Dashboard & Reporting

1. Company setup (Subsidiaries & Agents columns)

1. Open Company management and ensure each company that should appear on the dashboard has Status = Active.
2. Set Company Tagging for each of these companies to one of:

• Subsidiaries (Internal) → appears under the Subsidiaries group and in “Own Permit” logic.
• External → appears under the Agents group.
• Agencies → appears under the Agents group.

3. Ensure Short name (or Name) is set; the dashboard uses Short name as the column label when available.

• Subsidiaries columns and “Own Permit” counts use Internal companies.
• Agents columns and “Agency” counts use External and Agencies companies.
• If there are no Internal companies, all Subsidiaries columns are hidden; same for Agents if there are no External/Agency companies.

2. Jobsite setup (rows and Contract / Entity / Region / Manager)

1. Status: Keep jobsites that should appear on the dashboard with Status = Active (e.g. status = 1).
2. Client: Assign the Client to the jobsite. The dashboard uses this as Entity (column and Entity filter).
3. Manager: Assign the Manager. This is shown in the Mgr column.
4. Region: Set the jobsite’s Region (NORTH, SOUTH, EAST, WEST, or CENTRAL). The Deployment Hierarchy dashboard shows this value in the Reg column and uses it in the Region filter (e.g. “NORTH”, “SOUTH”).
5. Contract: Enter the Contract value (total target headcount) as a non‑negative whole number.

• Used for: Contract KPI (sum across jobsites), Contr column, Fill %, and Strategic Gap (Gap = Contract − Active).
• Leave empty or 0 if you don’t use contract targets for that site.

• Jobsite name, Entity, Date (e.g. created date), Reg, Mgr, Contr, and later Active/Gap and source columns all line up with this setup.

3. Staff and permit setup (Active, Own Permit, Agency, and source breakdown)

1. Worker status

• Ensure your Status master has:
• Active statuses (group _active) for staff who are “working” (e.g. On Duty, Active).
• Inactive statuses (group _inactive) for staff on leave, etc.
• Assign the correct status to each staff so that:
• Active = staff with an active-group status assigned to a jobsite (they appear in Active and in the source breakdown).
• Leave (inactive) = staff with an inactive-group status.
• Idle = staff with an active-group status but not assigned to any jobsite.

2. Assign staff to jobsites

• Use Staff assignment to Jobsite (e.g. Staff Work Site with status = active).
• Only staff who are:
• In active worker status, and
• Assigned to that jobsite

3. Permit type and permit company (per staff)

• In Staff → Permit (add/edit permit), set:
• Permit type: Internal, External, or Agency.
• Permit company: Select the company that issued or is linked to the permit (list is filtered by permit type; only companies with matching Company Tag appear).
• Internal + a company tagged Subsidiaries (Internal) → counts as Own Permit and under that company in Subsidiaries.
• External or Agency + a company tagged External or Agencies → counts as Agency and under that company in Agents.

• Deployment = total active staff assigned to jobsites.
• Own Permit = those with permit type Internal (and thus subsidiary companies).
• Agency = those with permit type External or Agency.
• Subsidiaries / Agents columns = counts by Permit company (company must be in the dashboard’s company list with the correct tag).
• Inactive = Leave (inactive status) + Idle (active status but not assigned to any jobsite).

4. Summary checklist