Dashboard Overview
Your dashboard is the command center of the MedCompliance platform. This guide explains every metric, widget, and feature you'll see based on your role.
Dashboard by Role
System Admin Dashboard
Key Metrics:
Total Organizations: Number of healthcare facilities using the platformTotal Users: All users across all organizationsActive Inspections: Ongoing inspections platform-wideSystem Health: Uptime percentage and performance metricsWidgets:
Platform activity feedNew organization signupsSupport ticket queueRevenue dashboardSystem alertsOrganization Admin Dashboard
Key Metrics:
Active Users: Users in your organizationPending Tickets: Inspections waiting to be scheduledThis Month's Inspections: Completed inspections countCompliance Status: Overall compliance percentageWidgets:
Recent inspections tableUpcoming deadlinesTeam performanceDocument libraryQuick actions (Add user, Schedule inspection)Technician Dashboard
Key Metrics:
Assigned Tasks: Your current inspection assignmentsCompleted This Week: Your completed inspectionsNext Inspection: Countdown to next scheduled taskAverage Rating: Client feedback scoreWidgets:
Today's scheduleUpload report buttonRecent uploadsClient contact listInspection historyClient Dashboard
Key Metrics:
Next Inspection: Days until next scheduled inspectionCompliance Status: Pass/Fail with expiration datesAvailable Reports: Downloadable inspection reportsOpen Requests: Pending appointment requestsWidgets:
Compliance calendarRecent reportsRequest inspection buttonCertificate downloadsNotification centerNavigation Menu
Top Navigation
Left Side:
Logo: Click to return to dashboardOrganization Name: Current facility (admins only)Search Bar: Quick search for reports, users, or inspectionsRight Side:
Notifications Bell: Alerts and updatesProfile Menu: Settings, logout, helpRole Badge: Your current roleSidebar Menu
For System Admins:
DashboardOrganizationsUsersInspectionsReportsAnalyticsSettingsAudit LogsFor Org Admins:
DashboardUsersInspectionsTicketsReportsFilesBillingSettingsFor Technicians:
DashboardMy AssignmentsUpload ReportInspection HistoryProfileHelpFor Clients:
DashboardRequest InspectionReportsCertificatesTicketsProfileUnderstanding Metrics
Compliance Status
Green (Pass): All systems inspected and passing
Yellow (Expiring Soon): Inspection due within 30 days
Red (Failed/Overdue): Failed inspection or overdue
Inspection Counts
Inspections are categorized by status:
Scheduled: Future inspectionsIn Progress: Technician checked inPending Review: Report uploaded, awaiting admin reviewCompleted: Finalized and archivedFailed: Critical deficiencies foundPerformance Metrics
For Technicians:
Completion rate: % of assigned tasks completed on timeAverage time: Hours from check-in to report uploadClient rating: 1-5 stars from client feedbackFor Organizations:
Compliance rate: % of systems currently passingOn-time completion: % of inspections done by due dateAverage response time: Days from request to completionCustomizing Your Dashboard
Widget Management (Org Admin & System Admin)
1. Click "Customize Dashboard" in top right
2. Drag and drop widgets to reorder
3. Toggle widgets on/off
4. Resize widgets (small, medium, large)
5. Save layout
Filters and Date Ranges
Most widgets support filtering:
Date Range: Today, This Week, This Month, This Quarter, This Year, CustomStatus Filter: All, Active, Completed, FailedType Filter: Annual, Quarterly, EmergencyTechnician Filter: View by assigned technicianSetting Default View
1. Navigate to Settings → Preferences
2. Select "Dashboard Settings"
3. Choose default date range
4. Select which metrics to highlight
5. Enable/disable email digest
Quick Actions
From Dashboard
Admins:
➕ Add User📅 Schedule Inspection📊 Generate Report📤 Export DataTechnicians:
📋 View Today's Tasks📸 Upload Report✅ Mark Task Complete📞 Contact ClientClients:
🔧 Request Inspection📥 Download Report📜 View Certificates💬 Contact SupportActivity Feed
The activity feed shows real-time updates:
Example Events:
"John Doe completed inspection at Memorial Hospital""New user Sarah Smith added to your organization""Annual inspection report available for download""Inspection scheduled for March 15, 2025"Filter Activity:
By userBy organizationBy event typeBy date rangeNotifications
Notification Types
Email Notifications:
Inspection scheduledReport uploadedInspection due soon (7 days before)Failed inspection alertUser account createdIn-App Notifications:
Real-time task updatesComment mentionsStatus changesSystem announcementsConfigure Notifications:
1. Click profile icon → Settings
2. Navigate to Notifications
3. Toggle each notification type
4. Set email frequency (instant, daily digest, weekly)
5. Save preferences
Mobile Dashboard
The mobile dashboard is optimized for field work:
Mobile Features:
Simplified metricsLarge action buttonsOffline mode supportQuick photo uploadGPS check-inAccess Mobile:
Visit dashboard on mobile browserOr download MedCompliance mobile app (Enterprise)Keyboard Shortcuts
Speed up your workflow:
G then D - Go to DashboardG then I - Go to InspectionsG then R - Go to ReportsN - New inspectionU - Upload report/ - Focus search bar? - Show all shortcutsDashboard Tips
For Efficiency:
1. Pin Frequent Actions: Keep most-used buttons in quick access
2. Use Filters: Don't scroll through everything
3. Enable Notifications: Stay updated on critical items
4. Customize Layout: Put important widgets at the top
For Accuracy:
1. Check Date Range: Ensure you're viewing the right period
2. Verify Filters: Make sure no filters are hiding data
3. Refresh Data: Click refresh icon for latest updates
4. Review Alerts: Red badges indicate items needing attention
Troubleshooting
Problem: Dashboard shows no data
Solution: Check organization/role assignment. New accounts may need 24 hours to populate.
Problem: Metrics seem incorrect
Solution: Verify date range and filters. Click "Reset to Default" to clear all filters.
Problem: Can't access certain features
Solution: Check your role permissions. Some features require admin access or Enterprise subscription.
Next Steps: Explore the [User Management](/knowledge-base/user-management) guide or learn about [Scheduling Inspections](/knowledge-base/inspection-schedules).