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Table of Contents


Info
titleOverview
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 applications.


Tip
titleVideo

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

Tip
titleVideo

Shared Features: Dashboard Overview


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

Widgets can be shared between modules (excluding Lucidity Intranet) so Lucidity Incident details, for example, can be viewed from Lucidity Competency.

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 LEVELVIEW DASHBOARDSCREATE OWN DASHBOARDSMANAGE OWN DASHBOARDS AND WIDGETSCREATE DASHBOARD TEMPLATESMANAGE DASHBOARD TEMPLATES
Dashboard Read-Only Widgets UserY



Dashboard Widgets UserYYY

Dashboard Template ManagerYYYYY

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

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

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Lucidity Software  ModuleWidgetsSample Dashboard Template
Generic 
  • Actions
  • Link List
  • Overdue Actions

For more details on the Actions Dashboard, refer to the Actions User Guide

Lucidity Incident

Incident

  • Environmental Impacts
  • Hazard Source
  • Hazard Type
  • Incident by Work Activity
  • Incident Category
  • Incident Status
  • Incident with Actions Open
  • Issue Action Status
  • Issue Status
  • Issue Stream
  • Issues Awaiting Processing
  • Issues Awaiting Processing for all Users
  • Issues by Org Structure
  • Issues by Time
  • Issues List
  • KPIs by Project

Incident - Injury

  • Injury Agency Analysis
  • Injury Body Part Analysis
  • Injury Classification (Single View)
  • Injury Classification (Multiple View)
  • Injury Mechanism Analysis
  • Injury Nature Analysis
  • Task Performed Causing Injury (Single View)
  • Task Performed Causing Injury (Multiple View)

Incident - Labour Hours

  • Frequency Rates (Single Rates)
  • Frequency Rates (Multiple Rates)

Incident - Meetings/ Audits/ Inspections/ Reviews

  • Breakdown of Meeting/ Other
  • Incident Audit Finding Types
  • Meeting/ Other Action List
  • Meeting/ Other Activity

Incident - Non-conformance

  • Non-conformance Source
  • Non-conformance Source (by Business Structure)
Lucidity InForm
  • Completion Analysis by Form
  • Completion Analysis by Org Structure
  • Completion Analysis by Time
  • Form List
  • Overdue Actions
  • Results Analysis by Form
  • Results Analysis by Org Structure
  • Results Analysis by Time
  • Tiered Form List

Lucidity Competency
  • Needs/ Records by Capability
  • Needs/ Records by Organisation
  • Percent of Capability Completion
  • Record Status by Capability
  • Record Status by Organisation

Lucidity Risk
  • Comparative Distribution of Controlled Risks
  • Comparative Distribution of Uncontrolled Risks
  • Distribution of Controlled Risks
  • Distribution of Uncontrolled Risks
  • Frequency Matrix of Controlled Risks
  • Frequency Matrix of Uncontrolled Risks
  • List of Risks
  • Risk Action Activity Stream



CREATE DASHBOARDS

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Tip

CREATE DASHBOARDS

Shared Features: Create
Tip
titleVideo
title

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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.

Video

Shared Features: Create Dashboards


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

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  1. Generic and module specific widgets will be available. Click on the grey bar to view options
    1. Generic widgets are available in all Lucidity Software Modules that support dashboards
    2. Module specific widgets are based on the module currently being used
    3. A combination of generic and module specific widgets can be added to a single dashboard
    4. Review the descriptions for an explanation of each widget
  2. Select the required widgets for the dashboard



  3. Click 'Save'
  4. The widget will be added to the dashboard at the bottom left hand column


Info
titleWidget Sharing Between Modules

Widgets can be shared between modules (excluding Lucidity Intranet) which means details from any module can be viewed on any dashboard. For example, it may be desirable to have all dashboards in one place for ease of use. In Lucidity InForm, a dashboard for Incident, Competency, Risk AND InForm could be displayed to prevent having to switch between modules.

Image Added

Dashboard widget sharing is not currently available in Lucidity Intranet.


Edit and Configure Widgets

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