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titleExercise: Working with Dashboards

Until a CS Incident site has a substantial amount of data, there is very little to view on the Dashboard. For this exercise, log in to the demo site:

 

  1. Create an Issue as an example. A good example is to include an Injury and Plant Damage.
  2. Illustrate the workflow - select the logged in user as both the RM and CM.
  3. Note that the Issue cannot be Approved until there is at least one action.
  4. Complete a Causal Analysis - discuss the difference between Root Causes and Findings.
  5. Note that the Issue cannot be closed until all Actions are closed.
  6. Close the actions and close the Issue.
  7. Illustrate that the Issue is now read-only, however there is a 'Reset to Draft' button on the Report page (only visible to Administrators).

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https://demo.integralcs.com/home/login/incident

  1. Open the Dashboard
  2. Illustrate how:
    1. to switch between different dashboards
    2. a histogram is interactive (click the legend)
    3. a widget can be re-configured by editing it to change the filter
    4. a widget can be modified from a graph to a table (as an example)
  3. On a dashboard, click the 'Add new widget' button to show the list of widgets.

Statistics

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The Statistics module allows labour hour data to be entered, and by combining it with injury information (LTI / MTI etc) from CS Incident, produces Injury Frequency rates (LTIFR etc).  The maths that is used to create the frequency rates, and the way in which labour hour data is entered is explained in the online help.

Note that labour hour data can be entered against any combination of Division, Business Unit and Location.  If separate labour hour data is entered for a particular business unit or project, then frequency rates for that part of the business can be calculated.  The online help explains in more detail how to enter and manage the labour hour entry.

Frequency rates are exported via excel from the List Labour Hour report page.  This can be then read into other spreadsheets that are formatted to suit the business reporting requirements.  Filters can be used to determine how and what scope the excel should have i.e. business unit, project, entire business etc.

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titleIMPORTANT

Ensure that the business structure is set up in such a way that allows the Statistics module to capture and report labour hours for the parts of the business that need to be reported. i.e. Business Unit, Division and Project are the three aspects of the business structure that are used by the Status module.