About the Dashboard Page

Shows the total number requirements in the Background Checks category along with a breakdown of the number of requirements that fall into each of the following status groups: In Process, Overdue, Hold, Expiring, and Expired. Each status button is clickable. Click the desired button to drill down and view details behind the numbers.

Shows the total of requirements in the Trainings category along with a breakdown of the number of requirements that fall into each of the following status groups: In Process, Overdue, Hold, Expiring, and Expired. Each status button is clickable. Click the desired button to drill down and view details behind the numbers.

Shows the total of number of requirements that do not fit into the Background Checks or Trainings categories along with a breakdown of the number of requirements that fall into each of the following status groups: In Process, Overdue, Hold, Expiring, and Expired.. Each status button is clickable. Click the desired button to drill down and view details behind the numbers.

Each requirement category includes a Total button. This button displays the total number of active requirements being tracked within the category. For example, the button illustrated below shows a total of 67 active requirements are currently being tracked in the Background Checks category:

Clicking the Total button for a category provides details behind the number. Details include the name of each individual with an active requirement within the category, the requirement the individual must fulfill along with its current status, requirement due dates, to name a few. 

Each requirement category breaks down requirements into five status groups for tracking and reporting. As shown below, each group is represented by a button that indicates the type of status (for example, In Progress) and the number of active requirements being tracked in the group. A Total button shows the overall number of requirements that are currently being tracked in the category.

For instructions on monitoring requirements, go to How to Monitor Overdue, Expiring, and Expired Requirements.

  The requirements are associated with assignments at organizations in which the logged-in user has an active user account.

The status buttons are listed and defined below. Click the name of a button to view its description. 

TotalTotal

In ProcessIn Process

OverdueOverdue

HoldHold

ExpiringExpiring

ExpiredExpired

Clicking any of the status buttons enables you to drill down to view these details:

  For any individual in the list, you can click this button to open their profile to view and manage details pertaining to their assignments and requirements: .

• First Name: the first name of the individual with a requirement included in the count.
• Last Name: the last name of the individual with a requirement included in the count.
• Requirement: the name of the requirement included in the count.
• Status: status of the requirement included in the count.
• Completed: the date the individual completed the requirement.
• Due Date (for overdue requirements only): the date the requirement was included in the count.
• Expiration Date: the date the requirement expired.

Select a requirement to view its compliance/non-compliance rates. Alternatively, select All Requirements to view rates of compliance/non-compliance for all requirements.

Exports the requirement compliance statistics currently displayed in the grid to an Excel spreadsheet. You can export summary data and detail data. For example, if you apply the Requirements selector to the grid to view non-compliant and compliant statistics for a specific requirement, clicking  exports the custom view you create by filtering to a .csv file.

Click this button to view the names of individuals in all organizations with requirements in non-compliance. For an explanation of compliance calculations, go to Compliance Calculations. 

Click this button to view the names of individuals in all organizations with requirements in compliance. For an explanation of compliance calculations, go to Compliance Calculations. 

The Organization list shows the names of parish organizations within the diocese and compliance/non-compliance rates for each.

Non-Compliant/Compliant Links

In the Organization list, clicking a compliance/non-compliance percentage link lets you drill down to view names of individuals within the organization that have requirements categorized as compliant or non-compliant. 

For an explanation of non-compliance/compliance calculations, go to Compliance Calculations. 

Sortable Column Headers

You can sort the organizations in the grid by the value in any one the columns. By default, the list is sorted in ascending alphabetic order on the Organization column. To sort on a different column, simply click the desired column header. For example, to sort organizations in the grid in alphabetic order by city, click the City header. 

When you click a header, a sort icon appears next to the header to indicate the order in which the information is sorted:

 Click the column header once to sort the values ascending order. Click the column again to reverse the sort Alternatively, you can click the sort icon to change the sort order.

: ascending order (alphabetically from A to Z; numerically from 1 to 10).

: descending order (alphabetically from Z to A; numerically from 10 to 1).

The rates presented on the Requirement Compliance Summary tile are derived from the following calculations:

• To be included in the overall percentage category, a requirement must meet the following criteria:
  • The status is set to Active.
  • At least one assignment associated with the requirement has a status of Active, In Progress, or Not Started.
• To be included in the Non-Compliant % category, a requirement must meet the overall percentage criteria (see previous item in this list) and at least one of the following:
  • The requirement is overdue, expired, or its status is set to Hold. 
  • The Due Days setting for the requirement is not set or is set to 0 and the requirement's status is set to Not Started, In Process, Pending Applicant, or Review Needed.
• The formula for calculating Compliant % is as follows: 100 - Non Compliant %.

By default, the Position selector is set to show status counts for all positions in all organizations listed in the grid. These are the organizations you have permission to access. To view status counts for a specific position, select the desired position from the dropdown list, as shown in this illustration:   

Exports the assignment status statistics currently displayed in the grid to an Excel spreadsheet. For example, if you apply the Positions selector to the grid to view status numbers for a specific position, clicking  exports the custom view you create by filtering to a .csv file.

The status buttons show the number of assignments in each of three status groups plus a grand total. The buttons have drill-down capability, so you can click one to see the individuals assigned to positions currently set to that status. 

• : shows the total number of assignments whose status is set to Active. In this example, 38 positions have an active status.
• : shows the total number of assignments whose status is set to Not Started or In Progress. In this example, 54 positions have a pending status.
• : shows the number of assignments whose status is set to Terminated, Inactive, Suspended, Retired, or Resigned. In this example, 3 positions have a pending status.
• : shows the total number of assignments in the three status categories: Active, Pending, and Not Active.

The Organization list shows the names of organizations you have permission to access. For each organization, the grid shows the number of positions and the number of positions in each of these status categories: Active, Pending, Not Active.

Organization Name Links

As illustrated below, each organization in the grid is a clickable link. Clicking the link opens the organization's record to show details, such as the type of organization and its address.

Assignment Status Links

As illustrated below, the values in the status columns are clickable links. Clicking the link opens a window where you can view the names of individuals whose position is set to that status. For example, in the illustration below, clicking the 24 in the Active column displays the names of the 24 individuals serving in the selected position a position whose status is set  to Active. 

Sortable Column Headers

You can sort the organizations in the grid by the value in any one the columns. By default, the list is sorted in ascending alphabetic order on the Organization column. To sort on a different column, simply click the desired column header. For example, to sort organizations in the grid in ascending or descending order by active positions, click the Active header. 

When you click a header, a sort icon appears next to the header to indicate the order in which the information is sorted:

 Click the column header once to sort the values ascending order. Click the column again to reverse the sort Alternatively, you can click the sort icon to change the sort order.

: ascending order (alphabetically from A to Z; numerically from 1 to 10).

: descending order (alphabetically from Z to A; numerically from 10 to 1).

By default, the Requirement selector is set to show requirements counts for all requirements in all organizations listed in the grid. These are the organizations you have permission to access. To view counts for a specific requirement, select the desired position from the dropdown list. The grid updates to show information pertaining to the requirement you selected. 

Exports the missing requirements statistics currently displayed in the grid to an Excel spreadsheet. You can export summary data and detail data. For example, if you apply the Requirements selector to the grid to view a specific requirement, clicking  exports the custom view that you created by filtering to a .csv file.

The Missing button  shows you the number of missing requirements across all organizations in the grid. Click the button to view the names of all individuals with active assignments who are missing requirements.

The Organization list shows the names of organizations you have permission to access. For each organization, the grid shows the total number of missing requirements.

Organization Name Links

As illustrated below, each organization in the grid is a clickable link. Clicking the link opens the organization's record to show details, including the type of organization and its address.

Total Links

As illustrated below, for each organization listed in the grid, the number in the Total column is a clickable link. Clicking the link opens a window listing the missing requirements for all active assignments. The window provides additional drill-down features that enable you to access details in the records of individuals, details in position records, and details in requirement records.

The Audit Period filter lets you select the desired date range for calculating your organization's USCCB data. As shown below, the filter includes three preset options: one for the current audit period (the default) and one each for the two periods prior to the current one. An audit period is twelve months, starting on July 1 of the initial year and ending on June 30 of the following year.

The filter also includes a Custom Date Range option. As the name suggests, select this option to create a custom audit period by entering your own start and end dates.

Click  to generate counts in the USCCB requirements categories for which your organization has position data.

You can submit these numbers to the USCCB National Audit Chart C/D. Follow the USCCB instructions for audit submissions.

  Counts are provided only for the position categories in which your organization has reporting data. So, for example, if your organization has no Youth/Children position defined, the results provide no counts for that position category.

For information about how the counts derived, go to How the SEP Calculates Counts for USCCB Chart C/D Requirements Categories.

The Positions table at the bottom of the panel organizes your requirements data in a grid format of rows and columns. Each USCCB position category occupies a single row, and the columns identify the four categories in which the USCCB tracks compliance: 

• Background Checks Completed
• Background Checks Remaining
• Trainings Completed
• Trainings Remaining

Each cell shows the number of individuals in each requirement category. For example, the table below shows that during the selected audit period, three deacons in the organization completed their background check requirement, while one deacon had not yet done so. Four volunteers completed their training requirement while eight had not yet completed theirs.

Does a given number look too high or too low? A quick way to see the details behind a summary count is to click the number. In the above illustration, clicking the 3 in the Deacons > Background Checks Completed cell opens a window showing names of the three deacons who completed their background check requirement during the selected audit period:  

You can use the information in the underlying records to verify the accuracy of your position counts prior to submitting them to the USCCB.

An Export button  in the top-right corner of the detail window lets you export underlying records to an Excel file.