30 Jan 2025
Liam Cameron
Customer Innovation Manager

Keeping track of compliance across your fleet, position groups, and assets doesn’t have to be complicated. With the latest upgrade to the Forms dashboard, you can instantly see who or what is compliant—and who isn’t—making it easier than ever to stay on top of drills and requirements.

We’re thrilled to announce a major update to our Forms dashboard in Compliance Pro, making it easier than ever to track drills and recurring forms. Here’s a quick overview of the Forms dashboard to help you get started.

 

Key Features

 

Filters

The dashboard’s filters let you focus on the data that matters most:

  • Positions: Narrow down data by specific roles.

  • Forms: See which forms have been completed by crew members. (Note: Only forms with values in fields marked “Generate Personnel Record” are counted.)

  • Assets: Filter by specific assets to see their compliance status.

  • Last X Days: Choose a time frame (15, 30, 45, 60, or 90 days) to review recent activity.

Crew vs Assets Toggle

Use the Crew vs Assets toggle to quickly switch the visuals between completions by crew or completions by asset.

Crew Visuals – see how many crew members have completed drills

  • Crew Completion %: A quick bar chart shows the percentage of crew who’ve completed drills.

  • Crew Breakdown: A detailed list highlights who’s compliant and who needs to catch up.

Asset Visuals – check which assets are up-to-date with their requirements

  • Asset Completion %: A bar chart displays the percentage of assets that have met compliance standards.

  • Asset Breakdown: A list shows which assets are compliant and which ones aren’t.

How to use the dashboard

  1. Use the filters to focus on specific positions, forms, assets, or time frames.
  2. Toggle between Crew and Assets to see the relevant visuals.
  3. For Crew View:
    • Check the Crew Completion % chart for overall progress.

    • Use the Crew Breakdown list to see individual compliance statuses.

  4. For Asset View:
    • Review the Asset Completion % chart for a quick overview.

    • Dive into the Asset Breakdown list for detailed compliance statuses.

For a more in-depth article on how to use the Forms dashboard, visit Helm U.

Why This Matters

This upgrade makes it effortless to identify gaps in compliance across your fleet or crew. Whether you’re managing a handful of assets or a large team, you can instantly see who or what needs attention—saving you time and ensuring nothing falls through the cracks.

Get Started Today

If you’re already a Compliance Pro customer, this update is ready for you to use! If you’re not, now’s the perfect time to take your compliance management to the next level. Reach out to your account manager to get started. We’re here to help you streamline compliance and keep your operations running smoothly.

With this upgraded dashboard, staying compliant has never been easier. Let’s make compliance simple, efficient, and stress-free!

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