Dashboard
The Dashboard is the first page you see. It shows your Records Score, what needs attention today, what is due over the next 90 days and quick ways to log something new.
Common actions
- 1
Read your score: The Records Score is at the top, from 0 to 100, with a label: Excellent, Good, Developing or Needs Improvement. The bars show each area, weakest first, and "This week's focus" says what to do next.
- 2
Check the four tiles: "Overdue items" counts overdue inspections, documents and DBS records. "Open incidents", "Pending maintenance" and "Expiring training" count what they say. Press a tile to open that page.
- 3
See what is coming up: "Upcoming actions" lists inspections, maintenance, documents and training due in the next 90 days, and anything overdue. Use the filters at the top of the list, and press an item to open it.
- 4
Log something new: Under "Quick actions", press "Log incident", "Start inspection", "Add document" or "Log maintenance".
- 5
Approve documents: If you are a document approver, documents waiting for you are listed at the top of the right-hand column.
- 6
Mark an area not applicable (admins): Press "Mark a module not applicable", choose the area and give a reason. It stops counting towards your score. Press "Revoke" to count it again.
💡 Tip
Start with the weakest bar. A few completed inspections or renewed training records can lift your score in a single session.