Corrective Action Dashboard Single Site
Located in the Corrective Action module Reports tab is a Report called 'Corrective Actions Dashboard' which will populate a number of bar charts and tables relating to the Internal Corrective Actions on a Single Site.
To view the Corrective Actions Dashboard Report in Safefood 360°, navigate to the Management module via the 'Management>Corrective Actions' buttons and click the 'Reports' Tab and the 'Corrective Actions Dashboard' Report.
Image: Navigating to Corrective Actions Dashboard via 'Management>Corrective Actions'. Clicking 'Reports' Tab and 'Corrective Actions Dashboard' Report
Image: Corrective Actions Dashboard Filters
1. Start/End Date: Using the Calendar Field, select the Start and End Date to create the period of data you'd like to see within the Corrective Action Dashboard.
2. Period: Using the fixed dropdown, select the way you wish the data to be displayed within the Bar Charts, e.g. Daily, Weekly, Monthly, Quarterly, Yearly.
3. Site: As this is on a Single Site, there is only one Site to select from. The Corrective Actions from the Sites selected will been seen throughout the Corrective Action Dashboard.
Note: For the view of the Corrective Action Dashboard for Enterprise Structures (Multiple Sites), see here.
4. Module Source: Select the Module Source from where the Corrective Actions were raised. This filter only updates the 'Corrective Action by Module' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
5. Risk: Select the Risk of the Corrective Actions. This filter only updates the 'Corrective Action by Risk' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
6. Search NCs: Using the Open Text Field, search for a word within the Nonconformance of the Corrective Actions. This filter only updates the 'Corrective Action by Nonconformance' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
7. Nonconformance Categories: Select the Nonconformance of the Corrective Actions. This filter only updates the 'Corrective Action by Nonconformance' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
8. Search Causes: Using the Open Text Field, search for a word within the Causes of the Corrective Actions. This filter only updates the 'Corrective Action by Cause' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
9. Causes: Select the Cause of the Corrective Actions. This filter only updates the 'Corrective Action by Cause' Bar Chart, 'Corrective Action Open/Completed' Data Table and 'Actions Details' Data Table.
10. Update: After selecting your filters ensure to click the 'Update' button to allow the system to apply the filters to the Corrective Actions Dashboard.
Image: Corrective Actions Dashboard Navigation Tools
1. Arrows: There are multiple pages of the Corrective Actions Dashboard, use the arrows to move back and forth through pages.
2. Search Bar: To find a particular word within the Corrective Actions Dashboard, type the word into the search bar and click 'Find'. The word will then highlight in blue if found. Click the 'Next' button to move to the next place in the Corrective Actions Dashboard where the word is found. If the word is not found, an error pop up will appear stating 'The search text was not found'.
Image: Word Found
Image: Word Not Found Error
3. Export: Click the export symbol to export the Corrective Actions Dashboard to Excel, PDF, Word, etc.
Image: Export Dropdown Example
4. Refresh: Click the refresh symbol to refresh the Corrective Actions Dashboard.
Image: Corrective Actions By Site Bar Chart
1. Bar Chart Heading: The heading of the Bar Chart will appear here.
2. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
3. Bar Chart:
- X Axis: Number of Open and Completed Corrective Action Records
- Y Axis: Period of Time selected within Start/End Date and the Period View selected within the Period Dropdown, e.g. Monthly selected in the example above.
4. Expand Data: Click the Expand Data button once to see the data from the Bar Chart in a Table. Click the button again to hide the Table.
5. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
6. Data: The Bar Chat data will be shown within a Table.
Image: Corrective Actions By Module Source Bar Chart
1. Bar Chart Heading: The heading of the Bar Chart will appear here.
2. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
3. Bar Chart:
- X Axis: Number of Open and Completed Corrective Action Records raised from the Module Source.
- Y Axis: Module Source selected, e.g. Auditing, Calibration, etc.
4. Expand Data: Click the Expand Data button once to see the data from the Bar Chart in a Table. Click the button again to hide the Table.
5. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
6. Data: The Bar Chat data will be shown within a Table.
Image: Corrective Actions By Nonconformance Bar Chart
1. Bar Chart Heading: The heading of the Bar Chart will appear here.
2. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
3. Bar Chart:
- X Axis: Nonconformances selected, e.g. Quality :: Product Weight, etc.
- Y Axis: Number of Open and Completed Corrective Action Records containing the Nonconformance.
4. Expand Data: Click the Expand Data button once to see the data from the Bar Chart in a Table. Click the button again to hide the Table.
5. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
6. Data: The Bar Chat data will be shown within a Table.
Image: Corrective Actions By Root Cause Bar Chart
1. Bar Chart Heading: The heading of the Bar Chart will appear here.
2. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
3. Bar Chart:
- X Axis: Causes selected, e.g. Other :: Human Error, etc.
- Y Axis: Number of Open and Completed Corrective Action Records containing the Cause.
4. Expand Data: Click the Expand Data button once to see the data from the Bar Chart in a Table. Click the button again to hide the Table.
5. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
6. Data: The Bar Chat data will be shown within a Table.
Image: Corrective Actions By Risk Bar Chart
1. Bar Chart Heading: The heading of the Bar Chart will appear here.
2. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
3. Bar Chart:
- X Axis: Number of Open and Completed Corrective Action Records containing the Risk.
- Y Axis: Risk selected, e.g. High, Low, etc.
4. Expand Data: Click the Expand Data button once to see the data from the Bar Chart in a Table. Click the button again to hide the Table.
5. Site Name: The Name of the Site of which the Corrective Actions are from will appear here.
6. Data: The Bar Chat data will be shown within a Table.
Image: Corrective Action Open/Completed Data Table
1. Site Name: The Name of the Site the Corrective Action Record came from.
2. Date of Record: The Date of the Corrective Action Record.
3. Record No.: The Number of the Corrective Action Record.
4. Record Name: The Name of the Corrective Action Record.
5. Risk: The Risk selected within the Corrective Action Record.
6. Nonconformance Category: The Nonconformance selected within the Corrective Action Record.
7. Details: The text provided in the Details Field of the Corrective Action Record.
8. Investigation Responsible: The Contact selected as Responsible (Investigation) within the Corrective Action Record.
9. Review Responsible: The Contact selected as Responsible (Review) within the Corrective Action Record.
10. Due Date: The date selected as the Due Date within the Corrective Action Record.
11. Root Cause: The Cause selected within the Corrective Action Record.
Image: Data from Table in Corrective Action Record
Image: Corrective Action Open/Completed Data Table
12. Heading: The Data Table Heading.
13. Conducted Range: Period of Time selected within Start/End Date.
14. Status of Corrective Action: The Status of the Record will appear here.
15. Link: A Link to the Corrective Action Record will appear here.
16. Module Source: The Module the Corrective Action Record was raised from or linked to will appear here.
Image: Actions Details Data Table
1. Heading: The Data Table Heading.
2. Conducted Range: Period of Time selected within Start/End Date.
3. Site Name: The Name of the Site the Corrective Action Record came from.
4. Record No.: The Number of the Corrective Action Record.
5. Record Name: The Name of the Corrective Action Record.
6. Action Required: The text provided in the Actions Field of the Corrective Action Record.
7. Deadline: The date of the Deadline selected for the Action within the Corrective Action Record.
8. Responsible: The Contact selected as Responsible (Action) within the Corrective Action Record.
9. Action Taken: The text provided in the Actions Taken Field of the Corrective Action Record.
10. Completed Date: The date the Action was completed within the Corrective Action Record.
11. Completed By: The Contact selected as Completed By within the Corrective Action Record.
12. Link: A Link to the Corrective Action Record will appear here.
Image: Data from Table in Corrective Action Record
