The Overview dashboard, Resource Pools view gives you an overview of the following:

• Personnel Compliance data
• Upcoming expirations and expired tickets
• Total number of personnel per classifications and positions
• Number of personnel in your resource pool

In the Overview dashboard, click Resource Pools. 

This dashboard provides an overview of the number of Personnel in each Resource Pool. 

Click Compliance to show the compliance data of the Resource Pools and Skills Matrices.  Compliance data is extracted from the requirements set in the Skills Matrices. 

This dashboard shows each of the Resource Pool's compliance percentage based on its assigned Skills Matrices. 

Resource Pools

Skills Matrices

This dashboard provides an overview of the demographic breakdown of your personnel by Gender, Classification, and Positions from the Resource Pools and Skills Matrices.

Select the following filters: 

• Compliant displays the list and counts of the verified certificates of Personnel.
• Expiring <30 displays the list and count of the certificates that are about to expire.
• Expired displays the list and counts of certificates that have expired. 

Note: Your personnel will receive an automated email reminding them of expiring certificates. 

• Missing displays the list and counts of missing requirements based on the Skills Matrices.

• Sort set this dashboard view in either Alphabetical or Numerical order. 

  Alphabetical sorts the results based on the certificate name. Numerical sorts results based on highest number to lowest. 

The dashboard on the right will modulate and display the Personnel names, Suppliers, Compliance, Classifications, and Positions in alignment with what has been selected.

• Personnel displays the name of personnel from your Resource pools and Shared pools.
• Supplier shows the list of suppliers. Apply a filter to view a specific supplier.
• Compliance displays the compliance % for each personnel. For personnel with multiple positions assigned, it's the average across all assigned roles.
• Classifications displays the personnel classifications added to the personnel profiles.
• Positions displays the assigned positions from the Skills Matrix for the personnel to complete.

To view the personnel details, click on the Personnel name to open the sidebar profile. Click X to close the Personnel's sidebar profile. 

Click the Download Cloud Icon to export the Personnel dashboard list. 

You can access two types of reports from the Compliance dashboard: a formatted Excel file and a CSV file, reflecting the filters you've applied. These reports will be delivered via email. Select the format that best suits your requirements.

Formatted export includes conditional formatting to indicate compliance status.

Requirement Groups:

• Compliance status is rolled up to the group level, instead of showing status for individual certificates within the group. Compliance status for Mandatory Requirement Groups is represented as a binary Compliant (green) or Non-Compliant (red), therefore a Requirement Group will not show as 'Expiring' or 'Missing'.
• Compliance status for Desired Requirement Groups is represented as a binary Compliant (green) or Non-Compliant (yellow). It is noted as Desired in the export.

Mandatory certificate requirements:

• Green: compliant
• Red: missing, expired, pending upload, or rejected
• Orange: pending verification
• Yellow: expiring soon (30 days) or no expiry date (meaning the worker has this certificate but there is no expiry date set)

Desired certificate requirements:

• Green: compliant
• Yellow: any non-compliant statuses or expiring soon (30 days)

Expiry dates are shown directly in the document and account for custom validity periods. 

CSV export isn’t colour-coded and includes additional information like tags, notes, and other metadata, which might be useful depending on what you're looking for.

Updated 12 May 2025 07:42