Pre-Start Reporting

Use Pre-Start on the Single Site Reporting page to review pre-start checklists for your site: scheduled and unscheduled completions, assigned tasks, and issues found before work or equipment use starts.

The report page title is Pre Start. For all 12 report types, see Site Wide Reporting.

Note: Single Site Reporting is available to Managers and above, including Line Managers.

Open the Pre-Start report

Log in to the ComplianceTrackr desktop portal.
In the left menu, open Reporting Dashboard.
Select Single Site Reporting.
On the Single Site Reports screen, select Pre-Start.

Summary cards

The top of the page has eight cards. Dates display as DD-MM-YYYY.

Forms Scheduled

Labelled Numbers. Shows the total scheduled pre-start forms, split into Monthly forms, Weekly forms, and Daily forms.

Select View Schedule to open the list of scheduled forms.

Un-Scheduled Forms Complete

Labelled Numbers. Use Select Date range to see how many pre-start forms were completed that were not on a schedule.

Tasks Assigned

Labelled Statistic. Use Select Assignee to view one person or all users. Select View Tasks to open the assigned-task list.

Tasks Outstanding

Labelled Percentage. Use Select Assignee to see the outstanding percentage for that person.

Scheduled Forms Complete

Labelled Numbers. Use Select Date range, then View Completed to see scheduled completions by form name.

Incomplete schedule Forms

Labelled Numbers. This heading on screen is Incomplete schedule Forms.

Use the date range on this card, then:

View Incompleted — incomplete scheduled forms by form name
Unattempted Forms — opens Unattempted Schedule Forms By Form Name, grouped into daily, weekly, and monthly

Completed Tasks

Labelled Statistic. Use Select Assignee, then View Tasks to see completed tasks.

Number Forms Completed By

Labelled Numbers. Use Select Date range and Staff Name to see how many pre-start forms one person completed.

If a card shows 0, change the date range or assignee, or check that pre-start forms have been submitted.

Pre-start forms submitted

Scroll down to Pre-start Form Submitted for each completed pre-start form.

Turn on Show Only Inprogress Form? if you only want forms that are still in progress.

From this table you can open a completed form, send a reminder for an incomplete form, or open Reminder Activity logs. A reminder can be sent once per day.

This list includes daily pre-start inspections for plant, equipment, and work areas.

Pre-start issues

Issues raised on pre-start forms are grouped by status:

Pre-start Issue Identification - Pending
Pre-start Issue Identification - In Progress
Pre-start Issue Identification - Closed
Pre-start Issue Identification - Open
Pre-start Issue Without Controls

Use these lists to follow up faults found before equipment or an area is used.

Open an issue’s action details to see controls, the action taken, who took it, who closed the ticket, accept or reject notes, status, and times.

If a table says “No data available in table”, there are no issues in that status for the current filters.