from the companies, centres, sections and positions to which you have access are included.