Audit Week Logic
Monday StartEvery saved audit week is normalized to the Monday of that week for display, filtering, KPIs, trend ranges, and comparisons.
Sunday-Stamped RecordsOlder saved records stamped on a Sunday are treated as week-ending dates and display under the prior Monday. Example: Jun 28, 2026 displays as Jun 22, 2026.
Current Week DefaultThe Week filter defaults to the current Monday audit week if it exists in the saved reviews. If no current-week reviews exist, it defaults to the latest available week before the current week.
Raw Saved WeekThe original saved week is still retained internally for edit/deactivate actions, so old records remain editable even after display normalization.
Owner Action Status
OpenThere is an active owner follow-up that still needs action or validation.
ExtendedThe action remains open, but the target review date has been moved or the owner needs more time.
EscalatedThe action remains open and should be treated as higher priority because normal follow-up did not resolve it.
ResolvedThe owner action is closed. It no longer counts as pending or overdue, but it can count toward Verified Closure if supporting fields are complete.
No Longer ApplicableThe risk/action is closed because the finding no longer applies. It is excluded from pending and overdue counts.
Inferred Owner Action StatusOlder reviews may not have an explicit Owner Action Status because the field was added later. For those records, the app infers whether an action is open from the saved target date, Cutover Score, and outcome. It is treated as open when there is no target date, the action score is below 90, or the outcome is Repeat Offender, Deteriorating, New Finding, or No Change. New reviews should use the explicit Owner Action Status field.
Audit Outcome Mix
PurposeShows the outcome distribution for saved audit reviews in the current filter scope.
PassReviews whose outcome group is Improving or Resolved.
ConditionalReviews that are neither clear pass, fail, nor exempted. This includes regular reviewed findings that still need context.
FailReviews whose outcome group is Deteriorating or Repeat Offender.
ExemptedReviews whose current client outcome is Exempted because an approved active exemption applies.
Click BehaviorClicking an outcome slice or legend filters the audit table to the matching outcome group.
Top Root Causes
PurposeRanks the most common confirmed root causes in the selected reviewed records.
CalculationCounts saved audit reviews by Root Cause. Missing root cause is grouped as Not captured.
Why It MattersRepeated root causes show systemic process issues that should be handled through owner action plans, not only individual client follow-up.
Click BehaviorClicking a root cause searches the audit table for that root-cause text.
Director Follow-Up Queue
PurposeShows which directors have the largest current owner-action load.
CalculationCounts reviews with an open action status: Open, Extended, Escalated, or inferred open for older records.
RoutingThe director comes from the current client row when available, otherwise from the saved audit review.
Click BehaviorClicking a director filters the audit table to that director.
Highest Risk Reviewed
PurposeHighlights reviewed clients with the weakest Cutover Score in the selected scope.
CalculationSorts reviewed records from lowest Cutover Score to highest. If a saved cutover score is missing, the current client Cutover Accuracy is used.
Risk MeaningLow Cutover Score indicates readiness or post-cutover control risk, especially when paired with open owner actions or repeat findings.
Click BehaviorClicking a client searches the audit table for that client.
Auditors Control Cards
Current Action Roll-UpBacklog, overdue, and risk queue use the latest audit record per Client + Root Cause. This keeps weekly history intact but prevents stale prior-week open actions from counting after the latest matching action is resolved or no longer applicable.
Open Action BacklogCount of latest Client + Root Cause actions where status is Open, Extended, Escalated, or inferred open.
Overdue Action RateOpen actions with Target Review Date before today divided by open actions that have a Target Review Date.
No Target Date RateOpen actions missing Target Review Date divided by all open actions. These cannot be aged properly until the target date is captured.
Repeat Finding RateCurrent Client + Root Cause actions that appear across more than one audit week divided by all current Client + Root Cause actions.
Verified Closure RateClosed actions with complete evidence fields divided by all closed actions. Evidence requires owner, root cause, usable auditor comment, and outcome. If there are no closed actions, this displays N/A.
Avg Days to ClosureAverage days from the audit week start to the latest update date for actions marked Resolved or No Longer Applicable.
Auditor Workload Balance
PurposeShows each auditor's operating load for the selected audit week and filters.
FormatThe numbers are Completed / Pending / Overdue.
CompletedSaved audit reviews assigned to that auditor in the selected normalized audit week.
PendingCurrent Client + Root Cause actions assigned to that auditor where Owner Action Status is Open, Extended, Escalated, or inferred open.
OverduePending actions with Target Review Date before today's local date.
Bar ColorsTeal is completed, amber is pending, and red is overdue. The bar is scaled against the highest total workload visible in the list.
Click BehaviorClicking an auditor updates the productivity view and filters the client review list to that auditor. Select All Auditors to restore the full list.
Auditor Productivity Trend
PurposeShows audit throughput by day for the selected auditor or all auditors.
Completed LineCounts saved reviews by the local weekday of Updated At. If Updated At is missing, the audit week date is used.
Date RangeUses the selected normalized audit-week range. For one week, it displays Monday through Sunday for that audit week.
Daily AverageTotal completed reviews divided by seven weekdays in the chart.
Active DaysNumber of chart days with at least one completed review.
InterpretationThis is a productivity/throughput visual only. It does not prove audit quality or action closure.
Action Risk Queue
PurposeShows the highest-priority owner follow-ups that need auditor attention.
PopulationUses current open actions from the latest Client + Root Cause roll-up inside the active filters. If Week is set to Jun 29, records from Jun 22 are not included until the filter is changed to Jun 22 or All weeks.
Action Risk ScoreWeighted follow-up score: overdue target date +40, Escalated +25, missing target date +18, repeat finding +18, Cutover Score below 70 +15, missing owner +12, weak auditor comment +8.
Cutover Score RoleCutover Score contributes to the risk score, but the queue is not a pure lowest-cutover ranking. A client with worse Cutover Score can rank lower or be absent if it is outside the selected week/filter scope or has fewer follow-up risk factors.
Sort OrderHighest Action Risk Score first, then lower Cutover Score as the tie-breaker, then earliest Target Review Date.
BadgeThe number on the right is the calculated Action Risk Score.
Click BehaviorClicking a row searches the audit table for that client.
Follow-Up Control Health
PurposeTurns audit-form fields into governance controls for follow-up monitoring.
Open Action BacklogLatest Client + Root Cause actions still open, extended, escalated, or inferred open.
Overdue Action RateOverdue open actions divided by open actions with Target Review Date.
No Target Date RateOpen actions missing Target Review Date divided by all open actions.
Repeat Finding RateCurrent Client + Root Cause actions that recur across audit weeks divided by all current actions.
Verified Closure RateResolved or no-longer-applicable actions with required evidence divided by all closed actions.
Click BehaviorClicking a measure filters the audit table to the records behind that measure.
Follow-Up Quality
PurposeShows whether audit submissions contain enough evidence to support ownership, follow-up, and closure validation.
Root CauseRequired for repeat-pattern visibility and action roll-up grouping.
Accountable OwnerRequired for follow-up routing and escalation ownership.
Target Review DateRequired for overdue, aging, and follow-up governance calculations.
Owner Action StatusRequired to distinguish open, extended, escalated, resolved, and no-longer-applicable actions.
Auditor CommentComments under 20 characters are treated as weak because they do not provide enough evidence for follow-up or closure validation.
OutcomeUsed to describe whether the audit finding is improving, deteriorating, repeat, resolved, exempted, or otherwise still active.
PercentCompleted field count divided by total reviewed records in the selected filter scope.
Audit Table
PurposeProvides record-level evidence behind every visual in the Audited Clients modal.
Audit WeekDisplays the normalized Monday-start audit week. The original raw saved week is retained internally for edit and deactivate actions.
Owner Action StatusDisplays the explicit saved status when available. If blank, the table may show or behave as inferred based on target date, score, and outcome logic.
Updated AtTimestamp of the saved or edited review. This drives productivity day grouping and recency context.
Client / Edit / DeactivateClick the client name to open a read-only review of the saved audit. Edit opens the password-protected review form. Deactivate removes that saved review from active dashboard calculations without deleting the historical record.
Datanitiv Command Center