Overview
The Audit Dashboard provides a high-level overview of key Audit data through summary metrics and visualizations. It is intended to serve as a landing page for users working within the ERM system, allowing them to quickly assess number of employees surveyed, number of active surveys, activity, and document distribution without navigating into individual lists or Audit records.
Objective
The dashboard combines KPI cards and charts to present aggregated data related to employees, documents, document types, and departments. This dashboard reduces time spent navigating multiple screens, improves workload awareness, and supports better decision‑making with built‑in analytics. By surfacing high‑priority actions and visualizing trends like processing volume and turnaround times, Human Resource staff can work more efficiently and proactively address bottlenecks.
Description
Key Functionality
KPI cards
Analytic widgets
Export Report functionality
Walkthrough
Log in using your authentication credentials
Navigate to the new Audit Dashboard tab in the left menu
Interact with the analytics widgets to view workload metrics, processing trends, and performance insights
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FAQ
What information is included in the KPI cards?
KPI cards present important summary metrics such as the total number of total number employees surveyed, survey document count, uploaded document count, document correctly filed rate, active surveys, survey count, audit preparation hours, and average employees per survey. These values provide a quick snapshot of the organization’s workforce and document activity.
What types of analytics widgets or charts are available?
The dashboard includes analytic visualizations that may display:
Survey Activity Trends
Documents Correctly Filed by Location
Documents Reviewed by Audit Team
Document Review by Team Member
Documents Reviewed by Location
Surveys Led by Team Members
These charts help users understand patterns and identify potential bottlenecks.
Can I interact with the charts?
Yes. Users can hover on the analytic widgets to explore detailed insights and better understand workforce or processing trends.
How often is the data updated?
Data refresh frequency may depend on your organization’s configuration. Typically, dashboard data is updated in near‑real time or on a scheduled interval to ensure users always see the most accurate metrics. You can also manually push a refresh with the icon in-line with the page heading.
Can I export the dashboard data?
Yes. The Export Report functionality allows users to download dashboard information in a standardized format for offline analysis, reporting, or sharing with stakeholders.
Does the dashboard show individual Audit records?
No. The dashboard shows aggregated, high‑level information. To view individual Audit records, users must navigate to the Audit List.
What should I do if the dashboard doesn’t load or the data looks incorrect?
Try refreshing your browser or logging out and back in. If the issue persists, contact your system administrator or support team, as data visibility or access may be affected by permissions or integration jobs.
Need help? Please contact your organization’s Administrator, for troubleshooting. If the issue remains unresolved, VisualVault Support is available to assist.