Compliance Dashboard
Monitor your compliance status, view risk summaries, and complete tasks from the prioritized task timeline.
Overview
The Compliance Dashboard is the central hub for managing your practice's compliance. It provides an at-a-glance view of your compliance posture with risk summary cards, a prioritized task timeline, and quick access to task completion.
The dashboard appears automatically after you complete the setup wizard and requirement review process.
Page Header
The dashboard header shows:
- Title: "Compliance"
- Tracking summary: The number of requirements tracked out of the total applicable to your state, along with your office state and practice type
- Action buttons:
- Requirements -- View the full requirements list
- History -- Navigate to the compliance history page
- Ask AI -- Open the AI assistant panel for compliance questions
- Add Task -- Manually add a custom compliance task
- More menu (three-dot icon):
- Inspector View -- Open the inspector-friendly view
- Reconfigure... -- Reset and restart the compliance setup (destructive action)
Risk Summary Cards
The risk summary section displays three cards in a row when there are overdue tasks:
| Card | Description |
|---|---|
| At Risk | Number of overdue task instances, broken down by compliance category (e.g., "3 Sterilization, 1 Radiation"). Pulsing red dot indicator. |
| On Track | Number of requirements that are current and not overdue. |
| Auto-Managed | Number of tasks automatically tracked by connected equipment. |
When there are no overdue tasks, the three cards are replaced with a single compressed success banner showing the total on-track count and how many are auto-managed.
Prioritized Task Timeline
The main body of the dashboard is the task timeline, which organizes tasks into priority sections:
Overdue
Tasks that have passed their due date without being completed. These appear at the top with the highest visual priority.
Due Today
Tasks due on the current date.
This Week
Upcoming tasks due within the current week.
Next Week
Tasks due in the following week.
Later
Tasks due further in the future. This section initially shows a collapsed preview (5 items) with a button to expand and view all.
Awaiting Results
Tasks that have been submitted (e.g., mail-in spore test sent) but are waiting for results to come back.
Each task row in the timeline displays:
- Task title and category badge
- Due date
- Assigned staff member (with an assignment dropdown to change)
- A completion button to open the task completion modal
For per-equipment tasks (e.g., the same requirement applied to multiple autoclaves), rows are grouped together. You can complete all units at once using the group completion button.
First-Visit Banner
When you first access the dashboard after setup, a blue info banner appears:
"Your compliance plan is ready! You have X tasks across Y categories. Click any task to assign staff, adjust schedules, and start tracking."
This banner can be dismissed by clicking the close button.
Completing Tasks from the Dashboard
Click the completion button on any task row to open the Task Completion Modal. The modal displays the appropriate completion form based on the task's primitive type (heartbeat, inspector, meter, clock, certificate, or auto).
Reconfiguring Compliance
If you need to start over (e.g., your practice moved to a new state or changed practice type), use the Reconfigure... option from the more menu. This is a destructive action that:
- Permanently deletes all compliance tasks
- Removes all completion history and uploaded evidence
- Removes your compliance setup configuration
- Requires you to go through the full setup wizard again
To confirm, you must type "RESET" and your full name as acknowledgment.
Reconfiguring compliance is permanent and cannot be undone. Consider editing individual tasks directly from the dashboard instead, unless your practice fundamentals have changed (new state, different practice type).
Last updated Mar 13, 2026
Built with Documentation.AI