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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 modules.

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

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 Dashboards would be: 

USER LEVELVIEW DASHBOARDSCREATE OWN DASHBOARDSMANAGE OWN DASHBOARDS AND WIDGETSCREATE DASHBOARD TEMPLATESMANAGE DASHBOARD TEMPLATES
Dashboard Read-Only Widgets UserY



Dashboard Widgets UserYYY

Dashboard Template ManagerYYYYY

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The first time the Dashboard tab is opened in a Module, a Dashboard Wizard appears prompting the user users to select a Dashboard from the available Templates.   These These Templates are created by Administrators or a user with the necessary relevant permissions.   These Templates are can then copied by people be utilised by all end-users to create their very their  own Dashboards. Once the Dashboard is created, it can be edited to display required results relative to that user.   Making changes to the Dashboard, will not alter in any way change the Template the Dashboard was copied from.

 If If there are no Templates created yet and the user has not added a Dashboard before, on first log in to the Dashboard tab, the user will be prompted to add create a new Dashboard when they open the Dashboard tab.  A user, with the necessary permissions, can create of their own Dashboard without the use of a Template and add the Widgets they need, permissions permitting. Refer to the 'Create Dashboards' section in this User Guide for more details.

The table below lists the Widgets available to add to a Dashboard.   These are the very same Widgets an Administrator will can use to create the Templates. Refer to the Widget descriptions within the system for a detailed explanation.

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Dashboards can be created by either utilising an existing Dashboard Template created by an Administrator or by creating a new one.

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  1. Click the 'Dashboard' tab 



  2. The Dashboard Wizard opens displaying a list of available Templates.
    1. The General Dashboard/ Default will always be available
    2. Additional options may be available if they have been created in your systemTemplates created by an Administrator will be available
    3. If no Templates exist, refer to 'Create a New Dashboard' below



  3. Select the required Dashboard(s) from the list
  4. Click 'Create selected Dashboards'
  5. Lucidity Software will create the selected Dashboards and populate the Widgets




More than 1 Template can be added and used for different purposes. If a new Template needs to be added, it can be done so using the Dashboard Template Wizard. From the Dashboards tab:

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  1. Enter a name and description for the Dashboard



  2. Click 'Save'
  3. Generic and module specific Widgets will be available. Click on the grey bar to view options
    1. Generic Widgets are available in all Lucidity Software Modules that support Dashboards
    2. Module specific Widgets are based on the module currently being used
    3. A combination of generic and module specific Widgets can be added to a single Dashboard
    4. Review the descriptions for an explanation of each Widget
  4. Select the required Widgets for the new Dashboard



  5. Click 'Save'
  6. The new Dashboard will be created. Click 'Open Dashboard' to view



  7. The new Dashboard will be displayed

Info
titleView Multiple Dashboards

The Default Dashboard (if selected) or 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.

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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
Note
titleModifying Dashboard Templates
Modifying a Dashboard that was created from a Template has no effect on the Template or other users of the Template. If changes need to be made to the Template, a system administrator will need to be advised.


Adding Widgets

Tip
titleVideo

Shared Features: Adding Widgets

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  1. Generic and module specific Widgets will be available. Click on the grey bar to view options
    1. Generic Widgets are available in all Lucidity Software Modules that support Dashboards
    2. Module specific Widgets are based on the module currently being used
    3. A combination of generic and module specific Widgets can be added to a single Dashboard
    4. Review the descriptions for an explanation of each Widget
  2. Select the required Widgets for the Dashboard



  3. Click 'Save'
  4. The Widget will be added to the Dashboard at the bottom left hand column

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Once Widgets have been added, they can be edited or configured to display specific information. Widgets will always generally default to show all information that the user has access to for the specific item. Therefore, configuring Widgets to display particular Divisions, date ranges, titles or display formats etc can be very handyuseful.

From the Widget:

  1. Click the Actions button on the top right of the Widget to activate the drop-down menu
  2. Click 'Edit'



  3. The Edit screen will open. The configuration options available will depend on the Widget being edited. 
    1. In this example, the Data Source has been changed and a specific Division has been selected

  4. Click 'Save'
  5. The updates to the Widget will be displayed. Note the changes in this example compared to the original pie chart display in step 2.

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  1. Hovering over the item in the legend highlights the specific section in the graph



  2. Clicking on an item in the legends hides it from the graph. It will appear greyed out in the legend. This can be done to several items in the legend at once.



  3. Clicking on greyed out item in the legend will return it's display status to normal. Alternatively, the default display will return next time the Dashboard page is opened.

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.

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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

New section coming soon!

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