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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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Only the Dashboard Template Manager has the permission to manage Dashboard Templates. It is recommended that the number of Dashboard Template Managers per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new Master Data entered must follow. |
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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