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Readiness and compliance widgets on your dashboard

Written by Logan Bowlby

Overview

Mobaro offers a family of Dashboard widgets for readiness and compliance management, giving you a real-time view of how much work is handled and which Results still need action. Each widget below now has its own dedicated article — this page is a map to them, plus the two concepts that span all of them: the readiness-versus-compliance-meter distinction, and the time-range filter that controls what each widget counts.

Why this matters: Compliance lives across several widgets, each answering a slightly different question. Knowing which widget shows what — and how the time-range filter changes the numbers — is the difference between a Dashboard you trust and one you second-guess.


Readiness widget vs. compliance meter

Two widgets visualize work progress, and the difference between them is worth understanding before you build a Dashboard.

The readiness widget shows the progress of your handled work as a share of the total work in a period. Handled work includes all Results that:

  • are automatically approved because no compliance tracking applies;

  • are automatically approved because they met their compliance conditions;

  • did not meet compliance conditions but were approved by administrative staff.

The readiness widget does not break down the different states of a Result, and it excludes missing Results unless they have been approved by administrative staff.

The compliance meter visualizes the same work split out by state:

  • Green: handled (matches readiness when settings are aligned)

  • Yellow: requires approval

  • Red: missing Results

  • Orange: overdue

  • Dark grey: available now

  • Light grey: available later

Compliance___readiness.PNG

Note: By default, approved items count as handled work, so a past period's readiness should trend toward 100%. Disabling that setting reveals the original count of automatically approved items, and a second option lets you include all results awaiting approval — useful when you want progress to reflect the actual conduction of Checklists rather than administrative approval.


The time-range filter: Overlaps, Starts, Ends, Starts and Ends

Every readiness and compliance widget supports two time-based filters. The first is the period: today, yesterday, current week, current month, last xx days, specific months, or a custom range. The second controls how a Schedule relates to that period:

  • Overlaps — includes any compliance check whose schedule touches the period, even if it starts before or ends after. Example: with the period set to Last Week, this shows checks scheduled for any part of that week regardless of when they began or finished.

  • Starts — includes checks that begin within the period, regardless of when they finish. Example: Starts + Last Week includes every check starting Monday–Sunday of the previous week, even if it extends beyond.

  • Ends — includes checks that end within the period, regardless of when they started. Example: Ends + Last Week includes checks finishing Monday–Sunday of that week, even if they started earlier.

  • Starts and Ends — includes only checks that both start and end within the period — the strictest setting. Example: Starts and Ends + Last Week shows only checks fully contained within Monday–Sunday.

Combining the two filters gives you very different views of the same data. Alongside them you can use the regular filters: Checklists and Checklist categories, Locations and Location Groups, and Schedules.


The widgets

Each widget below has a dedicated article with full detail on its content, filters, and use.

Best practice: Click into any widget for a drill-down menu with the underlying records. For the full set of widgets available beyond readiness and compliance, see the Dashboard widget catalog.


Frequently asked questions

Q: What's the difference between the readiness widget and the compliance meter?
A: The readiness widget shows one number — handled work as a share of total work. The compliance meter shows the same work broken out by state (handled, requires approval, missing, overdue, available now, available later), so you can see exactly where work is piling up.

Q: Why do two widgets with the same period show different totals?
A: Most likely the time-range setting differs. Overlaps, Starts, Ends, and Starts and Ends each include a different set of Schedules for the same period — check that both widgets use the same one.

Q: Where are the individual widget instructions?
A: Each widget now has its own article, linked in the section above. This page covers only the concepts shared across them.

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