Our dashboard is green while the site has unresolved work. How do we fix it?

Summary disconnected from evidence

Link status to current delivery and acceptance evidence, including unresolved inspections, defects, and decisions. Make it easy to open the named records behind a summary.

What to do now

  1. Review the status calculation
  2. Identify missing completion conditions
  3. Link indicators to underlying work
  4. Reclassify status using agreed evidence
Recommended action flow for summary disconnected from evidence: Review the status calculation then Identify missing completion conditions then Link indicators to underlying work then Reclassify status using agreed evidence. Escalate when the summary conceals material safety, quality, or contractual exposure.

When to escalate

Escalate when

The summary conceals material safety, quality, or contractual exposure.

Who decides

The metric owner and relevant decision maker

Example

A handover stays at risk while required inspection and client acceptance records remain open.

Mistake to avoid

Changing dashboard colors without correcting the underlying completion rules.

Prevent a repeat

Check data freshness and meaning, and verify that the measure improves decisions rather than encouraging cosmetic progress.

Suggested ApprovedFlow setup

  • Projects
  • Tasks
  • Timesheets
  • Documents

Use the underlying named records and evidence when explaining a metric; validate any dashboard behavior against the current implementation. See the platform

Related cases

Practice references