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Location Overview Widget

Learn how to configure and use the Location Overview widget for managing checklist and assignment readiness efficiently.

Written by Logan Bowlby

Overview

The Location Overview widget shows the readiness status of every location in your organization as color-coded tiles, summarizing Checklists, Assignments, and readiness metrics in one view.

Why this matters: It lets teams confirm operational readiness and clear critical items before opening or during operations, all from a single tile-based view.


Configuration and filters

Open the Layout Settings icon (the presentation icon) and the Readiness Configuration menu to control what each tile shows:

  • Fixed Box Width: keep tile sizes consistent across all locations.

  • Hide Assignment Information: hide the Assignments section for a cleaner view.

  • Hide Checklist Information: exclude Checklists details to focus on readiness metrics.

  • Hide Locations Ready for Operation: show only locations that still need attention.

  • Order Locations By: sort tiles by name or readiness status.

  • Mark Approved Items as Handled: update readiness automatically when items are approved.

  • Mark Results Awaiting Approval as Handled: update readiness for pending approvals.

Reading the widget

Each tile represents one location and combines its metrics with a readiness color:

  • Checklists: the number of due checklists and their completion status.

  • Assignments: the number of pending assignments with their deadlines and priorities.

  • Readiness status:

    • Green (ready): all checklists and assignments are completed.

    • Amber (attention needed): some items are pending validation.

    • Red (critical): overdue or incomplete items need immediate action.

  • Click a tile to open the location's detail view, with a Checklists tab for due checklists, assets, and deadlines, and an Assignments tab for active assignments and deadlines.

Best practice: Review the widget at the start of each day and filter to red or amber locations so pending items are handled proactively.


Frequently asked questions

Q: Can I filter by location group or type?
A: Yes. Apply filters for specific Location Groups or types to narrow your view.

Q: How do I reset the readiness status for a location?
A: Mark all items as handled or reassign pending tasks, and readiness updates automatically.

Q: What if a location isn't appearing on the overview?
A: Make sure the location has active Checklists or Assignments within the selected filters.

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