Global Dashboard Global Dashboard

Global Dashboard

Overview

The DC Compliance Global Dashboard provides a centralized workspace for administrators to efficiently manage and monitor their plans in one place. From this full-screen, interactive view, users can quickly assess plan status, upload or download census data, run compliance testing, and generate client packages—individually or in bulk. Designed to streamline high-volume workflows, the dashboard applies user permissions and division settings to ensure that only authorized plans are visible and actionable. With built-in filtering, sorting, and batch processing capabilities, the Global Dashboard serves as a powerful productivity tool for managing DC Compliance tasks at scale.

Accessing the Global Dashboard

The Global Dashboard can be accessed from:

  • Wolters Kluwer Menu → DC Compliance → Global Dashboard
  • Tools/Settings → Global Dashboard

When launched, the dashboard opens in a full-screen, movable window, allowing users to position it alongside plan screens or on a separate monitor for improved multitasking.

Default Filters and View Settings

To optimize performance and usability, the dashboard opens with the following default filters applied:

  • Admin: Defaults to the current user
  • Plan Year End: Defaults to the prior year-end (example: 12/31/2025)
  • Responsible (Resp): Set to Yes (plans assigned to the user)
  • Sorting:
    • Primary: Plan Name
    • Secondary: Company Name

Users can adjust filters as needed to refine their plan list.

Sorting and Navigation

  • Clicking on any column header will sort the data:
    • First click: Ascending order
    • Second click: Descending order
  • The dashboard allows users to easily scan, sort, and identify plans requiring action.

Permissions and Division Access

  • The dashboard displays only plans the user has access to, based on:
    • User permissions
    • Division settings (if enabled)
  • Access levels determine functionality:
    • No access: Plan is not visible
    • View access: Plan is visible, but only batch export census and batch download client package options are available.
    • Edit access: Full functionality, including running tests, uploading census, and printing client packages

This ensures secure and role-based visibility across all plans.

Core Features and Actions

The Global Dashboard allows users to perform actions on selected plans using “Do With Selected” options. Note: If a plan is locked, certain actions, such as Run All Tests, will not be available.

1. Batch Export Census 

  • Generates a ZIP file containing the primary census grid for selected plans

2. Run All Tests

  • Executes all compliance tests for selected unlocked plans
  • Sends an email notification upon completion

3. Run All Tests & Print Client Package

  • Runs all tests and generates client packages for selected plans
  • Sends an email notifying the user that the tests have been run and Batch Client Package is ready to download from the Global Dashboard,

4. Print Client Package

  • Generates client packages for selected plans
  • Output format options:
    • Word
    • PDF
  • Sends an email notifying the user that the  Batch Client Package is ready to download from the Global Dashboard,

5. Lock Plan

  • Locks all selected plans simultaneously. Plans that are locked, will not be able to have certain tasks run, such as census upload and Run All Tests. You can export census and batch print the client package for locked plans.
  • Note: To ensure intentional changes, each plan must be unlocked individually.

Batch Output and Downloads

  • A download link is provided within the dashboard for completed batch jobs
  • Only the user who initiated the batch can access the corresponding ZIP file
  • Users can retain access to up to 20 recent batch outputs

Census Management

  • Users can upload and download census data directly from the dashboard
  • Batch Export Census: Generates a ZIP file containing the primary census grid for selected plans

Additional Features

Depending on configuration, the dashboard may also include:

  • Batch Lock Plans:
    • Locks all selected plans simultaneously
    • Note: To ensure intentional changes, each plan must be unlocked individually.

Batch Processing Considerations

  • Batch actions are limited to 100 plans processed at once
  • Batch jobs are processed in the background to allow continued system use
  • Email notifications provide status updates and access to completed outputs

Best Practices

  • Use default filters to quickly identify plans assigned to you
  • Leverage batch actions to reduce repetitive tasks
  • Review plan selection carefully before executing bulk actions
  • Monitor email notifications for batch completion and download links
  • Keep track of recent batch outputs to avoid exceeding the 20-batch access limit
  • Lock plans after processing is complete
     

FAQs

  • Does the DC Compliance Global Dashboard update in real time? 
    • No, but it is on the list for review for future programming updates.
  • Does the DC Compliance Global Dashboard integrate with Portal.
    • No, but it is on the list for review for future programming updates.