How to navigate the Safe Environment Dashboard
This article will give a general overview of the dashboard.
There are four panels to the Safe Environment Dashboard:
- Requirement Action Items
- Requirement Compliance Summary
- Assignment Status Summary
- Missing Requirements Summary
This dashboard (shown above) belongs to a user who manages SEP for several organizations. If you manage only one organization, the image will be similar, except only one organization will be listed. In this example, only the highlighted organization would be present. If you don't see your organization(s) listed as shown, you must talk to your SEP administrator to ensure you have been set up properly.
From any of the Summary panels that have an export button, you may use that to export the information to an excel file.
Requirement Action Items Panel
Under each category, Background Checks, Training, and Other, you may click an action items tile to drill down into that facet of the category. For example, clicking the Hold tile under Background Checks will display information on each individual for whom the background check is on hold.
From this list, you may drill down even further into the individual name to obtain the general information, the assignments, and the requirements of the individual. Note: doing this actually takes you to the Individual's page. Here, with proper permissions, you may add notes, change details about the individual, or delete a requirement. To go back to the dashboard, you must use the back button. 
Requirement Compliance Summary Panel
This section gives you an overview of the compliance of your organization(s).
- Note the dropdown field in the upper left of the Requirement Compliance Summary. If you only want to drill down into a specific requirement, you may select that requirement from the dropdown.
- Click the organization name to drill down into the detail of the organization, where with proper permissions you may update or even delete the organization record.
- You may also drill down into the Non-Compliant or the Compliant tiles to get additional information. Then drill down further into an individual's record. There, with proper permissions, you may add notes, change details about the individual, or delete a requirement.
Assignment Status Summary Panel
As with the other categories above, you may drill down into the Assignment Status Summary.
- Drill down into an organization
- Drill into the tiles across the top right.
- Select a specific assignment from the dropdown at the left. This will display all possible assignments entered by your organization. (See image below)
- Export information using the Export button (top/right).
Dropdown options for this organization's Assignments
Missing Requirements Summary Panel
As with the other categories above, you may drill down into the Missing Requirements Summary.
- Drill down into an organization
- Drill into the "Missing" tile at the top right.
- Select a specific requirement from the dropdown at the left. This will display all possible requirements entered by your organization. (See image below)
- Export information using the Export button (top/right).
Dropdown options for this organization's requirements
