The Dashboard gives you a quick view of what needs attention across your organization. Use it when you want to know whether people are completing requests, which groups need follow-up, and which documents still need to be published or sent.Documentation Index
Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
Use this file to discover all available pages before exploring further.
Open the dashboard
Click Dashboard in the sidebar. Group Managers do not see the organization-wide dashboard because their access is limited to assigned groups.Compliance score
The Compliance card shows your overall compliance percentage. This is a high-level snapshot of how many assigned documents are complete. The card also highlights groups with lower compliance. Click a group to open that group’s overview and review which people or documents need follow-up.People
The People card groups people by their current status:| Status | What it means |
|---|---|
| Compliant | The person has completed the current required documents. |
| Pending | The person has an open request that has not been completed. |
| Needs Attention | The person has something that needs follow-up, such as an outdated completion, renewal due, or missing request. |
| Not Started | The person has assigned documents but has not received requests yet. |
Documents
The Documents card helps you spot document work that needs attention.- Document compliance shows documents with lower completion rates.
- Finish drafts shows documents or revisions that still need to be published.
- New document lets you create a document from the dashboard.
- Send document request lets you send requests when you already have published documents.
Banners and next steps
You may see helpful banners at the top of the dashboard. For example, ClearPolicy may suggest finishing Planning Center setup or booking an onboarding call. You can dismiss these banners when they are no longer useful.What to do from the dashboard
Use the dashboard as a starting point:- If people are Pending, send reminders.
- If people Need Attention, open the People list or a group page to see what is missing.
- If documents need publishing, finish and publish the draft.
- If one group is behind, open the group and follow up from the group view.