Your Workspace Dashboard

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Before you start

• You are logged in to Programme Insights (see guide 00).
• You have at least Viewer permissions on the workspace.

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Steps

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Opening the dashboard

1. Click Dashboard in the sidebar, or navigate to the root URL after login. The dashboard is the default landing page.

[screenshot: 01-dashboard.png]

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Reading the KPI tiles

2. At the top of the dashboard you will see four KPI tiles summarising your portfolio:

   Tile	What it shows
   Total Assessments	Count of all assessments in the workspace (draft, running, and completed).
   Running Now	Assessments whose agentic pipeline is currently in progress.
   Awaiting Review	Assessments with findings that have not yet been accepted or challenged by a reviewer.
   Open Actions	Total remediation actions that are not yet marked complete across all assessments.

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Monitoring running assessments

3. Below the KPI tiles, the Running Assessments panel lists every assessment currently being processed. Each row shows:
   • Assessment name and framework
   • Pipeline stage (e.g. Ingestion, Indexing, Criterion Matching, Scoring)
   • Progress bar with percentage complete
   • Estimated time remaining
4. Click any running assessment row to jump into its live progress view (see guide 05).

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Checking upcoming deadlines

5. The Upcoming Deadlines panel shows assessments with a target completion date within the next 14 days. Deadlines are set when creating or editing an assessment.

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Starting a new assessment

6. Click the New Assessment button (top-right of the dashboard or in the running assessments panel) to launch the creation wizard. See guide 04 for the full walkthrough.

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What happens next

• Create a new assessment: Creating a New Assessment
• Connect documents to an assessment: Connecting & Managing Documents
• Understand what happens when an assessment runs: Running & Monitoring Assessments

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Common questions

Q: Do KPI numbers update in real time? Yes. The dashboard polls for updates while you have the page open. Running assessment progress refreshes automatically. Q: Can I customise which KPIs are shown? Not currently. The four tiles are fixed. Future releases may add configurable widgets. Q: I see “Awaiting Review” but I am not a reviewer — can I still see the findings? Yes, if you have Viewer or higher permissions. You can read findings but only Reviewers and Admins can accept or challenge them.