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On this page:
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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. |
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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
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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
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.
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