ComplianceInspector View

Inspector View

Present your compliance status in an inspector-friendly format during regulatory inspections and audits.

Overview

The Inspector View provides a clean, organized view of your compliance status designed to be shown during regulatory inspections. It groups requirements by inspector type and shows compliance status, evidence counts, and last completion dates in a table format.

Access the Inspector View from the compliance dashboard by clicking the three-dot menu and selecting Inspector View, or navigate directly to /compliance/inspector.

Inspector Type Selector

At the top of the page, a row of buttons lets you switch between different inspector types. Each inspector type represents a category of regulatory inspection. Click a button to filter the requirements table to show only the requirements relevant to that inspector type.

The available inspector types are pre-configured based on common dental regulatory inspection categories.

Summary Bar

Below the inspector type selector, a summary card shows:

  • Description of the selected inspector type
  • Requirement counts: Total requirements, compliant count, non-compliant count, and not-tracked count
  • Compliance rate: A large percentage number with color coding:
    • Green (100%) -- Fully compliant
    • Amber (80-99%) -- Mostly compliant with some gaps
    • Red (below 80%) -- Significant compliance gaps
  • Progress bar: A visual representation of the compliance rate

Requirements Table

The main content area is a table listing all requirements for the selected inspector type:

ColumnDescription
RequirementThe requirement name and regulatory code (e.g., regulatory body and code number)
CategoryThe compliance category with an icon badge
StatusA color-coded status badge
Last CompletedThe date of the most recent completion
EvidenceCount of evidence items on file
ActionsLink to the associated SOP (if one exists)

Status Badges

Each requirement displays one of four status badges:

StatusBadgeMeaning
CompliantGreen with checkmarkThe requirement is current -- the latest task instance has been completed on time
Non-CompliantRed with X iconThe requirement has an overdue or failed task instance
Auto-CompliantBlue with lightning boltThe requirement is automatically managed by connected equipment
Not TrackedGray with dashThe requirement exists in the master list but is not being tracked for this office

Using Inspector View During Inspections

Open Inspector View

Navigate to the Inspector View before the inspector arrives. You can bookmark the URL for quick access.

Select the inspector type

Choose the type that matches the inspector visiting your office (e.g., radiation, infection control, general safety).

Review the summary

The compliance rate percentage gives an immediate overview. Review any non-compliant items before the inspection begins.

Walk through requirements

Click any requirement row to view its full details, including completion history and evidence. The inspector can see the regulatory code, last completion date, and evidence count at a glance.

View SOPs

If a Standard Operating Procedure is linked to a requirement, click the SOP button to show the inspector your documented procedures.

Prepare for inspections by reviewing the Inspector View a few days in advance. Address any non-compliant items before the inspector arrives. The compliance rate percentage is a quick way to gauge your readiness.

Click Back to Dashboard in the page header to return to the compliance dashboard.