The Assessments / Inspections Dashboard provides a snapshot view of the status of any recurring assessments/inspections as required. Whether looking at a specific set of properties or accross the portfolio, the dashboard makes it possible to easily identify reports that are past due.
Configuring the Assessments / Inspections Dashboard
Configure the assessments/inspections that you would like to include in the dashboard. Typically those that are required on a recurring basis so you can stay on top of which properties are due.
From the Administration >> Environmental >> Environmental Reports
Select the Environmental Report Type you would like to include and click the configuration menu >> Other Options
From the options menu, select “Show on Recent Assessments Dashboard” and the frequency of the assessment/inspection.
Assessments/Inspections Dashboard
All configured reports will appear in the dashboard.
Based on the report frequency configured, the dashboard will show properties not assessed within that frequency, as shown by the grey portion of the donut chart.
Example: If a Phase I ESA is required every 1 year, the dashboard looks back 365 days from today’s date to count any property who does not have that assessment/inspection added.
NOTE: to ensure an accurate count, all reports need to contain a report date in the report details:
Clicking Properties Not Assessed link will open the list of properties missing that assessment.
Click the property to access the Environmental Reports page for that property.