Management System Dashboard
The management system dashboard provides an overview of the status of non-conformities (including opportunities for improvement and observations): how many are open, what percentage have been closed, how they are distributed by status, class and origin, and how their openings and closures 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 that is expected.
Key concepts
Section titled “Key concepts”Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.
Non-conformity. This is the unit counted in this dashboard. Each non-conformity is counted only once, even if it has several measures (actions), tags or observers associated that could multiply the rows internally.
Built on measures. The dashboard relates each non-conformity with its measures (corrective actions). Therefore, only non-conformities that have at least one associated measure appear: a non-conformity without any measure will not be reflected in the charts.
Class. According to its nature, each non-conformity is classified as:
| Class | Meaning |
|---|---|
| Non-conformity | A detected non-compliance. |
| Opportunity | An opportunity for improvement. |
| Observation | An observation. |
| Undefined class | No class assigned. |
Open and closed. Each non-conformity has a status. Your organisation may use customised status names, but all correspond to one of these basic statuses: Not started, In progress, Pending closure, Closed or Cancelled. A non-conformity is considered closed when its status corresponds to Closed; the rest are considered open.
Closure percentage. This is the proportion of closed non-conformities over the total: closed non-conformities ÷ total non-conformities.
Origin type. Details where the non-conformity comes from:
| Origin | Source |
|---|---|
| Audit | From an audit. |
| Accident investigation | From an accident investigation. |
| Safety visit | From a safety visit. |
| Participation | From a participation. |
| Questionnaire | From a questionnaire. |
| Meeting | From a meeting. |
| Claim | From a claim. |
| Survey | From a survey. |
| Ergonomic study | From an ergonomic study. |
| Drill | From a drill. |
| Undefined origin | No identified origin. |
Scope of the non-conformity. The scope (company, centre, section, position) used in filters and tables is that of the non-conformity.
Active elements. The charts and tables take into account whether the company, centre, section, position, activity or equipment remain active.
Scope permissions. The dashboard only includes non-conformities from the companies, centres, sections and positions to which you have access.
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 |
|---|---|
| Non-conformity status | Non-conformities in a specific status. |
| Scope | Company, centre, section and position, hierarchically. |
| External company | Non-conformities from a specific external company. |
| Activity | Non-conformities from a specific activity. |
| Equipment | Non-conformities from a specific work equipment. |
| Responsible | Non-conformities of a specific responsible person. |
| Tag | Non-conformities marked with a specific tag. |
| Origin type | The origin of the non-conformity. |
| Date | The time period, according to the start date of the non-conformity. |
Indicator card
Section titled “Indicator card”Open vs total non-conformities
Section titled “Open vs total non-conformities”Number of open non-conformities compared to the total, along with the percentage they represent of the total. Includes a small trend chart (sparkline).
Donut charts
Section titled “Donut charts”Non-conformities by status
Section titled “Non-conformities by status”Distribution of the number of non-conformities according to their status.
Non-conformities by class
Section titled “Non-conformities by class”Distribution of the number of non-conformities according to their class (non-conformity, opportunity, observation or undefined class).
Non-conformities by origin
Section titled “Non-conformities by origin”Distribution of the number of non-conformities according to their origin type.
Table: Non-conformities by centre
Section titled “Table: Non-conformities by centre”Compares centres and orders them according to their closure percentage.
| Column | What it shows | How it is calculated |
|---|---|---|
| Position | The centre’s rank position. | Ranking by % closure, from highest to lowest. |
| Centre | The centre (or “no centre” if none). | — |
| % Closure | Percentage of closed non-conformities. | Closed non-conformities ÷ total non-conformities. |
| Totals | Total non-conformities of the centre. | Count of non-conformities. |
| Open | Open non-conformities. | Count of non-closed non-conformities. |
| Open (accumulated) | Count of the centre’s open non-conformities. | Count of non-closed non-conformities. |
The percentage columns are accompanied by a coloured bar that makes it easy to compare values between centres at a glance.
Evolution charts
Section titled “Evolution charts”Open and closed non-conformities (accumulated)
Section titled “Open and closed non-conformities (accumulated)”Shows the month-by-month evolution of the accumulated number of open non-conformities (by their start date) and closed non-conformities (by their closing date), which accumulate from the start of the period.
Open and closed non-conformities (per month)
Section titled “Open and closed non-conformities (per month)”The same information without accumulation: how many non-conformities open and close each month.
Frequently asked questions
Section titled “Frequently asked questions”What counts as a closed non-conformity?
A non-conformity is considered closed when its status corresponds to Closed. The rest of the statuses are considered open. Note that, in the current version of the dashboard, cancelled non-conformities are counted within the open ones, not the closed.
The last two columns of the table by centre show the same number.
That is correct: both the “Open” and “Open (accumulated)” columns reflect the same count of open non-conformities for the centre. You can use either.
Why does a non-conformity not appear on the dashboard?
Because the dashboard is built on measures (actions). A non-conformity that does not yet have any associated measure will not be reflected in the charts.
Are opportunities for improvement and observations also counted?
Yes. They are included together with non-conformities and distinguished by their class in the “Non-conformities by class” chart.
What date is used in the date filter?
The start date of the non-conformity.
Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only non-conformities from the companies, centres, sections and positions to which you have access are included.