A Guide to Your Site App Pro Dashboard

As an admin or manager, the Dashboard is your high-level overview of all safety activity across your sites. It's the first page you see when you log in to the Admin Console and provides a real-time snapshot of what's happening.

We recommend checking the Dashboard frequently to stay updated on new form completions, incidents, and hazards.


Note: If you are using a smaller screen (like a laptop), the Activity Stream may appear underneath the charts instead of on the side.


Filter & Customise Your Dashboard


You can easily modify your Dashboard to show only the data that is relevant to you by filtering by Date or by Site.


Understanding Your Dashboard Widgets


The Dashboard is made up of several "widgets" or "buckets" that provide specific insights.


Activity Stream


This is a real-time log of all events as they happen on your sites.

  • Orange Pause Icon: Shows a form has been started, or saved as a draft without all required questions answered.
  • Grey Tick: Shows the time a form was fully completed (all required questions answered).
  • Green Tick: Shows when a new User, Team Member, or Resource was added.
  • Blue Note: Shows when a Blue Note or Exception was added to a form.
  • Corrective Action Icon: Shows when a Corrective Action was attached to a form.

You can click on any item in the Activity Stream to view the completed form it relates to.


Customising Dashboard Buckets


Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact support@siteapppro.com to learn more.

You can personalise your Dashboard "Buckets" (the main statistic boxes) to monitor the forms that are most critical to your business.


Step 1: Update the Bucket Name

  1. From the Admin Console, click on My Business on the side menu.
  2. Click on the Settings tab.
  3. Scroll down to the 'Dashboard Statistics / Bucket Labels' section.
  4. Update the bucket name to suit your requirements (e.g., "JSA Completions").
  5. Click SAVE.

Step 2: Link the Bucket to a Form

  1. Go to the Forms tab on the side menu.
  2. Click the pencil icon to edit the settings of the form you want to track.
  3. Click on the 'Form Statistic Group' dropdown.
  4. Choose the newly updated bucket name.
  5. Click SAVE.

Now, when that form is filled out, your new Dashboard Bucket will be automatically updated.

Note: The 'Staff' Dashboard bucket is linked to your Team & Users page and cannot be changed.


User Engagement Summary


This widget shows a snapshot of your team's engagement and activity for the current month.

  • Score Average: The average Engagement score across all users this month.
  • Score (best): The highest current Engagement score for this month.
  • Active Users: The number of users who have logged in this month.
  • Check-ins / Check-outs: The total number of check-ins and check-outs this month.
  • Completed Forms: The total number of completed forms this month.
  • Hazard Acknowledgments: The number of Hazards that have been acknowledged on site this month.

Note: This report will update at the start of each month. It always shows insights for 'this month', and changing the date range on the dashboard will not update this view.


Certificate & Equipment Summary


Get a snapshot of expired certificates and overdue maintenance.

  1. First, set up your Maintenance expiry dates or RUC expiry on your Equipment.
  2. Add Certificates & Permits to your account, or attach them to a User, Supplier, Site, or piece of Equipment.

Once set up, this widget will monitor the due dates. It displays the next 3 months of due dates, and the date will show in red when it has expired.


Dashboard Charts


These charts help you visualise data and uncover patterns. They are perfect for screenshotting to share with your team or add to reports.

  • Completed Forms by Site: Breaks down the number of forms completed per site. This is a great snapshot of what's happening across all your projects.
  • Completed Forms by Staff Member: Shows who your most engaged users are. This can be great for building engagement by praising your most active users.
  • Completed Forms by Type: Shows what types of forms are being completed the most.

Hazard Board Summary


This widget shows the 10 most recently added Hazards to your account. By clicking on a particular Hazard, you can quickly access that Site's Hazard Board to edit it.

This view will show you:

  • Risk Impact Score
  • Hazard Description
  • Site Name
  • Status

Corrective Actions


You can create, view, and edit corrective actions from both the mobile app and the Admin Console. These actions allow you to assign tasks or actions to members of your team.


Site Map


Feature Alert: The Site Map is only available for the Professional Plan & up. Head over to your Billing Portal to upgrade your plan.

This Dashboard widget allows you to see the location of your current Sites, review Site information/check-ins, and even preview Street View images in advance.


Advanced Feature: Mobile on Web


Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact support@siteapppro.com to learn more.

This function helps users complete detailed forms (like Incident Reports, SWMS, or JSAs) from the comfort of a laptop or desktop. It allows you to access both the Admin Console and the Mobile App simultaneously on the same device.

To use this:

  1. Log in to the Admin Console.
  2. Click on the Mobile Icon in the header.
  3. The Mobile on Web view will open in a separate tab.
  4. You can now navigate the mobile app from your browser. Go to the To-Do List or the Ad Hoc Forms (orange plus button) to complete forms.
  5. To modify a previously saved form, simply go to the Menu and click on the "Saved Forms" tab.

Still need help? Contact Us Contact Us