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Table of Contents


Info
titleOverview
Dashboards provides at-a-glance views that organises and presents information in a way that is easy to read, showing a graphical presentation of the current and required statuses across several Lucidity Software applications.


Tip
titleVideo

Shared Features: Dashboard Webinar

Click the video below to view a 20 minute comprehensive training Webinar focusing on Dashboards. 

NOTE: This Webinar was recorded in September 2018. Any updates to the Dashboard tool since then will not be included.



INTRODUCTION

Tip
titleVideo

Shared Features: Dashboard Overview


Dashboards are used to track key data points relevant to a business, department or specific process. Through the use of graphs, lists and tables, dashboards simplify complex data sets to provide users with at-a-glance awareness of current performance. Widgets are used to describe the variety of different items that can be added to a dashboard. Widgets display information that enables a user to perform a function or access a set of information and can be edited or filtered to only display certain information.

The dashboard and widgets functionality is available in several modules of Lucidity Software including:

  • Lucidity Incident
  • Lucidity InForm
  • Lucidity Competency
  • Lucidity Risk

Widgets can be shared between modules (excluding Lucidity Intranet) so Lucidity Incident details, for example, can be viewed from Lucidity Competency.

DASHBOARD ACCESS PRIVILEGES

In most system configurations, those with a manager access role are typically given access to Dashboards. Administrators will also have access to Dashboard templates. Permissions for all Lucidity modules are set via Lucidity Access and are generally configured by the administrator. Refer to the Access Roles page within the Lucidity Access user guide for more details.


Warning
titleRetaining System Integrity

Only the Dashboard Template Manager has the permission to manage Dashboard Templates. It is recommended that the number of Dashboard Template Managers per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.

NAVIGATION

The first time the Dashboard tab is opened in a module, a Dashboard Wizard appears prompting users to select a dashboard from the available templates. These templates are created by administrators with relevant permissions. Templates can then be utilised by all end-users to create their  own dashboards. Once the dashboard is created, it can be edited to display required results. Making changes to the dashboard, will not change the template the dashboard was copied from.

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Lucidity Software  ModuleWidgetsSample Dashboard Template
Generic 
  • Actions
  • Link List
  • Overdue Actions

For more details on the Actions Dashboard, refer to the Actions

Lucidity Incident

Incident

  • Environmental Impacts
  • Hazard Source
  • Hazard Type
  • Incident by Work Activity
  • Incident Category
  • Incident Status
  • Incident with Actions Open
  • Issue Action Status
  • Issue Status
  • Issue Stream
  • Issues Awaiting Processing
  • Issues Awaiting Processing for all Users
  • Issues by Org Structure
  • Issues by Time
  • Issues List
  • KPIs by Project

Incident - Injury

  • Injury Agency Analysis
  • Injury Body Part Analysis
  • Injury Classification (Single View)
  • Injury Classification (Multiple View)
  • Injury Mechanism Analysis
  • Injury Nature Analysis
  • Task Performed Causing Injury (Single View)
  • Task Performed Causing Injury (Multiple View)

Incident - Labour Hours

  • Frequency Rates (Single Rates)
  • Frequency Rates (Multiple Rates)

Incident - Meetings/ Audits/ Inspections/ Reviews

  • Breakdown of Meeting/ Other
  • Incident Audit Finding Types
  • Meeting/ Other Action List
  • Meeting/ Other Activity

Incident - Non-conformance

  • Non-conformance Source
  • Non-conformance Source (by Business Structure)
Lucidity InForm
  • Completion Analysis by Form
  • Completion Analysis by Org Structure
  • Completion Analysis by Time
  • Form List
  • Overdue Actions
  • Results Analysis by Form
  • Results Analysis by Org Structure
  • Results Analysis by Time
  • Tiered Form List

Lucidity Competency
  • Needs/ Records by Capability
  • Needs/ Records by Organisation
  • Percent of Capability Completion
  • Record Status by Capability
  • Record Status by Organisation

Lucidity Risk
  • Comparative Distribution of Controlled Risks
  • Comparative Distribution of Uncontrolled Risks
  • Distribution of Controlled Risks
  • Distribution of Uncontrolled Risks
  • Frequency Matrix of Controlled Risks
  • Frequency Matrix of Uncontrolled Risks
  • List of Risks
  • Risk Action Activity Stream



CREATE DASHBOARDS

Tip
titleVideo

Shared Features: Create Dashboards


Dashboards can be created by either utilising an existing dashboard template created by an administrator or by creating a new one.

Create a Dashboard from a Template

From the relevant Lucidity Software module:

...

  1. Click the dashboard title to the top left of the screen

  2. Click 'Dashboard Template Wizard' 
  3. Follow steps 2-5 above to add the required dashboard templates

Create a New Dashboard

Creating a new dashboard can be done either at the initial dashboard creation stage or any time after. 

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Info
titleView Multiple Dashboards

The first dashboard selected will automatically display first whenever the Dashboard tab is opened. If more than one dashboard template has been created, switch between them using the dashboard selector.


EDIT, DELETE AND PUBLISH DASHBOARDS

Tip
titleVideo

Shared Features: Edit, Delete and Publish Dashboards

Edit Dashboards

To change the name or description of a dashboard, from the Dashboards tab:

  1. Click the dashboard selector
  2. Click 'List My Dashboards'



  3. Click 'Edit' to the far right of screen



  4. Make changes to the name and description of the dashboard as required
  5. Click 'Save'

Delete Dashboards

To delete a dashboard, from the Dashboards tab:

  1. Click the dashboard selector
  2. Click 'List My Dashboards'
  3. Click the actions button at the far right of screen to activate the drop-down menu



  4. Click 'Delete'

  5. The dashboard will be deleted


Warning
titleDeletion of Dashboards

The deletion of dashboards cannot be reversed. If a dashboard is deleted in error, it will need to be recreated so always proceed with caution.

Publish Dashboards

An entire dashboard can be published as a PDF document and then used as a reporting tool. From the Dashboards tab:

  1. Click 'Actions' on the far right of the dashboard
  2. Click 'Print'

  3. The PDF will open and can now be saved.

WIDGET MANAGEMENT

Widgets (the graphs, lists and tables that make up Dashboards) can be added and modified at any time. Dashboard users can (permission dependant):

  • Add new widgets
  • Edit and configure widgets
  • Move widgets
  • Copy widgets
  • Delete widgets
  • Refresh widgets
  • Publish widgets

Adding Widgets

Tip
titleVideo

Shared Features: Adding Widgets

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Info
titleWidget Sharing Between Modules

Widgets can be shared between modules (excluding Lucidity Intranet) which means details from any module can be viewed on any dashboard. For example, it may be desirable to have all dashboards in one place for ease of use. In Lucidity InForm, a dashboard for Incident, Competency, Risk AND InForm could be displayed to prevent having to switch between modules.

Dashboard widget sharing is not currently available in Lucidity Intranet.


Edit and Configure Widgets

Tip
titleVideo

Shared Features: Edit and Configure Widgets

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Info
titleRepeated Use of Widgets

The same widget can be added multiple times to a single dashboard with different filters and displays applied. This allows for comparison of the same category for various divisions, risks, capabilities etc.

The example below shows the Distribution of Uncontrolled Risks widget twice - once for the whole organisation and once for the Star Wars Galaxy only to allow for easy comparison.

Move Widgets

Widgets can be moved within a dashboard by simply clicking in the heading bar of the widget and dragging and dropping to the desired location. A dotted line is displayed to indicate where the widget is going to be moved to.

Image Modified

Copy, Delete and Refresh Widgets

Tip
titleVideo

Shared Features: Copy, Delete and Refresh Widgets

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Info
titleAuto Refresh

Widgets refresh automatically approximately every 10 minutes. To see when a widget was last refreshed, hover the mouse over the refresh button on the widget. A popup will indicate when the update occurred.

Publish Widgets

Tip
titleVideo

Shared Features: Publish Widgets

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  1. Click the actions button at the top right of the Widget to activate the drop-down list
  2. Select Excel or Download


    1. The Excel option provides a list report of the data within the widget



    2. The download option provides an image of the widget as a JPEG



DASHBOARD TEMPLATES

Tip
titleVideo

Shared Features: Dashboard Templates


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Info
titleChanges to Templates

Changes to templates are not applied retrospectively to users already utilising it. The changes will only be applied to any user that selects the template in the future. This ensures changes that users have made to their dashboard after selecting the template are not over-written. If changes need to be made to the template, a system administrator will need to be advised.


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FAQs

These FAQs are designed as supplemental documentation to the main User Guide. It aims to provide a better understanding and use of dashboards within Lucidity Software and the applications utilising them such as Lucidity Incident, Lucidity Risk and Lucidity InForm.

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