This guide provides an overview of how to interpret real-time compliance metrics and manage ongoing assessments from your central dashboard. By mastering these tools, you can track certification lifecycles and quickly access essential evaluation documents.
Prerequisites
Active CyberPass account.
Access to a specific shared or personal workspace.
Basic understanding of your product portfolio.
Note: The screenshots provided in this article are for demonstrative purposes only and do not represent live production data.
Step-by-Step Instructions
Step 1 — Selecting Your Workspace
Dashboard data is workspace-specific. Ensure you have selected the correct workspace (e.g., CP Manufacturer) from the left-hand sidebar to view its unique KPIs and evaluation statuses.
Step 2 — Reviewing High-Level KPIs
The top section of your dashboard features eight real-time tiles providing a snapshot of your workspace’s productivity and compliance health. These metrics update instantly as actions occur within the workspace.
Created Products: Displays the total number of product entries currently in your library.
Certified Products: Shows the total count of products that have successfully completed the certification flow and hold valid status.
Received Invitations: Tracks total invitations received by labs for a product vendor or manufacturer to conduct an initial evaluation assessment.
Submitted Proposals: Reflects the total count of evaluation assessments sent to a lab for review or formal certification action.
Created Opportunities: Identifies new certification or business prospects initiated within the workspace.
Sent Invitations: Monitors total invitations sent out specifically by a lab to a vendor or manufacturer.
Received Proposals: Displays assessment or certification proposals submitted to your organization for review, often from external testing labs or internal teams.
Compliant Proposals: Highlights proposals that have successfully passed review and meet all required cybersecurity criteria (e.g., RED, ETSI EN 303 645), signaling they are ready for final approval.
Step 3 — Analyzing Evaluation Statuses
The Evaluation Status donut chart provides a visual breakdown of your entire portfolio's health. Each status represents a specific phase of the compliance journey:
Status | Description |
1. Ongoing | Documentation and evidence gathering are currently in progress by the provider and are not yet complete. |
2. Submitted | All information has been sent and is awaiting formal review or assessment by the lab. |
3. Reviewing | The lab is actively reviewing the submitted documents, results, or compliance evidence. |
4. Inconclusive | The assessment could not reach a result due to missing information; further action is required to clarify the process. |
5. Certified | The product has successfully met all requirements for the standard and is officially certified. |
6. Failed | The assessment did not meet the necessary criteria, and remediation is required before retrying. |
7. Archived | The record is kept for reference but is no longer active for current compliance activities. |
8. In Force | The certification is currently valid, active, and in effect. |
9. Expired | The validity period has ended, and renewal or re-assessment may be required. |
10. Withdrawn | The certification has been removed and is no longer recognized as valid. |
11. Suspended | The certification is temporarily on hold, often due to non-compliance, until issues are addressed. |
Step 4 — Managing Evaluations with Action Icons
The Evaluation table allows you to interact directly with individual product records. Use the Actions column to perform the following:
Toggle Watchlist (Heart Icon): Add or remove a product from your personal watchlist for priority tracking under the Certifications section.
View Certificate (Document Icon): For products marked "CERTIFIED," click this to view and download the final evaluation certificate.
Continue Evaluation (Play Icon): For "ONGOING" assessments, click this to resume the process (e.g., Setup, Scope, or Evidences) from where you last left off.
Key Notes
Real-Time Data: All KPIs and progress bars update instantly as actions are completed within the platform.
Universal View: Dashboard views are identical for all roles within a shared workspace, ensuring your entire team sees the same source of truth.
Evaluation Labels: Certificates often include QR codes for easy external verification by third parties.
Troubleshooting
Issue | Fix |
KPIs show "0" unexpectedly. | Verify you are in the correct workspace. Switching workspaces filters all data dynamically. |
Play icon is missing. | The "Play" icon only appears for evaluations with an Ongoing status. If the status is Reviewing, the lab has control of the document. |
Certificate won't download. | Ensure the status is Certified or In Force. Expired or Withdrawn certifications may have restricted access. |