Location Dashboard Overview Tab

The Location Dashboard Overview tab provides a high-level view of training, staffing, audits, and recognition for selected locations.

From this page, users can:

Open the following reports:
- Cross-Training Dashboard
- Role Certified
- All Training
- Trainer Checks
- Daily Ops Reporting
- Periodic Report
- Action Plan Overview
- Audit Report
- Recognition Report
- Badges Report
Open the Tasks page
Open the Audits Checklist page
Search for users
Add new users

Security

Users must have Location View Permission in their role to access the Locations screen.

Learn more about role-based permissions in R365 Training.

Navigation

Navigation Menu

Select Location from the left navigation menu.
Select Overview.

Location Dashboard Buttons and Fields

	Button/Field	Description
1	Magnifying Glass Button	Opens the User Search screen.
2	Plus Button	Opens the Options menu, containing the following actions: Add New User
3	Location Filter	Opens the Select a Location menu for specifying the displayed locations.
4	Location Dashboard Tabs	Navigates to the associated Location Dashboard screen. Overview - Opens the Location Overview screen. Locations - Opens the Locations screen. Roles - Opens the Location Roles screen. Members - Opens the Location Members screen.
5	Cross-Trained Employees	Displays the percentage of employees qualified for multiple roles. Click to open the Cross-Training Dashboard. This section is only available when Staffing is enabled.
6	Staffing	Displays the percentage of staffing targets filled by employee assignments within the selected location(s). Calculated as (Employees assigned to roles with staffing targets ÷ Total staffing target count for those roles) × 100. This section is only available when Staffing is enabled.
7	Role Certified	Displays the percentage of overall progress for both partially and fully completed certifications within the selected location(s). Includes incomplete count, complete count, and total count. Click to open the Role Certified report. This section is only available when Role Certifications is enabled.
8	All Training	Displays progress on training within the selected location(s), including: Percentage complete Incomplete count Complete count Total count. Click to open the All Training report.
9	Trainer Checks	Displays total progress on trainer checks for the selected location(s), including percentage complete, due count, complete count, and total count. Click to open the Trainer Checks report.
10	Trainer Tasks	Displays total progress on trainer tasks within the selected location(s), including percentage complete, due count, complete count, and total count. Click to open the Trainer Tasks screen.
11	Daily Ops	Displays the percentage of the daily checklists for the current day that are completed for the selected location(s). Click to open the Daily Ops Reporting screen.
12	Periodic	Displays the total percentage of completed periodic checklists out of all periodic checklists for the selected location(s). Click to open the Periodic Report.
13	Tasks	Displays the number of remaining (incomplete) tasks for the selected location(s) and indicates the number of overdue tasks with a yellow circle. Click to open the Tasks page.
14	Audits Due	Displays the number of audits due for the selected location(s). Click to open the Audits Checklist page.
15	Action Plans	Displays the number of incomplete audit action plans for the selected location(s). Click to open the Action Plan Overview screen.
16	Average Score	Displays the average audit score for the selected location(s). Click to open the Audit report.
17	Recognition	Displays recognition activity at the selected location(s), including monthly and total counts. Click to open the Recognition report. This section is only available when Recognition is enabled.
18	Badges	Displays badges earned at the selected location(s), with count and type. Click a badge to open its Badge Report. This section is only available when Badges is enabled.