Dashboard

The dashboard summarizes current process demand and task pressure. Use it to decide where to investigate, coordinate ownership, and act before due work becomes overdue.

Read the measures together

Process totals show volume and outcomes. Open and overdue task counts show immediate work pressure. Due-soon work helps a team act before it becomes overdue. Active-process age and the bottleneck state show where cases are waiting.

A high open count can be normal for a busy design. A rising age, overdue count, or concentration in one state is stronger evidence that an assignment, rule, handoff, or external dependency needs attention.

Turn a signal into action

1. Identify the affected design or state.
2. Filter the process list to it.
3. Inspect the oldest or highest-priority examples.
4. Determine whether the cause is ownership, missing information, an external outcome, or a design gap.
5. Track the result before changing the design.

Use the dashboard for active work. Use Variation analysis for completed-case timing.

Understand The Time Windows

Dashboard measures describe the data available for their displayed period and filters. Compare values only when the same scope is selected. A design with a few high-value cases can behave very differently from a high-volume transactional design, so narrow the view before assigning a common cause.

Active-process age measures how long open cases have been running. State workload shows where they are now. Due-soon and overdue measures describe configured task dates. These signals overlap, but they answer different questions: an old process may have no overdue task, and a recently started process may already contain urgent work.

Use A Consistent Review Routine

1. Check overdue and high-priority work for immediate service risk.
2. Review due-soon tasks and confirm ownership before deadlines pass.
3. Inspect the oldest active cases and the states with the largest workload.
4. Open representative processes to read assignments, evidence, and history.
5. Record or assign a concrete follow-up outside the dashboard when intervention is needed.

The dashboard helps select cases for investigation. It does not establish why a case is delayed. Verify the process record before reassigning work or changing a design.

Interpret Changes Carefully

A rising active count can reflect higher demand, slower completion, or both. A shrinking count can reflect successful completion, cancellation, or reduced intake. Look at starts, terminal outcomes, task pressure, and state distribution together.

For process improvement, compare the dashboard’s current workload with completed-case distributions in Variation Analysis. After a design or staffing change, allow enough cases to complete before treating a short-term movement as a sustained improvement.