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Track progress with project dashboards

See activity, inspections and issues across the project, and drill into any record.

Before you start

  • A project with inspection data

Steps

Step 1: Open the dashboard

Open your project and click Display Project Dashboard.

Step 1: Open the dashboard

Step 2: Check overall activity

The Activity tab shows today's count, the total count and user activity over time.

Step 2: Check overall activity

The numbered boxes show the order to work in.

Step 3: Follow the inspections

Click Inspection Management to see what is assigned, recently inspected, overdue and coming up.

Step 3: Follow the inspections

The numbered boxes show the order to work in.

Step 4: See the records in a table

Click Table (top right) to list every record behind the charts.

Step 4: See the records in a table

Step 5: Open a record

Click a row to see its full details in the Instance Detail panel.

Step 5: Open a record

Step 6: Review issues

Click Issue Management to see reported, assigned, on hold, resolved and closed issues, with KPIs and charts.

Step 6: Review issues

The numbered boxes show the order to work in.

Step 7: Look at the evidence

Open an issue in the table to see the field user's answers and photo.

Step 7: Look at the evidence

Step 8: Send an issue back to the field

Tick the issue, click Assign to User and choose who should fix it. It appears on their mobile app.

Step 8: Send an issue back to the field

The numbered boxes show the order to work in.

Need help?

Contact the Soarvo support team, or book a demo at soarvo.com.

www.soarvo.com