CareVerity ECM
Senior Management KPI & Performance Intelligence Dashboard
System analyses. Managers decide. Audit trail records action. This module supports management oversight, quality improvement, compliance monitoring and CQC evidence.
Overall company RAG
Amber
Demo KPI data only - not live company performance.
Access, filters and linked modules
Company: TEST-COMPANY-001. Company-wide KPI performance and senior management reports.
Executive summary
TEST-COMPANY-001 is performing well for visit completion, compliments and training, with urgent review required for one missed visit, one controlled drug discrepancy and three high-risk overdue actions.
Visit completion
99%
Missed visit rate
1%
Care coordinators
3
AI drafts awaiting approval
5
Rota Performance KPIs
Rota KPIs cover unallocated visits, rota changes, regular carer continuity, emergency cover, double-up completion and overdue coordinator actions.
Rota KPI tracker
| KPI | Value | RAG | Evidence |
|---|---|---|---|
| Unallocated visits | 2 | Red | Repeated unallocated visits require senior rota review |
| Regular carer continuity | 82% | Amber | Two service users have poor continuity |
| Rota changes requested | 26 | Amber | One overdue high-impact coordinator rota action |
| Rota changes completed | 23 | Amber | Completion rate visible by coordinator |
| Emergency calls created/completed | 3 / 3 | Green | Emergency cover completed |
| Double-up calls completed | 18 | Green | Double-up calls included in visit completion |
| Calls cancelled | 4 | Amber | Cancellation reasons require review |
| Care coordinator notified | Yes | Amber | Overdue action visible in CoordinatorActionTracking |
KPI drill-down: late-visits
Every KPI card can show source records, responsible person, status, source evidence, action taken, overdue actions and audit trail.
Source records behind KPI
| Date/time | Service user | Staff | Responsible person | Status | Source evidence | Action taken | Audit trail |
|---|---|---|---|---|---|---|---|
| 2026-05-16 08:15 | Demo Service User 101 | Demo Care Worker A | Demo Care Coordinator A | Follow-up open | Visit VISIT-101 clock-in 08:31 for planned 08:15 | Coordinator notified; reason requested | AUD-KPI-001 late visit viewed |
Regular Carer / Continuity KPI
Regular carer continuity by branch/coordinator and service user.
Continuity analysis
| Service user | Main carer(s) | Carers used | Continuity | Reason | RAG | Suggested action |
|---|---|---|---|---|---|---|
| Demo Service User 101 | Demo Care Worker A / Demo Care Worker B | 3 | 91% | Regular team stable | Green | Maintain regular carers |
| Demo Service User 102 | Demo Care Worker C | 7 | 58% | Sickness cover and rota gaps | Red | Assign regular carer; review rota; contact family |
| Demo Service User 103 | No named regular carer | 6 | 61% | Package recently changed | Amber | Assign regular carer; review package complexity |
| Demo Service User 104 | Demo Care Worker D | 4 | 84% | Emergency cover recorded | Amber | Review staff availability |
Alerts and escalation rules
Automatic escalation examples create tasks, audit rows and report evidence.
Escalation rules
| Trigger | RAG | Escalation action |
|---|---|---|
| Missed visit | Immediate red alert | notify manager; create task; add to KPI action tracker; add to audit log; include in monthly report |
| Controlled drug discrepancy | Immediate red alert | immediate manager review; medication lead review; stock reconciliation; incident record |
| Medication error not reviewed within 24 hours | Red | manager and medication lead review |
| Care coordinator did not complete assigned rota change | Amber/Red | escalate if visit affected or service user at risk |
| Admin user without MFA | Red | security review and MFA task |
| Backup failed | Red | director and system owner review |
Export audit log
All exports and report generations are permission-controlled and audited.
KPI export audit
| Date/time | User | Report | Action | Control | Audit reference |
|---|---|---|---|---|---|
| 2026-06-06 09:40 | Demo Registered Manager | Executive Director KPI Report | Export requested | Permission checked | AUD-KPI-EXPORT-001 |
| 2026-06-06 09:42 | Demo Quality Manager | CQC Evidence Summary | Draft generated | Approval required | AUD-KPI-EXPORT-002 |
Permission and privacy safeguards
Management safeguards used by this sensitive performance dashboard.
No public staff ranking.
Care workers must not see company-wide KPI performance or staff comparison dashboards.
Care coordinators only see own team unless permission expanded.
HR-sensitive data must be permission-controlled.
Complaints linked to staff must show pending review until confirmed.
AI cannot decide disciplinary action.
All views and exports are audited.
Tenant separation by companyId is mandatory.
Export requires permission.
Backend readiness mapping
Live KPI calculations must be fed from tenant-scoped database tables before staging UAT. The current route displays demo records only.
Real backend feed map
| KPI area | Requested source name | Database table/source | Live readiness requirement |
|---|---|---|---|
| Total visits / completed visits / missed visits / late visits | visits | visit_schedules, visit_allocations | Requires persisted planned/actual visit records with companyId/providerId filters. |
| Clock-in/out completion, early login, late login, early departure | clockInOutRecords | clock_in_out_records | Requires planned times, actual clock-in/out, exception reason and device metadata. |
| Geofence compliance and mismatches | geofenceLogs | geofence_logs | Requires GPS/geofence event storage and authorised exception reasons. |
| Care notes completed, missing and poor-quality notes | visitNotes | visit_notes | Requires note status, quality flag, author and visit linkage. |
| Medication given, refused, missed and reasons | medicationAdministration | medication_administration, medication_refusals, missed_medication_records | Requires MAR linkage, staff competency linkage and reason capture. |
| MAR completion and medication review KPIs | marRecords | mar_records, emar_entries | Requires MAR completion state, due windows, medication profile links and audit trail. |
| Controlled drug stock, witness and discrepancy KPIs | controlledMedicationRecords | controlled_medication_records, controlled_drug_stock_balance, controlled_drug_witness_records | Requires stock balance, witness, adjustment approval and reconciliation records. |
| Incidents, falls, near misses and safeguarding KPIs | incidents | incidents, accidents, near_misses, safeguarding_concerns | Requires category, branch, service user, staff link, review status and lessons learned. |
| Complaints, response times and linked actions | complaints | complaints, lessons_learned, action_trackers | Requires acknowledgement dates, investigation status, closure dates and manager review. |
| Compliments and good news evidence | compliments | compliments, good_news_stories, staff_recognition | Requires positive feedback linkage to service user/staff with consent controls. |
| Staff activity, training, supervision and support indicators | staffProfiles | staff_profiles, staff_training, staff_supervision, staff_support_indicators | Requires HR-sensitive permission controls and no public ranking. |
| Login activity, failed attempts, inactive users and MFA | users/loginActivity | users, audit_logs, performance_events | Requires last login, failed attempts, MFA status and unusual access event capture. |
| Open, completed, overdue and high-risk tasks | tasks | tasks, action_trackers, coordinator_action_tracking | Requires owner, due date, source record, priority, status and escalation fields. |
| Tagged messages, unread actions and notifications | messages | messages, notifications, tagged_tasks | Requires recipient, read status, source module and task linkage. |
| Care plan review due/overdue KPIs | carePlans | care_plans, care_plan_versions, care_plan_approvals | Requires review due dates, approval status and source evidence links. |
| Risk assessment review due/overdue KPIs | riskAssessments | risk_assessments, risk_assessment_reviews, risk_assessment_versions | Requires post-incident review trigger and completed review evidence. |
| Export, view, exception and governance audit KPIs | auditLogs | audit_logs, ai_audit_logs, file_access_logs | Requires immutable tenant-scoped audit rows for views, exports and approvals. |
| AI drafts awaiting approval and AI insight reports | aiDrafts | ai_drafts, ai_prompts, ai_source_records, ai_approvals, kpi_insights | Requires source-linked draft status and human approval before publication. |
| Inspector access sessions and CQC evidence readiness | inspectionEvidencePacks | inspection_evidence_packs, inspector_access_sessions, inspector_activity_logs, cqc_evidence_items | Requires audited inspector access, evidence pack status and CQC theme mapping. |
KPI routes
Route family served by the KPI dashboard.
/kpi/kpi/executive-dashboard/kpi/company-performance/kpi/care-delivery/kpi/rota-performance/kpi/staff-performance/kpi/care-coordinator-performance/kpi/medication/kpi/controlled-drugs/kpi/incidents-complaints/kpi/quality-governance/kpi/tasks-actions/kpi/login-activity/kpi/cqc-evidence/kpi/ai-insights/kpi/reports