Dashboard

The Dashboard is the first screen you see after logging in. It provides a real-time overview of your quality system’s health, your personal work queue, and upcoming deadlines — as a grid of widgets tailored to your role, not a fixed layout everyone sees the same way.

Take the guided tour (new workspaces)

The first time you land on the dashboard, a Welcome to InnoQualis onboarding panel appears above the widget grid with a short set of guided tours:

• Getting Started — a quick orientation to navigation and creating your first document.
• Key Features — an overview of training, CAPA, and deviations.
• Admin Best Practices — for tenant Admins: confirming your standards and inviting your team.

Select Start Tour on a card (or a Quick Start button) to step through it. Your progress is saved as you go.

When you finish the Getting Started tour, or select Skip for now in the panel header, the panel is dismissed and does not appear again on future visits. You can always revisit any topic in the Help drawer.

Choose a window

Most widgets are scoped by one page-level Window control at the top of the dashboard: Overdue, Next 7 days, Next 30 days (the default), or All. Selecting a window updates every windowed widget at once, so “this week” means the same thing everywhere on the page.

Your widgets depend on your role

The dashboard does not show every widget to every person — it composes a set based on what you can act on:

Role	Widgets
Admin	Needs you, Overdue by module, Risk, Open quality work, What’s due next, Compliance scorecard, My work
QA_Team	Needs you, My work, Overdue by module, Risk, What’s due next, Open quality work, Compliance scorecard
User	My work, What’s due next, My training
Auditor	Your access, Evidence, What’s due next

The AI Compliance Officer widget is separate from this grid and appears for anyone holding compliance-read access (Admins and QA see it by default), regardless of role.

Review the AI Compliance Officer widget

The AI Compliance Officer widget summarizes what the officer has found for your tenant. It is available on every plan (users need compliance read permission — Admins and QA see it by default; if your role lacks it, the widget is hidden):

1. On the dashboard, locate the AI Compliance Officer widget.
2. Review the summary counts: Impacts pending review, Updates tracked, and Resolved this month. When licensed standards are verified for your tenant, a footnote shows how many.
3. Select Open in the widget header to open Regulatory Checks for the full findings.

If no licensed standards are verified yet, the widget notes that the findings shown come from publicly available regulations only (FDA 21 CFR, EU MDR, ICH guidance). To let the AI Compliance Officer also verify against the ISO/IEC standards your organization is licensed for — which, per ISO licensing rules, requires confirming the versions you own — select Confirm your standards to register them under Admin → Standards Licences (a tenant-Admin task).

Act on “My work” and “Needs you”

Admins, QA_Team, and Users see a My work widget; Admins and QA_Team also see a Needs you widget. Both list only items that involve you personally — never another user’s items — grouped by how soon they’re due (Overdue, This week, Later):

• My work — training, deviations, CAPA actions, and document change requests assigned to you.
• Needs you — documents, deviations, and CAPAs waiting on your approval or signature.

1. On the dashboard, locate My work or Needs you.
2. Select a row to open that item’s detail page.
3. Select View all to open the Work Inbox for the full list beyond what fits on the dashboard.

Check your compliance scorecard

Admins and QA_Team see a Compliance scorecard widget:

1. On the dashboard, locate the Compliance scorecard widget.
2. Review the overall compliance score (0–100) and its status label (Healthy, Needs attention, or Action required).
3. Below the score, review the breakdown bar for each of five components:

Component	What it measures
CAPA Effectiveness	How effectively CAPAs are resolving issues
Deviation SLA	Whether deviations are handled within SLA targets
Training Completion	Percentage of training assignments completed on time
Document Currency	Whether documents are current and reviews are up to date
No Overdue Items	Penalty score based on overdue items across the system

Each bar is color-coded: green (85%+), yellow (70–84%), or red (below 70%). Admins and QA_Team on a plan with Analytics also get a View all link into the full Analytics dashboard.

Identify risk with the Risk widget

Admins and QA_Team see a Risk widget:

1. On the dashboard, locate the Risk widget.
2. Review open deviations and CAPAs, broken down by severity: Low, Medium, High, and Critical.
3. Select a non-zero cell to open the matching register.

Review overdue work

Admins and QA_Team see an Overdue by module widget:

1. On the dashboard, locate the Overdue by module widget.
2. Review the count for each module: Deviations, CAPA, Training, and Document reviews. A footer line names the oldest overdue deviation or CAPA and how many days overdue it is.
3. Select a row to open that module’s register, or View all to open the Work Inbox filtered to overdue items.

When nothing is overdue, the widget shows “Nothing is overdue.”

Check “Open quality work”

Admins and QA_Team see an Open quality work widget summarizing Open deviations and Pending CAPA counts, each linking straight to its register (Deviations or CAPA).

Check upcoming deadlines

Admins, QA_Team, Users, and Auditors all see a What’s due next widget:

1. On the dashboard, locate the What’s due next widget.
2. Review deviations, CAPAs, and document reviews due within the selected Window, in order of soonest first. An item due today or already overdue is shown with its date in red.
3. Select an item to open its detail page.
4. Select View Calendar to open the full calendar view.

My training

Users see a My training widget with your own overdue and outstanding training counts and your completion rate — never the tenant-wide total. Select the widget to open Training.

Your access and Evidence (Auditor)

Auditors get a read-only landing rather than a work queue, since they own no queue:

• Your access lists the modules you can currently read.
• Evidence links straight to the registers auditors use most: Audit register, Effective documents, Signature register, and Training records — each shown only if you hold read access to it.

Refresh dashboard data

1. In the dashboard header, select Refresh.

The button shows a loading indicator while every widget’s data is re-fetched. The label next to it — “Just now”, or “Updated Xm/h/d ago” — shows how long ago the data was last loaded, and resets to “Just now” once Refresh finishes.

Upload a document from the dashboard

If you hold document-create permission, the dashboard header also shows + New document. Selecting it takes you to the document upload page without leaving the dashboard context.

Tip

Use the dashboard as your starting point each day. Needs you and Overdue by module highlight your most urgent work — address overdue items first.

Note

Dashboard data is loaded from the server each time you visit or refresh. If data appears stale, select Refresh. The compliance scorecard and risk widget require sufficient data in the system to display meaningful values.

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Practical example: a QA Manager’s morning routine

A QA Manager logs in at 8:30 AM and uses the dashboard to prioritize the day:

1. Check Overdue by module. It shows 3: one overdue deviation (5 days old), one overdue CAPA action, and one overdue training assignment.
2. Review the compliance scorecard. The overall score is 78% (Needs attention). The Deviation SLA bar is red at 62%, signaling that deviations are not being closed within target timelines.
3. Scan the Risk widget. Two items sit in the Critical cell. She selects it and finds both are deviations linked to a raw material supplier issue reported last week.
4. Address overdue items. She opens the oldest overdue deviation from Overdue by module, reviews the investigation notes, and adds a comment requesting an update from the assigned investigator by end of day.
5. Process Needs you. Three documents await her signature. She opens each, reviews the content, and signs by entering the one-time code emailed to her. The signature meaning is recorded automatically for GMP compliance — there is no meaning to select from a dropdown.
6. Check What’s due next. It shows a CAPA effectiveness review due tomorrow. She selects it and schedules a meeting with the CAPA owner.
7. Refresh. After completing her actions, she selects Refresh and confirms the “Just now” label — and the Overdue by module count dropping.

By spending 15 minutes on the dashboard each morning, she ensures nothing critical is missed and the team stays within SLA targets.