What's in scope

The dashboard pulls from injury and illness records (Dakota Scout), tasks and corrective actions (Dakota Tracer), Applicability Profiles (Dakota Profiler), and audit findings (Dakota Auditor). Records without a site-level parent folder are excluded from every visualization.

• OSHA Recordable. An injury or illness that meets OSHA's recording criteria, typically because it required medical treatment beyond first aid, lost time, restricted duty, job transfer, loss of consciousness, or because it was a significant injury or illness.

• DART. Days Away, Restricted, or Transferred — a subset of OSHA Recordable incidents that involved at least one of these severity outcomes.

• TRIR. Total Recordable Incident Rate — the OSHA-standard rate of recordable injuries per 200,000 hours worked. DART Rate is the same calculation applied only to DART-classified incidents.

• Applicability Profile. A Dakota Profiler concept; a set of Profiler Domains assigned to a facility where each Domain has been marked Applicable, Not Applicable, or Unknown.

Filters

The Organizational Health dashboard supports three filter slicers on both pages:

• Region

• Business Unit

• Facility

How time windows work on this dashboard

Note: Unlike the other Insights dashboards, Organizational Health does not have a Date Range filter. Each visual on the dashboard uses its own built-in time window, sized to the question that visual is meant to answer. Use the legend below as a reference:

• KPI tiles with "YTD" or "This Year" in the title — run from January 1 of the current calendar year through today.

• "Days Since Last" tiles — look across the entire incident history with no window limit.

• The two 5-year line charts — cover the past five completed calendar years.

• All other charts on either page — use a rolling 12-month window ending this month.

Trend arrows on year-to-date tiles compare to the equivalent year-to-date window one year ago.

Organizational Health (page 1)

Page 1 is the executive overview: eight KPI tiles across the top, two multi-year line charts, a monthly task workload chart, an applicability pie, and a top-five Profiler Domain bar chart.

Top-line KPIs

Each KPI tile shows a current value. The tiles tied to a year-to-date window also display a trend arrow comparing the current value to the same year-to-date window one year ago. Color always means "good" or "bad" rather than "up" or "down" — for example, a rising recordable count appears as a red up-arrow, but a rising on-time completion rate appears as a green up-arrow.

• # Recordable Incidents Reported This Year. Count of incidents flagged as OSHA Recordable with an incident date year-to-date. Anchors the executive view in the hard OSHA number leadership already reports externally.

• Days Since Last Recordable Incident. Elapsed days between today and the incident date of the most recent OSHA-recordable injury or illness. A highly visible safety-culture signal that clearly shows streaks and resets.

• Days Since Last DART Incident. Elapsed days between today and the incident date of the most recent DART-classified injury. Complements the Recordable streak with a more severe-incident view.

• Profile Applicability. Percentage of Applicability Profile Domains that have been completed (marked Applicable or Not Applicable) versus left Unknown. A low completion percentage means downstream compliance metrics rest on an incomplete foundation.

• Task Completion Rate YTD. Percentage of tasks with a due date year-to-date that are marked Completed. A single-number measure of follow-through on regulatory and operational commitments.

• Tasks Completed On-Time YTD. Of tasks completed year-to-date, the percentage finished on or before their due date. Separates getting things done from getting things done on time.

• Open Overdue Tasks Due in the Past 30 Days. Count of tasks whose due date fell within the past 30 days and are still open. Focuses attention on recently-slipping work that is usually still recoverable.

• Audit Red Flag Rate for Audits Created This Year. Of all checklist responses on audits created year-to-date, the percentage flagged as Red Flag (non-compliance). Highlights audit-program yield.

Multi-year injury trends

Two line charts give leadership the long-horizon view that rolling 12-month tiles can't provide.

EOY DART Rate and TRIR by Year

Injuries by Year

• EOY DART Rate and TRIR by Year (Past 5 Years). Two lines plotting the end-of-year DART Rate and TRIR for each of the past five completed calendar years and the current year. Rates are normalized to 200,000 hours worked per OSHA convention.

• Injuries by Year (Past 5 Years). Three lines showing yearly counts of DART-classified, OSHA-Recordable, and all Injury and Illness incidents across the past five calendar years and the current year. Complements the rate chart by showing absolute counts — useful when workforce size has shifted enough to change rates without changing actual injury experience.

Task workload and profile coverage

Three additional visuals round out the Page 1 view.

• Tasks by Status by Due Date (Last 12 Months). A monthly stacked column chart showing tasks grouped by due-date month and segmented by current status (Scheduled, Not Started, In Progress, Completed, Verified and Canceled). Surfaces seasonality and workload peaks alongside the health of each month's work.

• Profile Applicability Completion (pie). The companion visual to the Profile Applicability KPI — shows the Unknown gap at a glance versus completed (Applicable or Not Applicable) determinations.

• Top 5 Applicable Profiler Domains. A horizontal bar chart of the five Profiler Domains with the highest count of Applicable determinations across your organization. Shows leadership where the bulk of the compliance footprint sits, which informs training, resource allocation, and audit prioritization.

Organizational Health by Facility (page 2)

Page 2 takes the same health signals and slices them by Facility, so you can see where injuries, profile-completion gaps, and task backlog concentrate.

Note: Every chart on this page uses a rolling 12-month window. For organizations with more than about 40 facilities, the chart area may be crowded; use Business Unit or Region filters to focus on a subset.

• DART Incidents by Facility (Last 12 Months). A horizontal bar chart of DART-classified incident counts per Facility. Lets leadership focus investigation, engineering fixes, and management attention on the facilities carrying the heaviest DART load.

• Recordable Incidents by Facility (Last 12 Months). A horizontal bar chart of OSHA-recordable incident counts per Facility. Pairs with the DART view to separate serious-injury concentration from broader recordable concentration.

• Profile Applicability by Facility. A horizontal stacked bar chart showing, for each facility, the count of Applicability Profile Domains determined Applicable versus left Unknown. Makes scoping debt visible site-by-site — an unfinished facility-level applicability set is a blind spot in compliance coverage.

• Status of Action Items by Facility (Last 12 Months). A horizontal stacked bar chart showing each facility's task count for the rolling past 12 months, segmented by current status (Scheduled, Not Started, In Progress, Completed, Verified and Canceled). Gives leadership a direct site-level read on operational follow-through that can be compared across facilities.

Refresh and data freshness

The data in this dashboard refreshes every four hours. For details on synchronization timing and what's included from each ProActivity product, see Getting Started with Dakota Insights.