Skip to main content

About the Overview dashboard

See all activities in your facility in one place and filter them by owner, type and status.

Written by Angad Singh

The Overview dashboard is the central place to see and navigate all the activities in your facility.

It is the first option in the Daily Standard Work (DSW) menu, and it opens when you go to DSW from the home page.

Daily Standard Work menu with Overview, Schedule Calendar, Kanban Board, My Templates, Schedule Dashboard and DSW Reports

This is what a typical Overview dashboard looks like:

Daily Standard Work Overview page with activity tabs, activity type filters, status tabs and the activities table

Parts of the Overview dashboard

The Overview dashboard has three main parts:

  1. Activities Bar

  2. Activities Type Bar

  3. Status Window

Activities Bar

In the top left, this bar lets you choose which activities to see:

  • My Activities

  • My Team's Activities

  • Facility Activities (requires permission)

  • Asset Activities

When you choose a category, the Status Window updates to show its activities.

Daily Standard Work Overview activities bar with My Activities, My Team's Activities, Facility Activities and Asset Activities

Activities Type Bar

After choosing the category, use this bar to choose the type of activity to see. Choose All or a particular type: Assessment / Skills Matrix, Audit, Inspection, Kaizen, Other, Quiz, SOP or Survey.

Each button shows the number of activities of that type. The Status Window updates to match.

Use Filters on the right to narrow the list further, and the refresh icon to reload it.

The activity types match the template types available in Lean Creator.

Status Window

This is the main window where activities are displayed. It has four tabs: In Progress, Upcoming, Overdue and Submitted, each showing its count.

It updates with the choices you make in the Activities Bar and Activities Type Bar.

Activities are listed in a table with these columns:

  • Type

  • Activity Type

  • Title

  • Assignee

  • Start Date & Time

  • End Date & Time

  • Action

Use the pager at the bottom to move between pages.

From the Status Window you can Start an activity, or view the report of an activity in the Submitted section.

Monthly Chart

The current Overview page does not show a monthly breakdown chart; the activities table uses the full width of the page.

Calendar View

The Overview page does not include a calendar. To see activities month by month, open Schedule Calendar from the Daily Standard Work menu.

In Schedule Calendar you can switch between Month, Week and Day views.

Good to know

  • Activities assigned to a role or an asset appear alongside individual assignments. A role assignment is marked complete for everyone once one member completes it.

  • Overdue items show in red.

  • If a view doesn't display correctly, refresh the page.


Related articles

Did this answer your question?