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Important - this is a reporting tool and should not to be used for the day-to-day management of the system. This page does not show all tasks and does not prioritise things for you, please use the site inbox for this.
The site snapshot is a useful tool that managers can use to run filtered reports of your site, employee and asset requirements.
How to run a Site Snapshot
How to run a Site Snapshot
Step 1
Step 1
From My Dashboard, click on "Pick workspace" and select the site where you wish to run the report
Tip: The site snapshot can pull data from the sites beneath it in your site hierarchy. Selecting regional / company parent sites will allow you to run this report across the region / company in one go.
Step 2
Step 2
From the site inbox page click the 'Switch to Manage Mode' button
Step 3
Step 3
Select 'Generate snapshot'
Explanation of the Snapshot Overview Page
Explanation of the Snapshot Overview Page
After selecting 'Generate snapshot' on a site, you will be taken to the Snapshot Overview Page, as shown below.
The different parts of this page are highlighted and explained below.
Include sub-sites
Include sub-sites
Toggle this to enable/disable whether the snapshot will pull data up from sites beneath this one
Sites Section
Sites Section
This section shows you different categories of site related requirements/tasks, along with their due counts.
Assets Section
Assets Section
This section shows you different categories of asset related requirements/tasks, along with their due counts.
Employee Section
Employee Section
This section shows you different categories of employee related requirements/tasks, along with their due counts.
Asset Type / Employee Role Filters
Asset Type / Employee Role Filters
You can filter these due counts on this page via selected asset types and/or employee roles using these options.
Explanation of the Snapshot Report Page
Explanation of the Snapshot Report Page
After a selecting a category from the Snapshot Overview, you will be taken to the Snapshot Report page for that category, as shown below. All report pages have the same layout.
The different parts of this page are highlighted and explained below.
Include sub-sites
Include sub-sites
Toggle this to enable/disable whether the report will pull data up from sites beneath this one
Search bar
Search bar
Use the Search bar to search/filter the list of items showing in the report by name
Date Range Filters
Date Range Filters
By default, the snapshot is pre-populated to filter for items that are overdue as of tomorrow, meaning it displays all currently overdue items.
Tip: Clearing this date range using the red Clear Date button will display all possible items in the report - including not due, due, and overdue.
This is very useful for the Employee Training or Elearning reports, as it allows you to generate a list including information like Employee Name, Requirement Name, Date of Last Completion, etc. (effectively OCC's equivalent of a traditional training matrix).
Additional Filtering
Additional Filtering
Choose from a wide range of filtering options to tailor the information to your needs. You can filter by role, requirement type, site, and even by whether an item is archived.
Item List
Item List
See the list of items in the report via this table. The table is paginated, and you can flick through the pages using the page element at the bottom.
CSV Export
CSV Export
If required. You can export all of the items in this report to a csv to then be uploaded and used in external software, such as Google Sheets or Microsoft Excel.
Site Snapshot Video Guide
Site Snapshot Video Guide
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