Compliance Dashboard
Learn to use the Dashboard to monitor the status of compliance items across sites.
Written by Jess Hamilton
Updated at January 27th, 2025
Table of Contents
The Dashboard contains a quick view of compliance-related items across all facilities to which you have access.
To locate the Dashboard, click the nine dots to open the global menu and click Dashboard.
Filter Results
By default, the Dashboard shows all data points to which you have access. The search panel at the top of the page contains parameters to filter the results shown on the page, and to configure and save Views.
Tip: The Categories and Items available to you may be configured on the Configure Compliance Dashboard page.
If the panel is closed, click More to open it.
Use the Facility Statuses, State/Provinces, Facility Groups, Facility Contact Types, Facility Contacts, and Date options to set the search parameters.
Manage Views:
Save As: Click this button to save your current configuration as a View. Once named and saved, you will be able to select it from the My View dropdown in the future.
Save: Save changes to an existing View.
Delete: Delete an existing View from the My View dropdown.
To search the selected parameters, click Go.
To collapse the filter panel, click Less.
View the Dashboard
Overview
The items displayed on the Dashboard reflect real-time data points gathered throughout the Titan Cloud platform. Each section contains a list of related items we are monitoring. If the item is present, the number of instances where it was detected will be listed.
Tip: Thresholds for the green, yellow, and red indicators are unique to each module and depend on the status of individual records within that module.
Drill Down
For more information on any item, click the item name.
This will open a grid displaying details for all instances of the selected item. You may use the full Grid functionality to filter and sort results, save views, or export to Excel.
To open any specific instance of the item, click the facility name.
For example, clicking the “AR - Grinders Switch” facility name in the image below will open the Important Dates page for that facility, allowing you to take action on the item.
Some item categories include additional actionable links in the grid, located in a Tools column. This column is typically included to the far right by default, but may be customized to your needs.
For example, items in the ATC Connectivity section will include links to launch the Connectivity Wizard, ATG Terminal Connect, or Poll Now when available.
