Monitor the program in the dashboard

Sign in to the dashboard and you land on Home. Home is a set of cards, and you can change which cards appear with Edit dashboard.

Four of them are especially useful.

Between those four you can see what came in, what stands out, and what's waiting on someone. That's a status check, and it takes about a minute.

Select Assessments in the sidebar. This is every assessment your role can see, which on a running program is a lot to look through.

To watch one part of the organisation, add filters. Choose Add Filter, pick the field, and pick the values — one site, say.

The chip above the list shows the filter is active, and the list updates as it's applied. Remove the chip and its filter goes; add it back and the list narrows again.

If a set of filters is worth building once, it's worth keeping. Saving it as a view means you won't need to rebuild it each time you come back.

When filters are active, a Save button appears in the app bar. Select it, name the view for what it watches — this site — and save.

The saved view becomes a destination in the sidebar, below Risk controls. Anyone opening it gets these filters applied to the current data: the view stores the scope, and the results stay live. Think of it as a standing question rather than a snapshot.

You can also add a saved view to Home as a card, so it's there as soon as you sign in.

A saved view stores a view mode as well: assessments, or stats. Open the view-mode control above the list and choose stats.

The charts describe exactly the records your filters selected — this site, not the whole organisation. It's worth keeping in mind, because a chart without its filter chips in view can look like a statement about the whole company.

• Risk score over time appears when the scope has more than one point in time.
• Risk score spread by work task shows how the scores are distributed within each task.
• Assessments risk grade distribution shows the mix as a table and a pie.

Any chart downloads as a PNG for a report.

Monitoring leads you back to records.

Switch back to the assessments mode and open the records that need a closer look — the new high-risk capture, or the assessment behind the control that is overdue.

The charts are there to point you to the records that need a decision, so it's worth clicking through.

How often you check, and who follows up, is up to your organisation. Etiscope gives you the same saved view every time you look, and an overdue list that keeps itself up to date.