What This Report Is Used For
Use the Assignments Dashboard to:
See all assignments across your organization
Track completion and overdue work
Identify trends by site, user, or workflow
Monitor adoption of required programs (e.g., audits, LPAs, JSAs)
This report rolls up assignment data from the Manager Dashboard.
Filtering Assignments
You can filter assignments by:
Site or group
Workflow
Assigned by
Assigned to
Assignment status (Not Started, In Progress, Completed)
Due date or timeframe
All charts and tables update as filters change.
Key Views in the Report
Assignment Table
Shows a detailed list of assignments, including:
Who assigned the work
Who it’s assigned to
Due dates
Current status
Completion by User or Site
Allows you to quickly see:
Who is consistently completing assignments
Where assignments are being missed
Which sites or teams may need follow-up
Assignment Status Distribution
Breaks assignments down by status:
Completed
In Progress
Overdue
This helps highlight backlog or risk areas.
Assignment Timeline
Shows how assignment completion changes over time.
This is one of the most valuable views for:
Identifying sustained improvement
Spotting drops in compliance
Supporting monthly or quarterly reviews
Metrics to Watch
At the top of the report, you’ll see live counters showing:
Total assignments
Assignments completed
Assignments in progress
Overall completion rate
These update automatically based on filters.
Best Practices
Review this report regularly for recurring programs
Focus first on overdue assignments
Compare performance by supervisor or site
Use trends to guide coaching and follow-up
Most organizations aim for 60–80%+ completion.
In Summary
The Assignments Dashboard helps you:
Monitor program execution at scale
Ensure required work is being completed
Identify where additional support is needed
Improve accountability across teams