Answer
Use the Assignments Dashboard to review workflow assignments across the organization, including both one-time assignments and recurring assignments created through schedules.
This report helps you:
see assignment volume across sites and teams
track completion, in-progress work, and overdue work
identify where required work is being missed
monitor adoption of programs such as audits, LPAs, JSAs, and other assigned workflows
The Assignments Dashboard rolls up assignment data from ANVL Insights and is best for broader oversight across sites, supervisors, teams, or programs.
Steps
Open the ANVL Power BI reports.
Open the Assignments Dashboard.
Apply filters as needed, such as:
Group / site
Workflow
Assigned By
Assigned To
Assignment Status
Due Date or timeframe
Review the summary metrics at the top of the report.
These typically include:Total Assignments
Assignments Completed
Assignments In Progress
Overall Completion Rate
Review the Assignment Table.
Use this view to see assignment-level details such as:who assigned the work
who the work is assigned to
due dates
current status
Review Completion by User or Site.
Use this to identify:which users are consistently completing assigned work
which sites are performing well
where assignments are being missed
which teams may need follow-up
Review the Assignment Status Distribution.
Use this to see how assignments are split across statuses such as:Completed
In Progress
Overdue
This helps you identify backlog, missed work, or emerging compliance risk.
Review the Assignment Timeline.
Use this view to:track assignment completion over time
identify sustained improvement
spot drops in completion or compliance
support monthly or quarterly program review
Use the report to answer questions such as:
Are required assignments being completed?
Which sites are falling behind?
Are overdue assignments increasing?
Which supervisors or teams may need support?
Is program adoption improving over time?
Focus first on overdue assignments and lower-performing sites or teams.
Compare results by site, supervisor, or workflow to identify patterns.
Use the trends to guide follow-up, coaching, and accountability conversations.
This report is especially useful for regular review of recurring programs and required work across the organization.