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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 applications. |
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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
Widgets can be shared between modules (excluding Lucidity Intranet) so Lucidity Incident details, for example, can be viewed from Lucidity Competency.
DASHBOARD ACCESS PRIVILEGES
In most system configurations, those with a manager access role are typically given access to Dashboards. Administrators will also have access to Dashboard templates. Permissions for all Lucidity modules are set via Lucidity Access and are generally configured by the administrator. Refer to the Access Roles page within the Lucidity Access user guide for more details.
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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. |
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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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Shared Features: Adding Widgets
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