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Forms: The Dashboard — Statuses, Views and What's Due

How the dashboard ranks your compliance work: form statuses, the four view modes, live countdowns and completing forms on the spot.

Written by Support Superfood

The dashboard is the first screen in Forms & Registers, and it has one job: show you what needs doing, in order. A manager should be able to read their compliance position in a couple of seconds.


Form statuses

Every active form carries a status computed from its frequency and its last submission:

  • Overdue (red) — the due date has passed. These always sort first.

  • Due today (amber) — due before the day ends.

  • Due soon (blue) — coming up in the next few days, with a "Tomorrow" or "In 3d" countdown.

  • Completed (green) — done for this cycle; the row shows when it's next due.

  • On demand — no schedule; complete it whenever the situation calls for it.

Hourly forms show a live countdown to their next slot, ticking by the second.


The stats band

  • Across the top: Overdue, Due today and Due soon counts, what's been completed in the last 7 days, your total forms, and an On track percentage (completed scheduled forms over all scheduled forms).

  • When nothing is overdue or due today, the band collapses to a single green "All forms current" confirmation.

  • Below it, an Upcoming and action required strip shows the most urgent forms as tappable chips — one tap opens the form.


Four ways to view the work

  • Table (default) — compact rows with ID, category, frequency, status, last done and next due.

  • Timeline — Overdue / Today / Tomorrow / Later lanes, good for planning the day.

  • List — larger cards with more context per form.

  • Board — a kanban grouped by status.

Search and the category filter apply in every view.


Completing a form

  • Press Complete on any row (or an urgent chip) to open the form. Required fields are validated inline before anything submits.

  • On submit you get a confirmation with a submission number — a real receipt you can quote later.

  • The dashboard refreshes immediately: the form flips to Completed and the next due date starts counting.

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