Counters Dashboard

The Counters Dashboard displays key statistics for incidents, investigation requests, or investigations within the module. It provides a clear summary from the moment they are opened until they are closed or canceled. Users can quickly track the status using intuitive counters, offering insights into the overall progress and trends within the selected time frame.

Filters are available to customize the view by type (incidents, investigation requests, or investigations) and time period, allowing users to focus on the data most relevant to their needs.

Incidents & Investigations Counter Dashboard

Counter Details

Each counter provides the following information:

1. Record Count: The total number of records associated with the specific status.

2. Percentage: The proportion of records that the count represents, displayed as a percentage.

3. Active Status Indicator: When a status is selected, a blue bar appears beneath the counter, indicating that this is the currently active status being viewed.

Tips To learn more about specific record statuses, click the links below:

• Incident Statuses: Click here
• Investigation Request Statuses: Click here
• Investigation Statuses: Click here

Record Cards

Each displayed record card contains the following information:

1. Record Name: The title of the record (for incidents, this reflects "What Occurred").

2. Record Number: The unique identifier for the record.

3. Revision (Incidents only): The revision number of the incident.

4. Version (Incidents only): The version number of the incident.

5. Record Type: Specifies the type of record, such as Investigation, Investigation Request, or Incident.

6. Owner: Indicates the person responsible for the record (for incidents, this reflects "the notified by")

7. Start Date: The date the current status of the record was initiated in the system.

• The icon is used to view the record. Clicking it redirects you to the record’s detailed view within the system.
• The icon is used to view the approval activities associated with the record. When clicked, the system displays a chronological history of all record-related activities within the workflow.

Search Filter

The counters offer a variety of filtering options to customize the displayed data. These filters adjust the count values based on the selected parameters, allowing for customized views. Records are filtered based on their creation date, and you can refine this process further using the Time Interval (Days, Months, Quarters, or Years) and the Time Range.

Available Filtering Options:

1. Module Section View: Select the specific module section to refine the displayed data.

2. Time Interval: Choose parameters such as Days, Months, Quarters, or Years to group data into manageable intervals.

3. Time Range: Define a specific range of dates to narrow down the records displayed.

4. Filter Window: Open the filter settings to customize and apply advanced filtering criteria.
5. Clear Search Button: Reset all applied filters and restore the default view.

Filter options may vary depending on the dashboard you are viewing, offering flexibility across different visualizations.