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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 modules. |
INTRODUCTION
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Shared Features: Dashboard Overview
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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
PERMISSIONS
Permissions for administrators for all Lucidity modules are set via Lucidity Access and are generally configured by the System Administrator. A typical set of Permissions for Actions would be:
USER LEVEL | VIEW DASHBOARDS | CREATE OWN DASHBOARDS | MANAGE OWN DASHBOARDS AND WIDGETS | CREATE DASHBOARD TEMPLATES | MANAGE DASHBOARD TEMPLATES |
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Dashboard Read-Only Widgets User | Y |
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Dashboard Widgets User | Y | Y | Y |
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Dashboard Template Manager | Y | Y | Y | Y | Y |
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The first time the Dashboard tab is accessedopened in a Module, a Dashboard Wizard appears prompting the user to select a Dashboard from the available Templates. These Templates are created by Administrators or a user with the necessary permissions. These Templates are then copied by people to create their very own Dashboards. The available Templates varies dependent on the module being accessed and Templates created by administrators. Once the Dashboard is created, it can be edited to display results relative to that user. Making changes to the Dashboard, will not alter in any way the Template the Dashboard was copied from.
If there are no Templates created and the user has yet to add a Dashboard, the user will be prompted to add a new Dashboard when they open the Dashboard tab. A user, with the necessary permissions, can create their own Dashboard without the use of a Template and add the Widgets they need.
The table below lists the default Widgets included in the default Dashboard Templates as well the optional Widgets which can be addedWidgets available to add to a Dashboard. These are the very same Widgets an Administrator will use to create the Templates. Refer to the Widget descriptions within the system for a detailed explanation.
Widget List
Default Default Optional Widgets | Sample Dashboard Template |
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Generic (Available in all Modules)Generic | - Actions
- Link List
- Overdue Actions
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N/A | Image Modified For more details on the Actions Dashboard, refer to the Actions User Guide |
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IncidentAnalysis of InjuriesIncident - Action Stream - Action Status12M Rolling LTIFRWork Activity Breakdown StatusIncident - Analysis of Injuries - AgencyIncident- 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
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or Single Views- View)
- Injury Mechanism Analysis
- Injury Nature Analysis
- Task Performed Causing Injury (Single View)
- Task Performed Causing Injury (Multiple
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or Single Multiple or Single - 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)
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Lucidity InForm |
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- LMS Audit Completed
- LMS Audit Results
- Site Diaries
- Form List
- Safety Conversations
| - 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
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Lucidity Competency |
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Record Status by Organisation- Needs/ Records by Capability
- Needs/ Records by Organisation
- Percent of Capability Completion
- Record Status by Capability
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Needs/ Records by Capability- Record Status by Organisation
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Lucidity Risk |
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- Risks of Interest
- Heap Map - Controlled
- Heat Map - Uncontrolled
- Risks - Controlled
- Risks - Uncontrolled
- Risk Action Activity Stream
| - 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
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Lucidity are working hard to allow for the sharing of the same Dashboards across different modules. We hope to have this available soon. |
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