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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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Yes, that’s phase 2 of our plan, so will be available in a few months.
TRAINING CHECKLIST
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