Monitor View Template Descriptions

When you create a new Filter View, the first screen will allow you to either build a new View from scratch or choose from our list of Pre-Built Templates. These Templates are as follows:

Forms - Last 30 Days

View Type: Documents
Filters: Date - Last 30 Days
Customize Layout Options: None

Certifications

View Type: Certifications
Filters: None
Customize Layout Options: None

Note: If you miss the archived Certification Report Page, this template will replicate it in your Monitor!

Follow-Up Report

View Type: Documents
Filters: Date - Next 30 Days, Completion Status - Pending, Document Type - Follow-Up
Customize Layout Options: None

Note: If you miss the archived Follow-Up Report page, this template will replicate it in your Monitor!

PDF Attachments

PDF Attachments are a SiteDocs Pro feature. For more information about upgrading your SiteDocs Package, click here!
View Type: Attachments
Filters: None
Customize Layout Options: None

Inbox

View Type: Documents
Filters: Date - Last 30 Days
Customize Layout Options: Layout - Inbox

Note: If you miss the archived Safety Inbox page, this template will replicate it in your Monitor!

Forms and Signatures Charts

View Type: Documents
Filters: Date - Last 30 Days
Customize Layout Options: Layout - Chart (Bar), Group By - Day

Note: If you miss the archived Forms and Signatures Charts report, this template will replicate it in your Monitor!

Usage Report

View Type: Documents
Filters: Date - Last 30 Days
Customize Layout Options: Layout - Chart (Line), Group By - Day

Note: If you miss the archived Usage Report page, this template will replicate it in your Monitor!

Overdue Scheduled Items

View Type: Documents
Filters: Date - Last 30 Days, Completion Status - Overdue
Customize Layout Options: None

Upcoming Scheduled Items

View Type: Documents
Filters: Date - Next 30 Days, Completion Status - Scheduled
Customize Layout Options: None

Missed Scheduled Items

View Type: Documents
Filters: Date - Last 30 Days, Completion Status - Missed
Customize Layout Options: None

All Scheduled Items

View Type: Documents
Filters: Date - This Month, Completion Status - Scheduled, Missed, Overdue
Customize Layout Options: None