Dashboard Acceptance & Quality Checklist

{ "Title": "Dashboard Acceptance & Quality Checklist", "IntroductionHtml": "

Use this checklist to validate a dashboard before publishing. Record pass/fail decisions, evidence, and any follow-up actions so decisions are auditable and ownership is clear. Enter dates as YYYY-MM-DD. If an item fails, record a remediation owner and due date.

", "SubmitLabel": "Save Review", "SuccessMessage": "Checklist saved. You can return to update items or view previous reviews.", "DataType": "dashboard-acceptance-checklist", "SchemaVersion": "1.0", "Fields": [ { "Key": "reviewer_name", "FieldType": "text", "Label": "Reviewer name", "HelpText": "Who is performing this review?", "Required": true }, { "Key": "review_date", "FieldType": "text", "Label": "Review date", "HelpText": "Enter date as YYYY-MM-DD", "Required": true }, { "Key": "dashboard_name", "FieldType": "text", "Label": "Dashboard name / ID", "HelpText": "Friendly name or internal ID of the dashboard being reviewed.", "Required": true }, { "Key": "dashboard_url", "FieldType": "text", "Label": "Dashboard link (URL)", "HelpText": "Link to the dashboard in the BI tool or location where reviewers can view it.", "Required": false }, { "Key": "dashboard_version", "FieldType": "text", "Label": "Dashboard version or commit", "HelpText": "Optional: version tag, last-published timestamp or change note.", "Required": false }, { "Key": "kpi_definitions_status", "FieldType": "radio", "Label": "KPI definitions verified and documented", "HelpText": "Are each KPI and metric clearly defined (name, formula, data source, owner, acceptable ranges)?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "kpi_definitions_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for KPI definitions", "HelpText": "Where are definitions stored? Note doc links, owner names, or examples.", "Required": false }, { "Key": "kpi_definitions_action_required", "FieldType": "yesno", "Label": "Remediation required for KPI definitions?", "HelpText": "If Yes, provide owner and due date below.", "Required": true }, { "Key": "kpi_definitions_action_owner", "FieldType": "text", "Label": "Remediation owner (KPI definitions)", "HelpText": "Person or role responsible for fixing issues.", "Required": false }, { "Key": "kpi_definitions_action_due", "FieldType": "text", "Label": "Remediation due date (KPI definitions)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "data_freshness_lineage_status", "FieldType": "radio", "Label": "Data freshness and lineage validated", "HelpText": "Is the data refresh schedule confirmed? Is lineage traced back to source systems and transformations documented?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "data_freshness_lineage_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for data freshness & lineage", "HelpText": "Note refresh cadence, last successful run, and links to lineage or ETL docs.", "Required": false }, { "Key": "data_freshness_lineage_action_required", "FieldType": "yesno", "Label": "Remediation required for data freshness/lineage?", "HelpText": "If Yes, provide owner and due date below.", "Required": true }, { "Key": "data_freshness_lineage_action_owner", "FieldType": "text", "Label": "Remediation owner (data freshness/lineage)", "Required": false }, { "Key": "data_freshness_lineage_action_due", "FieldType": "text", "Label": "Remediation due date (data freshness/lineage)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "filters_default_views_status", "FieldType": "radio", "Label": "Filters and default views tested", "HelpText": "Do filters, default time ranges, and cross-filtering behave as expected? Are dangerous defaults avoided?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "filters_default_views_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for filters & defaults", "Required": false }, { "Key": "filters_default_views_action_required", "FieldType": "yesno", "Label": "Remediation required for filters/defaults?", "Required": true }, { "Key": "filters_default_views_action_owner", "FieldType": "text", "Label": "Remediation owner (filters/defaults)", "Required": false }, { "Key": "filters_default_views_action_due", "FieldType": "text", "Label": "Remediation due date (filters/defaults)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "actionable_insights_status", "FieldType": "radio", "Label": "Actionable insights and recommendations present", "HelpText": "Does the dashboard highlight (or link to) the next actions for owners and decision-makers? Are thresholds, alerts, or recommended responses included where appropriate?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "actionable_insights_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for actionable insights", "Required": false }, { "Key": "actionable_insights_action_required", "FieldType": "yesno", "Label": "Remediation required for actionable insights?", "Required": true }, { "Key": "actionable_insights_action_owner", "FieldType": "text", "Label": "Remediation owner (actionable insights)", "Required": false }, { "Key": "actionable_insights_action_due", "FieldType": "text", "Label": "Remediation due date (actionable insights)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "accessibility_status", "FieldType": "radio", "Label": "Accessibility checks", "HelpText": "Have color contrast, keyboard navigation, screen reader text/alt text, and text size been checked?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "accessibility_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for accessibility", "Required": false }, { "Key": "accessibility_action_required", "FieldType": "yesno", "Label": "Remediation required for accessibility?", "Required": true }, { "Key": "accessibility_action_owner", "FieldType": "text", "Label": "Remediation owner (accessibility)", "Required": false }, { "Key": "accessibility_action_due", "FieldType": "text", "Label": "Remediation due date (accessibility)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "ownership_distribution_status", "FieldType": "radio", "Label": "Ownership and distribution plan set", "HelpText": "Is an owner assigned for ongoing maintenance, and is there a distribution/schedule plan (who gets it, when, and why)?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "ownership_distribution_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for ownership & distribution", "Required": false }, { "Key": "ownership_distribution_action_required", "FieldType": "yesno", "Label": "Remediation required for ownership/distribution?", "Required": true }, { "Key": "ownership_distribution_action_owner", "FieldType": "text", "Label": "Remediation owner (ownership/distribution)", "Required": false }, { "Key": "ownership_distribution_action_due", "FieldType": "text", "Label": "Remediation due date (ownership/distribution)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "performance_testing_status", "FieldType": "radio", "Label": "Performance / load testing complete", "HelpText": "Has the dashboard been tested for typical and peak loads? Are load times acceptable and documented?", "Required": true, "Options": [ {"Value": "pass", "Label": "Pass"}, {"Value": "fail", "Label": "Fail"}, {"Value": "na", "Label": "Not applicable"} ] }, { "Key": "performance_testing_evidence", "FieldType": "textarea", "Label": "Evidence / Notes for performance testing", "Required": false }, { "Key": "performance_testing_action_required", "FieldType": "yesno", "Label": "Remediation required for performance?", "Required": true }, { "Key": "performance_testing_action_owner", "FieldType": "text", "Label": "Remediation owner (performance)", "Required": false }, { "Key": "performance_testing_action_due", "FieldType": "text", "Label": "Remediation due date (performance)", "HelpText": "YYYY-MM-DD", "Required": false }, { "Key": "overall_ready", "FieldType": "yesno", "Label": "Ready to publish / share", "HelpText": "Based on the checks above, is the dashboard ready to be published to its intended audience?", "Required": true }, { "Key": "publish_date", "FieldType": "text", "Label": "Planned publish date", "HelpText": "YYYY-MM-DD (optional)", "Required": false }, { "Key": "approver_name", "FieldType": "text", "Label": "Approver name / sign-off", "HelpText": "Person approving final publication", "Required": false }, { "Key": "final_notes", "FieldType": "textarea", "Label": "Final notes", "HelpText": "Any additional context, risks, or follow-up items not captured above.", "Required": false } ] }