Risk Factors Dashboard
The Risk Factors dashboard provides an overview of the status of the identified risk factors: how many are open, how many are overdue, their distribution by status, type and origin, and how their opening and closing evolves over time.
You will only see data from the companies, sites, sections and positions 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.
Risk factor. This is the unit counted in this dashboard. Each factor is counted only once, even if it has several associated tags or scopes that could multiply the rows internally.
Open and closed. A factor is considered closed when its official status is Closed. Any other status (Not started, In progress, Pending closure or Cancelled) is considered open for the purposes of the open counters.
Overdue. A factor is overdue when its due date has passed (negative days remaining until expiry) and it is still open.
SmartIndex. This is the index that assesses the criticality of the risk factor. The dashboard shows its average value.
Status. In addition to the open/closed classification, each factor has a configurable status (the name shown in the “by status” charts).
Risk type. Classification of the risk according to its nature (shown in the “by risk type” chart).
Origin. Indicates where the risk factor originates: risk assessment, accident investigation, safety visit, participation, questionnaire, meeting, claim, survey, ergonomic study or drill.
Active elements. The charts and tables take into account whether the company, site, section, position, activity or team are still active, so as not to mix current structure with deactivated structure.
Scope permissions. The dashboard only includes factors from the companies, sites, sections and positions you have access to.
Chained filters. All filters are applied simultaneously to all charts, cards and tables.
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 |
|---|---|
| Factor status | Factors in a specific status. |
| Scope | Company, site, section and position, hierarchically. |
| Activity | Factors from a specific activity. |
| Team | Factors from a specific work team. |
| Responsible | Factors of a specific prevention officer. |
| Origin type | The origin of the factor (assessment, investigation, etc.). |
| Tag | Factors marked with a specific tag. |
| Date | The time period, according to the factor’s start date. |
Indicator cards
Section titled “Indicator cards”- Open vs total factors: number of open factors compared to the total.
- Overdue vs open factors: number of overdue factors compared to the open ones.
- Average SmartIndex: average value of the factors’ SmartIndex.
Donut charts
Section titled “Donut charts”- Factors by status: distribution of factors by their status.
- Overdue factors by status: distribution of overdue factors by their status.
- Factors by risk type: distribution according to the nature of the risk.
- Factors by origin: distribution according to where each factor originates.
Table: Factors by site
Section titled “Table: Factors by site”Compares sites and orders them according to their closure percentage.
| Column | What it shows | How it is calculated |
|---|---|---|
| Position | The site’s rank position. | Ranking by % closure from highest to lowest. |
| Site | The site (or “no site” if none). | — |
| % Closure | Percentage of closed factors. | Closed factors ÷ total factors. |
| Totals | Total factors of the site. | Count of factors. |
| Open | Open factors. | Count of factors not closed. |
| Overdue | Overdue and open factors. | Count of open factors with past due date. |
| Average SmartIndex | Average criticality of the site. | Average of the SmartIndex. |
Evolution charts
Section titled “Evolution charts”Open and closed factors (cumulative)
Section titled “Open and closed factors (cumulative)”Shows the month-by-month evolution of the cumulative number of open factors (by their start date) and closed factors (by their closing date), along with the cumulative average SmartIndex on a secondary axis.
Open and closed factors (by month)
Section titled “Open and closed factors (by month)”The same information without accumulation: how many factors open and close each month, with the average SmartIndex of the month.
Frequently asked questions
Section titled “Frequently asked questions”Does a cancelled factor count as closed?
No. In this dashboard only factors whose status is Closed are considered “closed”; cancelled factors are counted among the open ones.
Which date is used in the date filter?
The factor’s start date.
Why does a closed factor not appear as overdue?
Because only factors that remain open and whose due date has passed are considered overdue.
Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only factors from the companies, sites, sections and positions you have access to are included.