# Compliance dashboard and requirements

## Review the correct lab

Open **Compliance Dashboard** under a lab in the sidebar, or select a lab in the home page's **Compliance Summary for** control and use **View Dashboard**. The dashboard heading identifies the lab.

![Compliance dashboard with authorizations, training, equipment, and inspection summaries](assets/screenshots/compliance.jpg)

## Read dashboard sections

| Section | What to inspect | Useful next action |
| --- | --- | --- |
| Authorizations & Licenses | IBC authorization submission and renewal information; radioactive material license issue and renewal information | Use the relevant **(view/update)** link to inspect the source record |
| Member Summary | People, designations, and job activities grouped into Biological, Animals, Chemical, Radiological, Physical, Vehicles, and General tabs | Check the person's applicable activities before investigating requirements |
| Training Summary | Members audited, total training requirements, members delinquent, number of delinquencies, and compliance score | Read the Delinquency Report |
| Delinquency Report | Person, course, completion, and expiration | Open the person or course to investigate |
| Equipment Summary | Asset identity, location, and audit expiration | Open **View** or the serial number |
| Hazard Summary | Lab hazards organized by category and last PI certification date | Review the appropriate lab registration or contact the PI |
| Inspection Summary | Recent inspections, findings, ratings, status, and finding frequency | Open the inspection or full history |
| Self Inspection Summary | Recent self inspections and finding frequency | Open the full self inspection history |

The captured dashboard reports 15 members audited, 89 training requirements, 5 delinquent members, and a 94.38% training compliance score. These are examples of the displayed metrics, not current targets or a guarantee that all aspects of the lab are compliant.

## Investigate overdue training

1. Read the **Delinquency Report**.
2. Identify the person and course.
3. Open the source record and compare completion and expiration dates.
4. Use the [Course Directory](training.md) to find the relevant learning or classroom option.
5. After completion is recorded, re-open the source record and dashboard to confirm the status changed.

In the captured report, **never** appears in the completion column for some delinquent courses and **N/A** appears in the expiration column. Interpret each value in its column context.

## Review the Requirement Summary

Open **Requirements** in the upper lab navigation. This provides a separate list containing **Requirement Name**, **Requirement Type**, **Applies To**, **Required For**, and **Next Required**.

![Lab Requirement Summary and filters](assets/screenshots/requirements.jpg)

Filters include **Applies To**, **Requirement Name**, **Requirement Type**, **Required For**, and **Next Required Between**. The **Include "Never Completed"** checkbox lets you include requirements that do not have a completion date when using date-oriented filtering.

The inspected list includes both inspection and equipment requirements. For equipment, the **Required For** value identifies the particular asset. For inspections, it identifies the lab. Use that distinction to route follow-up correctly.

## Dates, missing values, and conflicts

- **Never Completed** means the requirement list has no completion recorded for that requirement.
- **N/A** or **--** should not be interpreted as approval. Inspect the underlying record if the meaning matters.
- Dashboard inspection summaries use a displayed **last 18 months** window. Older inspection history can exist even when the recent summary is empty.
- A captured radioactive license date differed by one day between the compliance dashboard and Rad Summary. Compare source records and ask compliance staff to resolve discrepancies; do not infer which date governs.

The dashboard summarizes recorded application data. Authorization decisions and edits were not performed for this guide.

Related: [Inspections](inspections.md), [Equipment](equipment.md), [Biological safety](biological-safety.md), [Radiological management](radiological-management.md).