1. SurgeONE.ai Dashboard

Unified Dashboard delivers a centralized interface that consolidates compliance data, task statuses and user-specific actions across core modules. Designed to eliminate data silos and enhance operational clarity, it empowers users to identify modular items, monitor progress and act decisively.

Let us assume that you have already set up your organization. You get redirected to the Dashboard after your firm / organization details are provided. You can also click on the left panel menu option labeled as Dashboard.

Alternatively, whenever you login to the SurgeONE Platform, you will view this Dashboard, as this is the default application landing page (unless changed from the Settings > Customize Menu page).

Fig: 1 - Dashboard menu option on left panel bar

Here is the view of the Dashboard. The dashboard integrates critical modules – Attestation, Audit, Code of Ethics, Forms, Onboarding, Certification and Vendor Management – into one unified view. Each module displays its completion status, allowing users to instantly gauge progress.

Benefit: It offers data visualization with real-time analytics and facilitates better decision making with the ready visibility of core modules.

Fig: 2 - View of the Unified Dashboard

2. Understanding the Dashboard elements

Overview

The Dashboard consists of multiple sections, offering a structured view for monitoring progress and taking timely actions.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 3 - Understanding the various elements of the Unified Dashboard

1. 1

   Top bar

   Displays module-wise cards.
2. 2

   Middle bar

   Displays key pointers related to active modules.
3. 3

   Modules Status Overview and Recent Activity sections

   Provides serrated donut charts and recent activities for selected modules.
4. 4

   Needs Attention section

   Lists items that need user attention.

2.1. Top bar

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Overview

Displaying module summary cards as a carousel provides users with an immediate, high-level snapshot of compliance progress across all modules. This design eliminates the need to navigate multiple pages, enabling quick recognition of critical states. By surfacing the most relevant metrics upfront, users can prioritize actions, monitor trends and make informed decisions faster, improving efficiency and reducing the risk of overlooked responsibilities.

It displays module summary cards as a carousel, with top-two key statuses (e.g., Approved, In Progress, Pending Review, etc.) and respective counts of items of both these within each card.

Fig: 4 - View of the Unified Dashboard top bar

1. Top bar cards

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The top bar provides a quick snapshot of key statuses for each module in a scrollable view, helping users instantly identify progress and focus areas without navigating deeper into the system. The following modular cards are displayed:

Sl. No.	Card Header Label
1	Form
2	On Boarding
3	Vendor
4	Attestation
5	Audit
6	Certification
7	Code Of Ethics

An info icon is present on each card after the card header label. Hover your mouse pointer to reveal the associated tooltip.

Fig: 5 - Card tooltip reveal on mouse hover

2. Cards carousel

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You can click on the arrow icons at the left and right side of the bar to move in the appropriate direction and view items which are not visible by default, but are components of the bar.

Fig: 6 - Using the arrows to view the entire top bar section

Here is an animated view of the above-mentioned movement.

Fig: 7 - Demo of the movement

2.2. Middle bar

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Overview

Showing quick progress indicators as a carousel gives users an instant, high-level view of compliance performance across core modules without navigating multiple screens. This visual summary enhances decision-making, saves time, and ensures proactive management of compliance tasks by highlighting critical metrics in a single glance.

1. Middle bar items

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The middle bar shows quick progress indicators or information (in varous percentages) related to core modules as a carousel and offers percentage-based progress indicators in one place, enabling users to quickly gauge overall performance and spot areas that need attention.

Fig: 9 - View of the middle bar

2. Items carousel

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You can click on the arrow icons at the left and right side of the bar to move in the appropriate direction and view items which are not visible by default, but are components of the bar.

Fig: 10 - Arrows to navigate through multiple panel items spanning across the page

Here is a nice animated view of the above-mentioned movement.

Fig: 11 - Demo of the movement

2.3. Modules Status Overview and Recent Activities sections

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Overview

These sections give users a clear snapshot of progress and recent actions in one place. Visual charts make it easy to understand overall trends at a glance, while the activity list shows what has happened most recently. This helps users stay informed, spot delays quickly, and focus on what matters without digging through multiple screens.

Let us understand the various elements of these two sections with the help of the below list. Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 13 - Module-wise tab selection options

1. 1

   Tabs for module selection

   Allows users to switch between different supported modules to view their respective status overview. This ensures quick navigation and focused insights for the selected module.
2. 2

   Visualization of the selected module's items

   Displays a serrated donut chart representing the distribution of statuses such as Completed, In Progress, and Pending Review in the form of graphical legends for the chosen module visualization, where both the graphical statuses and legends are color-coded. This visual summary helps users instantly understand progress and identify bottlenecks.
3. 3

   Filter dropdown

   Provides a dropdown to filter activities based on status (e.g., Completed, Pending Review). This enables users to focus on specific items and streamline their review process.
4. 4

   Recent Activities list

   Shows a chronological list of recent actions related to the selected module and applied filter. Each entry includes timestamps and status tags for quick tracking and accountability.

2.3.1. Tabs for module selection

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Overview

Tabs for module selection allow users to switch between different areas of focus quickly, without leaving the dashboard. This simple navigation feature saves time and reduces complexity by presenting relevant information for the chosen module in one click. It helps users stay organized, concentrate on specific tasks, and avoid unnecessary scrolling or searching, making the overall experience more efficient and intuitive.

The following tabs can be selected:

1. Code of Ethics
2. Vendor
3. Audit
4. Attestation
5. Form
6. On Boarding
7. Certification

Fig: 14 - Tab options

Here is an animated view of the tab selection process.

Fig: 15 - Demo of the tab selections

2.3.2. Visualization of selected module's items

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Overview

Visualization of the selected module's items provides an instant, clear picture of progress and distribution without requiring detailed reports or manual checks. By using intuitive charts and visual cues, users can quickly interpret complex data, identify trends, and spot areas needing attention.

1. Visualization tooltip

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Hover your mouse pointer over any displayed donut chart, to view the related tooltip on the trend view. Below the trend depiction, (at the bottom) you can find the status wise breakdown of chart items.

Fig: 16 - Tooltip on hover and color-coded legend

Benefit: Gain instant insights with hover tooltips and color-coded legends for clear trend analysis.


2. Visualization status removal

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Click on any legend once to remove that section from the visualization. You can click again to remove it.

Fig: 17 - Removing a particular status from the visualization

Benefit: Easily refine your view by removing specific statuses with a single click for focused analysis.


3. Visualization click updates dropdown

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Clicking once on any color-coded section of the donut chart changes the status selection dropdown and items listing of the Needs Attention panel. Here is a view of the functionality.

Fig: 18 - Chart section click updates the Needs Attention panel

Benefit: Quickly update status filters by clicking chart sections, ensuring seamless interaction and control.



2.3.3. Filter dropdown

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Overview

The filter dropdown helps users focus on what matters most by allowing them to select specific statuses for the items displayed. Instead of scanning through all activities, users can quickly narrow down the view to relevant entries, making it easier to prioritize tasks and take timely action.

The filter dropdown enables the selection of the applicable statuses of the modular items which are listed here. Consider the following item which shows the applicable statuses for the Vendor module.

Fig: 19 - Appropriate dropdown options visible

It is independant on the graphical visualization and depends on the items present in the module.

Fig: 20 - Striking off a legend of visualization removes it from the graph but the option is present in dropdown

Benefit: Easily select relevant statuses through a dynamic dropdown that reflects module-specific items for precise filtering.

Here is an animated view of the dropdown option changes after subsequent tab selections.

Fig: 21 - Demo of the dropdown option selections along with tab changes

2.3.4. Recent Activities list

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Overview

The Recent Activities list helps users stay informed about the latest updates without searching through multiple screens.

Let us now try to understand the various elements of the Recent Activities list. Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 23 - Elements of Recent Activities list

Each entry in this Recent Activities list includes:

1. 1

   Item Name

   Displays the name of the specific activity or record, such as a submitted form, attestation, or audit entry. This helps users quickly identify what action was performed.
2. 2

   Status

   Displays the current status of the listed item, such as Completed, In Progress, or Pending Review, etc. enabling quick recognition of progress.
3. 3

   Module Name

   Indicates the module to which the activity belongs (e.g., Attestation, Audit, Form, etc). This provides context for the type of compliance process involved.
4. 4

   Date

   Shows the date when the activity occurred, helping users track the sequence of actions and identify recent updates.

Benefit: The Recent Activities list provides a simple, chronological view of what has happened recently, making it easy to track progress and spot important updates.




2.4. Needs Attention section

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Overview

Highlights the items that require immediate attention, ensuring users can prioritize critical actions and maintain compliance without searching through multiple screens.

Here is the view of the Needs Attention section.

Fig: 25 - Needs Attention section

1. Understanding the display structure

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Each entry in this section includes:

1. 1

   Module Name

   Indicates the module where the action is required (e.g., Attestation, Forms). This module is fetched from the Modules Status Overview panel. For example, if Form tab is selected in the visualization section, then forms are present here in this listing. This helps users quickly identify the context of the pending item.
2. 2

   List Item Title

   Displays the specific item or submission name, providing clarity on what needs to be completed or reviewed. The titles are linked, meaning that you can click on them to navigate directly to the associated module from here. This ensures users can navigate to the relevant module without confusion and avoid delays. The title may also be followed by the sumbitter name.
3. 3

   Status Tag

   Color-coded labels such as IN PROGRESS, PENDING REVIEW, or CANCELLED for quick recognition. These visual indicators allow users to instantly understand the current state of each task and take appropriate action.
4. 4

   Date

   Shows the date when the activity occurred, helping users track the sequence of actions and identify recent updates.
5. 5

   User name

   Shows ownership for accountability by displaying the name of the responsible user. This promotes transparency and ensures timely follow-up for pending actions.

Benefit: Quickly view this section and act on pending items to stay compliant and focused through timely interventions.


2. Using the linked title

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You can hover over any item title to view the tooltip showing the full title. Click on the displayed title to navigate directly to the related module / page.

Fig: 26 - Pending item title as link

After clicking on it, you get redirected to the associated module / page and can find the exact item listed there.

Fig: 27 - Redirected module showing the same item

Benefit: Seamlessly navigate to the relevant module and locate the exact item with a single click, eliminating unnecessary steps and improving workflow efficiency.


3. Using the dropdown

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The status selection dropdown at the top-right can be used to display only modular items here (selected from the Modules Status Overview). Refer to the following image which shows the difference in the options depending on the module selected. The All option is by default set in the dropdown.

Fig: 28 - Dropdown options can differ based on pending items module-wise

Benefit: Ensure accurate filtering with a smart dropdown that only displays options for modules containing pending items.

Here is an animated view showing different items which need attention populating the list area depending on the selection of the various dropdown options that are available.

Fig: 29 - Demo of the dropdown selection options loading different items

Here is an animated view of the dropdown options selection on the basis of the chart section clicks.

Fig: 30 - Demo of the dropdown selection change

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