Operations Dashboards and Views | Real-Time Business Visibility
Access the operational information you need, when you need it, through role-based dashboards, which provide real-time visibility across your organisation. OpsPal’s multi-view system gives everyone—from frontline staff to senior leadership—the right information for their roles, enabling faster decisions, better accountability, and improved operational performance. See how The University of Stirling benefitted from OpsPal
Leadership visibility: Organisation and site dashboards
Senior leadership and operations managers need oversight of performance across the entire organisation without drowning in operational detail. OpsPal provides helicopter views showing where attention is needed most.
Organisation Overview
See your entire operation at a glance — all sites, all teams, all activity. This multi-site dashboard shows login activity, risk assessment status (in-date, review soon, overdue), task completion across the estate, and site-by-site activity breakdowns. Identify which locations need support before problems escalate. Store organization-wide documents (insurance, certifications, and service contracts) in a central repository accessible to authorised personnel.
Multi-site operators — leisure trusts, retail chains, facility management companies, hospitality groups — use this view for strategic oversight. Compare performance between locations, identify best practice sites, and spot underperforming facilities requiring intervention. Focus management attention where it delivers greatest impact rather than treating all sites equally regardless of actual need.
Site Overview
Drill down to individual site performance with real-time operational detail. Please review today’s task completion, team activity status, outstanding issues needing attention, and risk assessment compliance. Live visibility means managers respond proactively to emerging issues rather than discovering problems hours or days later.
Site managers access pinned information for their location — frequently used documents, site-specific procedures, and emergency contacts. No laborious searching through shared drives or email attachments. The information needed for daily operations is instantly accessible.
Traffic light indicators (red-amber-green) provide visual clarity. Green shows compliance and completion. Amber highlights items requiring attention soon. Red demands immediate action. This visual system enables rapid prioritisation during busy operational periods when managers lack time for detailed analysis.
Operational coordination: Team, task and problem management
Frontline operations require coordination across teams, clear task allocation and systematic problem resolution. OpsPal provides the views ensuring operational consistency and accountability.
Team View
Create teams reflecting your operational structure — reception teams, facilities teams, coaching teams, kitchen teams, retail teams. Allocate risk assessments, procedures, policies and training required for each role. Digital team induction ensures every new member receives consistent onboarding regardless of which manager supervises them.
See team membership at a glance. Add or remove staff as roles change. View all tasks assigned to each team, clarifying duties and responsibilities. This structure supports consistent service delivery even when team composition changes through staff turnover, shift patterns or seasonal variations.
Task App
Staff see exactly what jobs require completion on any given shift. Opening checks, closing procedures, equipment testing, cleaning schedules, preventative maintenance, compliance inspections — all visible through intuitive task tiles.
Task status uses visual indicators: grey (not yet due), green (available to start), amber (started), red (overdue or missed). Managers focus attention where it’s needed without checking every task manually. Missed task reports identify patterns showing why tasks aren’t completed, enabling corrective action addressing root causes rather than blaming individuals.
Filter tasks by type, team, group or user. Generate activity reports for performance reviews, audit evidence or operational analysis. Convert one-off tasks into regular schedules with a single click, capturing institutional knowledge as it develops.
Problem Manager
Bring all operational issues into one visual dashboard. Problems requiring immediate action, problems being worked on, problems on hold — see status at a glance. Each tile links directly to detail, making it simple to navigate to specifics and take action.
Red-amber-green rating helps prioritise responses. The objective is all tiles showing green. When tiles show amber or red, focus attention where problems exist. Nothing gets lost or forgotten even during busy periods when multiple issues compete for attention.
Track problems from identification through investigation to resolution. Complete audit trails show how issues are managed, supporting continuous improvement, incident learning and liability protection.
Individual accountability: User view and personal dashboards
Every OpsPal user has a personalised dashboard showing their specific responsibilities, outstanding tasks and training requirements. This individual accountability drives engagement and ensures nothing falls through gaps.
User View and To-Do Lists
When staff log in, they see a personalised summary of their activity — tasks completed in the last seven days, risk assessments and procedures they’ve acknowledged, training course progress and certification status. A dynamic to-do list guides users through outstanding activities in priority order.
New starters receive structured digital induction. Mandatory reading (policies, procedures, risk assessments) appears in their to-do list. Track progress through induction, ready for management check-ins. This systematic approach ensures consistent onboarding quality regardless of which manager supervises new employees.
Training reminders appear 90 days before qualifications expire. Users see which certificates need renewal, download current certificates, and track CPD completion. Managers access user profiles supporting one-to-one sessions and performance reviews — complete activity history, training completion, task performance and problem resolution involvement.
Staff assigned corrective actions (from risk assessments or problem investigations) see these tasks in their to-do lists. Clear accountability ensures follow-up actions aren’t forgotten when attention moves to subsequent priorities.
Email Overview and Notifications
OpsPal minimises email overload whilst ensuring critical information reaches relevant people. Weekly summary emails show managers where to focus attention based on last 7 or 30 days’ activity. Monday morning to-do reminders keep staff aware of outstanding tasks without nagging daily.
Immediate notifications alert people assigned urgent corrective actions or problem resolution tasks. This targeted communication ensures time-sensitive issues receive prompt attention without bombarding everyone with irrelevant information.
Compliance and documentation: Apps and audit trails
Systematic compliance management requires organised documentation, accessible procedures and comprehensive audit trails. OpsPal’s app-based structure provides this foundation.
Risk Assessments
All risk information lives in one place — workplace risk assessments, COSHH assessments, activity-specific evaluations and risk action plans. See risk assessment status (current, review due, overdue) across the organisation. Track which staff have read and understood each assessment, identifying compliance gaps.
Individual user profiles show reading status per risk assessment. Chase specific people who haven’t acknowledged important updates rather than sending blanket reminders to everyone. Risk action plans assign corrective actions to named individuals with deadlines and progress tracking.
Activity logs filter by date, risk assessment type, action type and user, creating targeted reports for audits, investigations or performance analysis.
Procedures and Policies
Every organisational document — policies, standards, work instructions, operational procedures — accessible through searchable procedure library. Sort by title, category, review date or owner. One-click editing enables rapid updates before allocating to teams and individuals.
Track procedure acknowledgement across teams and sites. Percentage breakdowns show reading compliance by department. Individual user reports identify who has read, who needs to read, and who doesn’t require specific procedures. This granular visibility supports compliance evidence and ensures critical information reaches relevant people.
Training Matrix
Collate all staff training records across all courses into one accessible area. See training completion progress per course. Identify which staff still require training before they can perform specific roles or operate certain equipment.
Generate live training matrices by team, course or location. Include or exclude different teams for comprehensive or focused views. Export training compliance evidence for auditors, inspectors or certification assessors. Link training records directly to user profiles, ensuring qualification data influences task allocation and role deployment.
Complete Audit Trail
Every action in OpsPal is logged by date, time and user. Changes to documents show in different colours (red for deletions, green for additions), making revision tracking simple. Filter logs to collate individual user activity supporting performance reviews, incident investigations or capability assessments.
Problem resolution history captures complete journey from identification through investigation to corrective action verification. Generate this evidence instantly for legal defence, insurance claims or regulatory investigations rather than reconstructing events from memory or fragmented records.
This systematic logging demonstrates operational competence to auditors, inspectors, certification assessors and legal representatives. Organisations face increasing accountability — comprehensive audit trails provide the evidence demonstrating due diligence, systematic management and continuous improvement.
