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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 |
NAVIGATION
The first time the Dashboard tab is opened in a Module, a Dashboard Wizard appears prompting users to select a Dashboard from the available Templates. These Templates are created by Administrators with relevant permissions. Templates can then be utilised by all end-users to create their own Dashboards. Once the Dashboard is created, it can be edited to display required results. Making changes to the Dashboard, will not change the Template the Dashboard was copied from.
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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. |
CREATE DASHBOARDS
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Shared Features: Create Dashboards
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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.
Create a Dashboard from a Template
From the relevant Lucidity Software module:
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- Click the Dashboard title to the top left of the screen
- Click 'Dashboard Template Wizard'
- Follow steps 2-5 above to add the required Dashboard Templates
Create a New Dashboard
Creating a new Dashboard can be done either at the initial Dashboard creation stage or any time after.
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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
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Shared Features: Edit, Delete and Publish Dashboards
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Edit Dashboards
To change the name or description of a Dashboard, from the Dashboards tab:
- Click the Dashboard selector
- Click 'List My Dashboards'
- Click 'Edit' to the far right of screen
- Make changes to the name and description of the Dashboard as required
- Click 'Save'
Delete Dashboards
To delete a Dashboard, from the Dashboards tab:
- Click the Dashboard selector
- Click 'List My Dashboards'
- Click the Actions button at the far right of screen to activate the drop-down menu
- Click 'Delete'
- The Dashboard will be deleted
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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:
- Click 'Actions' on the far right of the Dashboard
- Click 'Print'
- 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
Adding Widgets
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- Generic and module specific Widgets will be available. Click on the grey bar to view options
- Generic Widgets are available in all Lucidity Software Modules that support Dashboards
- Module specific Widgets are based on the module currently being used
- A combination of generic and module specific Widgets can be added to a single Dashboard
- Review the descriptions for an explanation of each Widget
- Select the required Widgets for the Dashboard
- Click 'Save'
- The Widget will be added to the Dashboard at the bottom left hand column
Edit and Configure Widgets
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Shared Features: Edit and Configure Widgets
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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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Move Widgets
Widgets can be moved within a Dashboard by simply clicking in the heading bar of the Widget and dragging and dropping to the desired location. A dotted line is displayed to indicate where the Widget is going to be moved to.
Copy, Delete and Refresh Widgets
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Shared Features: Copy, Delete and Refresh Widgets
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Widgets refresh automatically approximately every 10 minutes. To see when a Widget was last refreshed, hover the mouse over the refresh button on the Widget. A popup will indicate when the update occurred.
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Publish Widgets
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Shared Features: Publish Widgets
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- Click the Actions button at the top right of the Widget to activate the drop-down list
- Select Excel or Download
- The Excel option provides a list report of the data within the Widget
- The download option provides an image of the Widget as a JPEG
- The Excel option provides a list report of the data within the Widget
DASHBOARD TEMPLATES
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Shared Features: Dashboard Templates
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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.
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