The Overview for read-only roles
Directors, executives and panel coordinators start on Overview: every contractor on every site, what's expiring, and the evidence their role allows.
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Applies to: Core (every organisation) · Director or executive, Panel coordinator, Administrator · Builders and head contractors, Other businesses
Overview is the home page for read-only roles: a Director or executive (an Owner or manager (read-only) in another business) and a Panel coordinator. Nothing on it changes anything; changes are made by your compliance team.
What's on it
- Four figures: your contractors, the percentage Compliant, Expiring or in review and Non-compliant.
- Active sites: each site with its client and state, how many contractors are on it, and how many are cleared and not cleared.
- Expiring in 30 days: the next ten expiries, and All reports.
- Evidence and audit (directors and executives): the evidence pack (12 months) for the whole business and the Audit log. Each download is recorded.
What else you can open
Read-only roles can look at Sites, Bookings, the contractors register, Reports, the calendar feed and Notifications, plus Vetting, Safety, Planning, Chemicals, Assets, Insights, internal audits and the audit log where their role reads them. Any other page takes you back to Overview. If you try to change something, you see: Your role can view only. Ask a company admin if something needs to change.