Dashboard Admin Guide

Overview

The Office Dashboard (/dashboard) provides company-wide visibility into all safety operations. This guide covers every dashboard feature.

1. Accessing the Dashboard

1. Navigate to your Safety Square URL + /dashboard
2. Log in with your credentials
3. Requires supervisor/manager/admin role

2. Dashboard Home

Central command view showing:

Real-Time Metrics

• Active Projects count
• Active Squares count
• Crew Checked In count
• Incidents Today count

Updates automatically via real-time listeners.

Quick Actions

• View all projects
• View live feed
• Send broadcast
• Export reports

3. Projects List

Complete inventory of all company projects:

Information Displayed

• Project name
• Client/site
• Status (Draft/Approved/Active/Completed)
• Active squares count
• Status indicators

Filtering

• By status
• By site
• By date range
• Search by name

4. Project Detail View

Deep dive into single project:

Metrics

• Active squares
• Total crew
• Job steps count
• Incidents

Active Squares List

• Location (Unit/Area)
• Task description
• Lead contact
• Crew count
• Status
• Last update

Mother JSA Preview

• Emergency info
• Site hazards
• Safety rules

Change Log

• All job steps added
• Condition changes
• Incidents
• Timestamped history

5. Live Feed

Real-time event stream from ALL sites:

Event Types

• Job steps added
• Condition changes logged
• Incidents reported
• Work paused/resumed
• Crew checked in
• Shifts signed off

Color Coding

• Green (Info) - Routine events
• Yellow (Warning) - Attention needed
• Red (Critical) - Immediate attention

Filtering

• By project
• By event type
• By severity
• By time range

6. Guardian Insights Panel

Natural language AI queries:

How to Use

1. Type a question in plain English
2. Guardian analyzes your safety data
3. Returns insights and patterns

Example Questions

• "Which projects have confined space work?"
• "Show me incidents from last week"
• "What hazards are most common across projects?"
• "Which crews haven't completed briefings today?"

Powered by Gemini 2.0 Flash AI with access to your company's safety data.

7. Incident Log

Centralized incident dashboard:

View Options

• All incidents (company-wide)
• By project
• By type
• By severity
• By date range

Incident Details

• Type and severity
• Description
• Photo (if captured)
• Reporter
• Timestamp
• Project/session context

8. Historical Data

Access to past data:

Completed Sessions

• Sessions by date range
• Archived projects
• Historical metrics

Audit Trail

• Full event history
• Immutable records
• Export capability

Trend Analysis

• Incident trends over time
• Briefing completion trends
• Compliance metrics

9. Export Panel

Generate Excel reports:

Report Types

• Daily Report - Single day activity
• Weekly Summary - Week-at-a-glance
• Incident Log - All incidents with details
• Crew Hours - Crew activity by project
• Compliance Report - Briefing completions, re-briefing
• Custom - Select date range and data types

Format

• Excel (.xlsx) via ExcelJS
• PDF available for some reports
• Formatted for printing

10. Broadcast Panel

Send messages to field crews:

Targeting

• All Projects - Company-wide
• Specific Project - Single project
• Specific Square - Single session

Message Types

STOP WORK Details

• Full screen takeover on tablet
• Audio alarm
• Cannot be dismissed without acknowledgment
• Use for emergencies only

11. User Management (Admin Only)

For system administrators:

User Actions

• View all users
• Assign users to companies
• Set user roles
• Reset passwords

Role Levels

• Worker - Field access only
• Supervisor - Dashboard view
• Manager - Full dashboard + admin
• Admin - All access + user management