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DASHBOARDS

INTRODUCTION

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.

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.

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

template, permissions permitting. Refer to the 'Create Dashboards' section in this

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.

Widget List

List of Risks Risk Action Activity Stream

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CREATE DASHBOARDS

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:

1. Click the 'Dashboard' tab 

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2. The Dashboard Wizard opens displaying a list of available

1. templates.

   1. Templates created by an

1. 1. administrator will be available

   2. If no

1. 1. templates exist, refer to 'Create a New Dashboard' below

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2. Select the required

1. dashboard(s) from the list

2. Click 'Create selected Dashboards'

3. Lucidity Software will create the selected

1. dashboards and populate the

1. widgets

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More than 1

template can be added and used for different purposes. If a new

template needs to be added, it can be done so using the Dashboard Template Wizard. From the Dashboards tab:

1. Click the

1. dashboard title to the top left of the screen

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2. Click 'Dashboard Template Wizard' 

3. Follow steps 2-5 above to add the required

1. dashboard templates

Create a New Dashboard

Creating a new

dashboard can be done either at the initial

dashboard creation stage or any time after. 

From the initial

dashboard wizard, select 'No thanks - I will create my own'

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OR

From the

dashboard selector, click 'Add New Dashboard'

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 Either option will lead to the create new

dashboard screen. From here:

1. Enter a name and description for the

1. dashboard

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2. Click 'Save'

3. Generic and module specific

1. widgets will be available. Click on the grey bar to view options

   1. Generic

1. 1. widgets are available in all Lucidity Software

1. 1.  modules that support

1. 1. dashboards

   2. Module specific

1. 1. widgets are based on the module currently being used

   2. A combination of generic and module specific

1. 1. widgets can be added to a single

1. 1. dashboard

   2. Review the descriptions for an explanation of each

1. 1. widget

2. Select the required

1. widgets for the new

1. dashboard

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2. Click 'Save'

3. The new

1. dashboard will be created. Click 'Open Dashboard' to view

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2. The new

1. dashboard will be displayed

EDIT, DELETE AND PUBLISH DASHBOARDS

Edit Dashboards

To change the name or description of a

dashboard, from the Dashboards tab:

1. Click the

1. dashboard selector

2. Click 'List My Dashboards'

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2. Click 'Edit' to the far right of screen

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2. Make changes to the name and description of the

1. dashboard as required

2. Click 'Save'

Delete Dashboards

To delete a

dashboard, from the Dashboards tab:

1. Click the

1. dashboard selector

2. Click 'List My Dashboards'

3. Click the

1. actions button at the far right of screen to activate the drop-down menu

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2. Click 'Delete'

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2. The

1. dashboard will be deleted

Publish Dashboards

An entire

dashboard can be published as a PDF document and then used as a reporting tool. From the Dashboards tab:

1. Click 'Actions' on the far right of the

1. dashboard

2. Click 'Print'

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2. The PDF will open and can now be saved.

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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

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

1. The dashboard itself by clicking 'Add New Widget' in the top right of screen

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2. Or from the List Dashboards page and clicking 'Add New Widget' 

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Either option will lead to the Add Widgets screen. From here:

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

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3. Click 'Save'

4. The widget will be added to the dashboard at the bottom left hand column

Edit and Configure Widgets

Once

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 to display particular

divisions, date ranges, titles or display formats etc can be very useful.

From the

widget:

1. Click the

1. actions button on the top right of the

1. widget to activate the drop-down menu

2. Click 'Edit'

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2. The

1. edit screen will open. The configuration options available will depend on the

1. widget being edited. 

   1. In this example, the

1. 1. data source has been changed and a specific

1. 1. division has been selected

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2. Click 'Save'

3. The updates to the

1. widget will be displayed. Note the changes in this example compared to the original pie chart display in step 2.

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Temporarily Change Widget Display

Data in a

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

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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.

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2. 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

1. dashboard page is opened.

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.

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Copy, Delete and Refresh Widgets

Options are provided to allow

widgets to be copied, refreshed and deleted for ease of management.  

To copy a

widget, select Actions > Copy. The new copy of the

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

widget, select Actions > Delete. Deleting a

widget that was added through a

template has no effect on the

template.

To refresh a

widget, click the refresh Image Modified icon to the left of the

actions button for the

widget. This refreshes the

widget with the most recent data.

Publish Widgets

Most

widgets can be published to Excel or downloaded as a JPEG. From the

widget:

1. Click the

1. actions button at the top right of the Widget to activate the drop-down list

2. Select Excel or Download

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   1. The Excel option provides a list report of the data within the

1. 1. widget

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   2. The download option provides an image of the

1. 1. widget as a JPEG

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DASHBOARD TEMPLATES

Dashboard

templates can be used to provide a starting point for users to access a pre-populated

dashboard. Once a

dashboard template has been selected by a user, they can be modified by the user with no effect on the

template. Templates will be accessible by all users with

dashboard functionality.

Administrators with appropriate permissions can access the

dashboard template menu to create and modify

templates from the

dashboard selector:

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A list of

dashboard templates is displayed. All dashboard templates in the entire system will be listed, regardless of which administrator created them originally.

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From here, administrators can:

• Create new

• templates

• Edit existing

• templates

• Delete

• templates

Managing

templates is the same as managing

dashboards, as outlined in the instructions above. The difference being they will be available to all end users.

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.

Please ensure that you have the correct administrative access to perform the required task. Your

system administrator can assist with this.

Can you use the

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 in Competency. If it's possible I'd like to be able to click the pie chart and it detail the associated

records.

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

Dashboard

widgets can be filtered by

organisational fields,

user,

date and other information, so yes.

Is there any functionality that changes the colour of the graph if above/ below the target line?

Not at the moment.

Will the cross-module

dashboard/

widget availability also allow for

dashboard widgets to be displayed on the Intranet Dashboard? It would be terrific for our users to see key

widgets on their Intranet landing page.

Yes, that’s phase 2 of our plan

and we hope to have this available soon.