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Review items that need attention from the header strip

Use the header signal strip to see which areas need attention and jump straight to the relevant items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Check whether any items need attention​

When there are no outstanding actions for your organisation, the header signal strip does not appear, indicating that there is nothing requiring your attention.

Check whether any items need attention

Step 2: View attention counts by category​

When actions are required, look at the header signal strip to see coloured pills for each category that needs attention, such as forms, RAMS, or compliance, each showing how many items need review.

View attention counts by category

Step 3: Understand forms and RAMS alerts​

Use the wording on each pill to understand what is needed, for example "Forms: 2 overdue" for overdue forms or "RAMS: 4 to review" for risk assessments and method statements awaiting review.

Understand forms and RAMS alerts

Step 4: Understand compliance alerts​

For compliance, read the descriptor to see the status breakdown, such as "Compliance: 1 expired", which indicates how many compliance records have expired and need updating.

Understand compliance alerts

Step 5: Open filtered lists from the header​

Click a filterable pill, such as "Forms: 2 overdue", to open the corresponding tab with the list already filtered to only show items that need your attention.

Open filtered lists from the header

Step 6: Open summary-style sections without filters​

Click a summary-style pill, such as the compliance indicator, to open the related section in its normal view without pre-filtering so you can see all relevant records.

Open summary-style sections without filters

Last updated: 2026-06-12