Insights Policy Management Dashboard

The EPM Default Dashboard allows you to report on data captured by the Policy and Ethics Policy module. You can utilize the data available on the EPM Default Dashboard to view the details of documents within your organization and track current attestation, workflow, and exception data.

The EPM Default Dashboard is divided into the following tabs: Policy Management Insights | Document Insights | Attestation Insights | Workflow Insights | Exceptions Insights. The following sections provide additional details on each tab.

Note:

To access the EPM Default Dashboard, navigate to Reports > Dashboards. Then enable the Insights Dashboard setting. The EPM Default Dashboard is also available by navigating to Policy > Dashboard.

Policy Management Insights Tab

The Policy Management Insights tab provides an overview of metadata for all documents within your organization.



The following metrics are available on the Policy Management Insights tab:

Field
Description
Filter by Document Type

Choose one or more document types to filter the dashboard results.

  • Policy

  • Procedure

  • Standard

How many documents do you have for each organization?

The number of documents within each managing organization.

Hover over each bar in the chart to view the exact number of documents per organization. In addition, you can click each bar to display only data for that particular organization. Click the bar once more to return to the original view.

Who is responsible for approving documents?

The name or system role of the user responsible for approving documents.

Hover over each segment in the chart to view the exact number of documents per approver. In addition, you can click each segment to display only data for that particular document and approver combination. Click the segment once more to return to the original view.

How many documents do you have?

The total number of documents available for policies, procedures, and standards.

Click the document type to display only data for that particular document. Click the document type once more to return to the original view.

What are the default languages of your documents?

The total number of documents configured for various languages.

Click the default language to display only data for that particular language. Click the default language once more to return to the original view.

Who are your document owners?

The name or system role of the user who owns the documents.

Hover over each segment in the chart to view the exact number of documents per owner. In addition, you can click each segment to display only data for that particular document and owner combination. Click the segment once more to return to the original view.

Documents

The list of documents along with their ID, Name, and Last Published Version.

Document Insights Tab

The Document Insights tab provides an overview and current status of all documents within your organization.



The following metrics are available on the Document Insights tab:

Field
Description
Filter by Document Type

Choose one or more document types to filter the dashboard results.

  • Policy

  • Procedure

  • Standard

How many documents are expiring in the next 3 months?

The number of documents in your organization that are set to expire soon.

Hover over each point in the graph to view the number of documents set to expire on a given date. In addition, you can click a point on the graph to display only data for that particular date. Click the point once more to return to the original view.

How many documents expired in the last 3 months?

The number of documents in your organization that have recently expired.

Hover over each point in the graph to view the number of documents that have expired on a given date. In addition, you can click a point on the graph to display only data for that particular date. Click the point once more to return to the original view.

Documents Added to the Library in Last 90 Days

The total number of documents added to the Document Library in the last 90 days.

Documents Removed from the Library in Last 90 Days

The total number of documents removed from the Document Library in the last 90 days.

Documents

The list of documents along with their ID, Name, Document Type, Added to Library, Latest Published Date, and Expiration Date.

Attestation Insights Tab

The Attestation Insights tab provides an overview of your active attestations and their current status.



The following metrics are available on the Attestation Insights tab:

Field
Description
Filter by Document Type

Choose one or more document types to filter the dashboard results.

  • Policy

  • Procedure

  • Standard

Filter by Category

Choose one or more document category types to filter the dashboard results.

Active Attestations

The total number of active attestations.

Attestations Linked to Exceptions

The total number of attestations that are linked to an exception.

How many attestations are linked to each document?

The number of documents with ongoing attestations.

Hover over each bar in the chart to view the exact number of attestations per document. In addition, you can click each bar to display only data for that particular document. Click the bar once more to return to the original view.

How are your attestations progressing?

The current number of attestations in the active, not started, and closed status.

Hover over each bar in the chart to view the exact number of attestations per status. In addition, you can click each bar to display only data for that particular status. Click the bar once more to return to the original view.

How many attestations have passed their deadlines?

The number of attestations in your organization that have passed their deadline.

Hover over each point in the graph to view the number of attestations that have passed their deadlines at a given date. In addition, you can click a point on the graph to display only data for that particular date. Click the point once more to return to the original view.

Attestations

The list of attestations along with their ID, Name, Document, Document Version, Number of Exceptions, and Document Version.

Workflow Insights Tab

The Workflow Insights tab provides an overview of the workflows being utilized by documents within your organization.



The following metrics are available on the Workflow Insights tab:

Field
Description
Filter by Document Type

Choose one or more document types to filter the dashboard results.

  • Policy

  • Procedure

  • Standard

How many documents are using each workflow?

The total number of documents in each workflow.

Hover over each bar in the chart to view the exact number of documents per workflow. In addition, you can click each bar to display only data for that particular workflow. Click the bar once more to return to the original view.

Which documents are waiting for approval?

The total number of documents pending approvals in an approval workflow stage.

Hover over each bar in the chart to view the exact number of approvals per document. In addition, you can click each bar to display only data for that particular document. Click the bar once more to return to the original view.

How are your documents progressing?

The number of documents within each workflow stage.

Click the name of the workflow stage to display only data for that particular stage. Click the workflow stage name to return to the original view.

Which stage approvers have pending document approvals?

The number of pending document approvals per stage approver.

Click the name of the stage approver to display only data for that particular approver. Click the stage approver name to return to the original view.

Documents

The list of documents along with their ID, Name, and Workflow.

Exceptions Insights Tab

The Exceptions Insights tab provides an overview of your document exceptions and their current status.



The following metrics are available on the Exception Insights tab:

Field
Description
Filter by Document Type

Choose one or more document types to filter the dashboard results.

  • Manual - These are exceptions created manually in the Employee Portal or the Exceptions Register that are not linked to a source document.

  • Policy

  • Procedure

  • Standard

How many exceptions are expiring soon?

The number of exceptions in your organization that are set to expire soon.

Hover over each point in the graph to view the number of exceptions set to expire on a given date. In addition, you can click a point on the graph to display only data for that particular date. Click the point once more to return to the original view.

Are your exceptions on track?

The current number of exceptions within each workflow stage.

Hover over each bar in the chart to view the exact number of exceptions per stage. In addition, you can click each bar to display only data for that particular stage. Click the bar once more to return to the original view.

Choose Exception Result

Choose one or more exception results to filter the dashboard results.

  • (Blank) - The result will display as (Blank) for all exceptions in any stage before the final completion stage where an approver approves or rejects the exception.

  • Approved

  • Expired

  • Rejected

Exceptions Requested

The total number of exceptions requested on documents within your organization.

Documents with Exceptions requests

The total number of document with a related exception request.

Which exceptions require an extension?

The number of extensions requested for each exception in your organization.

Click the name of the exception to display only data for that particular approver. Click the exception name to return to the original view.

Exceptions

The list of exceptions along with their ID, Exception, Document Source, and Type.