Overview
Status, progress, risks and what needs attention.
Why this matters
Overview turns scattered report, review and NCR information into a single operational picture. Users can see what needs attention before opening individual reports.
Basic visibility
Core gives users access to the main reporting structure and approved report status.
Workflow status
Professional adds stronger status around planned work, validation and review progress.
Traceability overview
Enterprise can combine reports, NCRs, inventory, assets and analytics into one operational view.
How this step works in the Extrude example
Overview gives users a quick status picture before they start working. In the Extrude example, this shows progress for WO-002, open NCRs, missing reports and review status.
Fictional company
Database Owner: Extrude. Extrude buys aluminium billets in different grades and dimensions. The company extrudes, cuts, heat treats, inspects and packages aluminium profiles for customers.
Example scope
- Customer: Twinz
- Project: Delivery of Twinarms
- WO-001: Small Twinarms
- WO-002: Medium Twinarms
- WO-003: Large Twinarms
Module visibility
The example uses full portal capability to show the complete product vision. Some steps require Professional or Enterprise modules.
Current status for Medium Twinarms
WO-002 dashboard
Role
Portal user
Status
Module
Verizel
Source
Portal data
Reports
5 / 7
created
Waiting review
1
PER submitted
Open NCRs
1
DCR blocking
Ready for PDF
2
approved reports
Example UI only. Text and layout are illustrative, not final portal screens.