The Overview for read-only roles
Directors, executives and panel coordinators start on Overview: every provider on every site, what's expiring, and the evidence their role allows.
1 min readLast updated
Applies to: Core (every organisation) · Admin · Builders and head contractors, Other businesses
This one isn't for charities and foundations: it's here so you can see how it works elsewhere.
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 providers, the percentage Compliant, Expiring or in review and Non-compliant.
- Active sites: each site with its client and state, how many providers 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 organisation and the Audit log. Each download is recorded.
What else you can open
Read-only roles can look at Sites, Bookings, the providers 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.