QA Dashboard

Welcome to the QA Dashboard. Use this system to review compliance tracking, inspect task-level details, export filtered results, and send email notifications to employees or team leads.

Open Compliance Report Read User Guide
Main Features
Quick overview of the key capabilities available in the dashboard.
1
Daily Compliance Report
Review daily tracked time against expected capacity by employee and team within a selected date range.
Open report
2
Task Details
Expand any report row to inspect related task records, completed work, iteration path, and parent story details.
Review task details
3
Export to Excel
Download the currently filtered compliance results for offline review, sharing, auditing, or reporting.
Export from report page
4
Send Mail
Send individual reminders to employees or collective summaries to team leads based on the selected compliance rows.
Send mails from report
Quick Links
Use these shortcuts to move directly to the most important areas.
Compliance Report Filter and Review Data Export Excel Send Compliance Mail
User Guide
Simple documentation to help users understand the system features and how to use them.

This dashboard is designed to help users monitor daily work tracking and compliance. It allows you to:
  • View daily compliance records by date, team, and employee.
  • Review tracked time against expected capacity.
  • Inspect task-level details for each daily row.
  • Export filtered results to Excel.
  • Send email notifications based on selected report rows.

  1. Select the required From Date and To Date.
  2. Optionally narrow the result using Team Name and Person Name.
  3. Click Filter to load the report.
  4. Review tracked hours, capacity, variance, utilization, and status.
  5. Click Tasks on any row to see task-level details.

Compliant NonCompliance Vacation Over Capacity Weekend
  • Compliant: tracked effort is aligned with expected daily capacity.
  • NonCompliance: tracked effort is below the expected required effort.
  • Vacation: employee was marked on vacation for that day.
  • Over Capacity: tracked effort is above expected daily capacity.
  • Weekend: weekend record shown for visibility and review.

Use the Export Excel button from the compliance page to download the current filtered result set. The generated file reflects the same selected date range and filter criteria shown on the screen.

The Send Mail feature is used from the compliance report page.
  • Individual Mail: sends a separate email to each selected employee.
  • Collective Mail: sends grouped information to the responsible team lead.
  • All rows are selected by default, and users can manually uncheck rows before sending.
  • A common note can be added to all emails.
  • Additional row-specific notes can also be added before sending.

  • Use smaller date ranges for faster review and easier validation.
  • Filter by team before using collective mail when possible.
  • Review task details before sending reminders for non-compliance.
  • Use Excel export for audits, offline review, or management sharing.
  • Check status and variance together for a better understanding of each row.
At a Glance
Quick guidance for new users.

For Daily Review

  • Open the Compliance Report.
  • Select date range.
  • Filter by team or employee if needed.
  • Review status and tracked effort.

For Follow-Up Actions

  • Expand task details for the selected row.
  • Export results if needed.
  • Use Send Mail to notify employees or team leads.
  • Add a common note before sending.