Compliance Dashboard 👀
Compliance Dashboard gives a birds eye view of all the recurring tasks as well as shows which clients the tasks are not yet created.
Compliance Dashboard has 2 views, use toggle on top left to select the view.
Comp Compliance Dashboard View
It shows count of tasks on basis of task status. This is the best way to track and monitor the recurring Tasks
Clicking in the task count takes you to Task List, where you can see all the details about those tasks. Users typically use this report to check what is the
Non Comp Non Compliance Dashboard View
It shows count of clients for which tasks are not yet created. This dashboard is mainly used to create tasks in bulk.
Clicking of the client count takes you to Client List, where you can see all the details about those clients. On the client list page, you can select all the clients and in one click create all the tasks.
- Report Filter (only applicable in
- My (Only tasks assigned to you)
- My Team (Tasks which are assigned to )
- Team (only applicable in
- Client - Category / Profit Centre / Cost Centre
Jamku supports 4 periodicity
- Half Yearly
Non Compliance client count
Read this ceveats only if your count of clients does not match exactly in the Non Compliance Dashabord.
The non compliance report (aka count of clients for which task is not created) is depended on 2 data
Now, if you observe carefully, there is no way for the software to connect
Compliance's Dates with
Task's Period and Year. Hence, we have to rely on a clever trick to bind them together. In Jamku, we use
Task's creation date to generate the report. The assumption beding using creation date is that
- When a task is created in ordinary cource of time, user will enter today's date.
- When task is created for a pat period, the creaiton date will also be of historic date.
In fact, to ensure this is followed, we don't allow due date to be before creation date.