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      Utilizing Report Thresholds and Best Practices

      This article will summarize how you can use reporting thresholds and display them within Corfix.

      1. Quick Definition

      Report Thresholds let you tell Corfix: “Who isn't creating forms in the field” They turn raw data into automatic flags right on your Dashboard.

      2. Why Bother? (The Why)

      Benefit Why It Matters
      Early Warning System Catch safety, compliance, or productivity issues before they escalate.
      Data‑Driven Accountability Quantify expectations for crews, subcontractors, & admins.
      Cleaner Reporting Filter out noise and focus exec dashboards on KPIs that actually need attention.
      Regulatory Peace‑of‑Mind Stay informed when metrics are lagging/exceeding for OSHA/COR/ISO 45001 limits.

      3. What Exactly Are They? (The What)

      • A threshold pairs a metric with an action.

        • Metric Source – any reportable field in Forms, Timecards, Assets, or custom datasets.

        • Condition – Required activity count (1 tool box talk needs to be completed by each supervsor on a weekly basis)

        • Action – If no compliance think about implementing the following;

        • If workers are hitting their metrics;
          • Give out Rewards/Shoutouts!🎉

      4. How to Set One Up (The How)

      Tool Box talks required: ≈ 1 per week/per Supervisor.

      1. Navigate → Reports › Add 

      2. Select Data Source. Example: Forms › Tool box talks.

      3. Pick Table Data & Operator. Example: Sent By

      4. Choose Graph Type. Example: Line

      5. Set Threshold. Example: 1

      6. Select Filters/Define Filters. Example: Sent By, Sent on Range Start, and Sent on Range End

      7. Save.

      8. Display on Dashboard. Click here for more info

      5. Real‑World Examples

      Scenario Threshold Result
      Safety > 2 Near Misses on a site within 5 days Safety Manager is assigned a Corrective Action Task.
      Timekeeping Employee timecard flagged "Forgot to punch out" > 3× in a week Supervisor warned; coaching note added to review.
      Asset Maintenance Equipment inspection fails >2 in a week Task is created with Work Order.
      Form Compliance Weekyl Toolbox Talk completion < 1 form Task is sent to Supervisor with a Toolbox as as Resolution form.

      6. Best‑Practice Playbook (Opinion)

      • Start Small, Iterate. Don’t boil the ocean—2–3 critical KPIs per department is plenty.

      • Align With Leading Indicators. Catch risky behaviour before incidents (e.g., near‑miss vs. lost‑time).

      • Quarterly Review. Thresholds can drift out of relevance; schedule a QBR check‑in.

      • Document Actions. Every threshold should answer: “Who does what when this fires?”

      • Celebrate Hits. Use positive thresholds (e.g., 100 % training completion) to praise teams, not just punish.