User GuideVersion 1.0 · Screens captured July 2026

Compliance Dashboard
every deadline that can bite you, on one screen

How to read your site's compliance status at a glance, track training and respirator fit tests, and stay ahead of every review and corrective action before it lapses.

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Short answer

ShieldSphere's Compliance Dashboard is the single screen for everything with a deadline. It rolls up status from policies, SDS, ZeroState and corrective actions into six cards that colour when something needs attention, and it is the home for two records that live nowhere else: employee training and respirator fit tests, each tracked to its expiry.

1What the Compliance Dashboard does

The Compliance Dashboard is the single pane of glass for everything in ShieldSphere that has a deadline - the screen you check on Monday morning to know where you stand.

It does two things. First, it rolls up the compliance status from across the other modules - policies, SDS, ZeroState, corrective actions - into six status cards, each green when all is current and coloured when something needs attention. Second, it is the home for two records that do not live anywhere else: employee training and respirator fit tests.

Roll-up, not a second copy

The Policy Reviews, ZeroState and SDS cards mirror what lives in those modules - closing an item there updates the card here. Training and Fit Test records, by contrast, are created and managed on this dashboard.

2The six compliance cards

Click Compliance in the sidebar. Six cards run across the top, each showing a headline status and a count. Click any card to drop its detail into the panel below.

Compliance Dashboard with six status cards and a policy reviews detail panel — **Compliance Dashboard.** Green reads **All current**; an amber or red count means something is expiring or overdue. The card you select opens its list below.

Card	What it tracks
Policy Reviews	Written programs due for their periodic review (from the Policies module).
Training	Employee safety training and certifications, with expiration.
Fit Test Tracking	Respirator fit tests per OSHA 1910.134(f).
Corrective Actions	Every open corrective action across all modules, with overdue and due-soon counts.
ZeroState	Lockout/tagout procedures and their periodic inspections.
SDS Reviews	Safety Data Sheet reviews for the chemical inventory.

3Training records

Certifications expire. This is where you see which ones, and whose, before they do.

Click the Training card. The panel shows totals - current, expiring soon, expired - then every training record: the employee, the course, its type, when it was completed, and when it expires.

Training records with employee, course, type, completion and expiry columns and status totals — **Training records.** HazCom, lockout/tagout, respiratory protection, first aid, forklift - each with an expiry date. Search by employee or training, or filter by status to see just what is lapsing.

Add and update records here as your team completes training. Because the card colour reflects these dates, keeping the records current is what keeps the dashboard honest.

4Fit test tracking

Anyone in a respirator needs a fit test on record, renewed annually. ShieldSphere tracks the clock.

Click Fit Test Tracking. The records follow OSHA 29 CFR 1910.134(f): the employee, the respirator make and model, the test date and next-due date, the method (QLFT or QNFT), the result, and a status that flips to Due soon and then Expired as the year runs out.

Fit test records with respirator, test date, next due, method, result and status — **Fit test records.** Click **Add Record** after each fit test. A **Failed** result is its own status - a worker who failed a fit test should not be in that respirator until it is resolved.

5Corrective actions across all modules

Corrective actions are raised all over ShieldSphere. This card is the one place you see every one of them together.

Corrective actions across all modules grouped into overdue and due-in-30-days — **Corrective actions, everywhere.** Actions from incidents, inspections and hazard scans, grouped into **Overdue** and **Due in 30 days**, each showing its source module and priority.

Work the Overdue group first - these are the ones already past their date - then the Due in 30 days group to stay ahead. Clicking any action takes you to it in its home module, where you assign, work and close it.

6Policy and SDS reviews

The Policy Reviews, ZeroState and SDS Reviews cards are windows into those modules' schedules. Policy Reviews lists written programs coming due for their periodic review; ZeroState shows lockout procedures and their annual inspections; SDS Reviews tracks the chemical inventory's review dates.

Close it at the source

You can mark a policy review complete right from this dashboard, but the record lives in the Policies module. When a card and its module ever seem to disagree, the module is the source of truth.

7Troubleshooting

Symptom	Cause and fix
A card is red but I fixed the item	Confirm you closed it in its home module. The card mirrors the module - it updates when the source does.
A training shows expired	The completion date plus the course's validity has passed. Record the renewal to make it current.
A fit test is due soon	The annual renewal is within 30 days. Schedule the fit test and add the new record when done.
The dashboard is for the wrong site	Check the current profile in the sidebar - compliance is shown per site.
An overdue corrective action will not clear	Open it from the card and close it in its module - the count follows the action's real status.

Try Compliance Dashboard in ShieldSphere

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Screens captured from the live application in July 2026 using a demonstration site - your screens will show your own data. Because ShieldSphere ships changes regularly, check the version above against the current release before circulating this guide widely. Questions? Contact support.