Page Comparison

Permissions for administrators for all Lucidity modules are set via Lucidity Access and are generally configured by the System Administratorsystem administrator. A typical set of Permissions permissions for Dashboards dashboards would be: 

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The first time the Dashboard tab is opened in a Modulemodule, a Dashboard Wizard appears prompting users to select a Dashboard dashboard from the available Templatestemplates. These Templates templates are created by Administrators administrators with relevant permissions. Templates can then be utilised by all end-users to create their  own Dashboardsdashboards. Once the Dashboard dashboard is created, it can be edited to display required results. Making changes to the Dashboarddashboard, will not change the Template template the Dashboard dashboard was copied from.

If there are no Templates templates created, on first log in to the Dashboard dashboard tab, the user will be prompted to create a new Dashboard dashboard of their own without the use of a Template, permissions permitting. Refer to the 'Create Dashboards' section in this User Guide for more details.

The table below lists the Widgets widgets available to add to a Dashboarddashboard. These are the very same Widgets widgets an Administrator administrator can use to create Templatestemplates. Refer to the Widget widget descriptions within the system for a detailed explanation.

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Dashboards can be created by either utilising an existing Dashboard Template created by an Administrator administrator or by creating a new one.

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1. Click the 'Dashboard' tab 
   
   
   
   
2. The Dashboard Wizard opens displaying a list of available Templatestemplates.
   1. Templates created by an Administrator administrator will be available
   2. If no Templates templates exist, refer to 'Create a New Dashboard' below
      
      
      
      
3. Select the required Dashboarddashboard(s) from the list
4. Click 'Create selected Dashboards'
5. Lucidity Software will create the selected Dashboards dashboards and populate the Widgetswidgets
   
   
   
   

More than 1 Template template can be added and used for different purposes. If a new Template template needs to be added, it can be done so using the Dashboard Template Wizard. From the Dashboards tab:

1. Click the Dashboard dashboard title to the top left of the screen
   
   
2. Click 'Dashboard Template Wizard' 
3. Follow steps 2-5 above to add the required Dashboard Templatesdashboard templates
   
   

Create a New Dashboard

Creating a new Dashboard dashboard can be done either at the initial Dashboard dashboard creation stage or any time after. 

From the initial Dashboard Wizarddashboard wizard, select 'No thanks - I will create my own'

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From the Dashboard dashboard selector, click 'Add New Dashboard'

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 Either option will lead to the create new Dashboard dashboard screen. From here:

1. Enter a name and description for the Dashboarddashboard
   
   
   
   
2. Click 'Save'
3. Generic and module specific Widgets widgets will be available. Click on the grey bar to view options
   
   1. Generic Widgets widgets are available in all Lucidity Software Modules  modules that support Dashboardsdashboards
   2. Module specific Widgets widgets are based on the module currently being used
   3. A combination of generic and module specific Widgets widgets can be added to a single Dashboarddashboard
   4. Review the descriptions for an explanation of each Widgetwidget
4. Select the required Widgets widgets for the new Dashboarddashboard
   
   
   
   
5. Click 'Save'
6. The new Dashboard dashboard will be created. Click 'Open Dashboard' to view
   
   
   
   
7. The new Dashboard dashboard will be displayed
   
   

Adding Widgets widgets to an existing Dashboard dashboard can be done from either:

1. The Dashboard dashboard itself by clicking 'Add New Widget' in the top right of screen
   
   
   
   
2. Or from the List Dashboards page and clicking 'Add New Widget' 
   
   

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1. Generic and module specific Widgets widgets will be available. Click on the grey bar to view options
   
   1. Generic Widgets widgets are available in all Lucidity Software Modules that support Dashboardsdashboards
   2. Module specific Widgets widgets are based on the module currently being used
   3. A combination of generic and module specific Widgets widgets can be added to a single Dashboarddashboard
   4. Review the descriptions for an explanation of each Widgetwidget
2. Select the required Widgets widgets for the Dashboarddashboard
   
   
   
   
3. Click 'Save'
4. The Widget widget will be added to the Dashboard dashboard at the bottom left hand column

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Once Widgets widgets have been added, they can be edited or configured to display specific information. Widgets will generally default to show all information that the user has access to for the specific item. Therefore, configuring Widgets widgets to display particular Divisionsdivisions, date ranges, titles or display formats etc can be very useful.

From the Widgetwidget:

1. Click the Actions actions button on the top right of the Widget widget to activate the drop-down menu
2. Click 'Edit'
   
   
   
   
3. The Edit edit screen will open. The configuration options available will depend on the Widget widget being edited. 
   
   1. In this example, the Data Source data source has been changed and a specific Division division has been selected
      
      
4. Click 'Save'
5. The updates to the Widget widget will be displayed. Note the changes in this example compared to the original pie chart display in step 2.
   
   

Temporarily Change Widget Display

Data in a Widget widget can be temporarily highlighted or modified by hovering over or clicking items in the legend. There are several options:

1. Hovering over the item in the legend highlights the specific section in the graph
   
   
   
   
2. Clicking on an item in the legends hides it from the graph. It will appear greyed out in the legend. This can be done to several items in the legend at once.
   
   
   
   
3. Clicking on greyed out item in the legend will return it's display status to normal. Alternatively, the default display will return next time the Dashboard dashboard page is opened.
   
   

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Widgets can be moved within a Dashboard dashboard by simply clicking in the heading bar of the Widget widget and dragging and dropping to the desired location. A dotted line is displayed to indicate where the Widget widget is going to be moved to.

Copy, Delete and Refresh Widgets

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Options are provided to allow Widgets widgets to be copied, refreshed and deleted for ease of management.  

To copy a Widgetwidget, select Actions > Copy. The new copy of the Widget widget will be an exact copy of the original including any filters or other settings. It can then be modified with different filter settings to act as a comparison.

To delete a Widgetwidget, select Actions > Delete. Deleting a Widget widget that was added through a Template template has no effect on the Templatetemplate.

To refresh a Widgetwidget, click the refresh  icon to the left of the Actions actions button for the Widgetwidget. This refreshes the Widget widget with the most recent data.

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Most Widgets widgets can be published to Excel or downloaded as a JPEG. From the Widgetwidget:

1. Click the Actions actions button at the top right of the Widget to activate the drop-down list
2. Select Excel or Download
   
   
   
   1. The Excel option provides a list report of the data within the Widgetwidget
      
      
      
      
   2. The download option provides an image of the Widget widget as a JPEG
      
      
      
      

Dashboard Templates templates can be used to provide a starting point for users to access a pre-populated Dashboarddashboard. Once a Dashboard Template dashboard template has been selected by a user, they can be modified by the user with no effect on the Templatetemplate. Templates will be accessible by all users with Dashboard dashboard functionality.

Administrators with appropriate permissions can access the Dashboard Template dashboard template menu to create and modify Templates templates from the Dashboard dashboard selector:

A list of Dashboard Templates dashboard templates is displayed.

From here, administrators can:

• Create new Templatestemplates
• Edit existing Templatestemplates
• Delete Templatestemplates

Managing Templates templates is the same as managing Dashboardsdashboards, as outlined in the instructions above. The difference being they will be available to all end users.

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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 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 system administrator can assist with this.

Can you use the Dashboard 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 need in Competency. If it's possible I'd like to be able to click the pie chart and it detail the associated Recordsrecords.

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 dashboards based on metadata (eg: single organisation) - is that possible?

Dashboard Widgets widgets can be filtered by Organisational Fieldsorganisational fields, Useruser, Date date and other information, so yes.

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Not at the moment.

Will the cross-module Dashboarddashboard/ Widget widget availability also allow for Dashboard Widgets dashboard widgets to be displayed on the Intranet Dashboard? It would be terrific for our users to see key Widgets widgets on their Intranet landing page.

Yes, that’s phase 2 of our plan , so will be available in a few months. and we hope to have this available soon.