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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 Dashboards 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 | ||||
| Dashboard Widgets User | Y | Y | Y | ||
| Dashboard Template Manager | Y | Y | Y | Y | Y |
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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
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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.
Please ensure that you have the correct administrative access to perform the required task. Your System Administrator can assist with this.
Can you use the Dashboard to drill down and view the associated records? For example, I have a pie chart which displays expired off-line inductions as a Need in Competency. If it's possible I'd like to be able to click the pie chart and it detail the associated Records.
That functionality is available in selected Lucidity InForm widgets only at the moment, and is in the process of being rolled out across all modules.
Accessing Dashboards based on metadata (eg: single organisation) - is that possible?
Dashboard Widgets can be filtered by Organisational Fields, User, Date and other information, so yes.
Is there any functionality that changes the colour of the graph if above/ below the target line?
Not at the moment.
Will the cross-module Dashboard/ Widget availability also allow for Dashboard Widgets to be displayed on the Intranet Dashboard? It would be terrific for our users to see key Widgets on their Intranet landing page.
Yes, that’s phase 2 of our plan, so will be available in a few months.
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TRAINING CHECKLIST
For a list of suggested topics to cover when providing training or doing self-paced learning for Shared Features within Lucidity Software refer to the Shared Features Training Checklist.
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