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Dashboards

The Dashboard system is utilised to present data associated with the system, displaying information through graphs and charts. It is capable of showing both real-time and historical data, which is helpful for identifying trends over time. The System Dashboard can be configured to suit the specific information you wish to display. There are numerous advantages to using the System Dashboard, including measuring efficiency, identifying recurring issues, tracking learner progress, and monitoring compliance statuses across various areas.

To access System Dashboards:

1. On the left column, click Dashboard.
2. You can access all of your Dashboards by clicking More and selecting from the dropdown.

To add a new Dashboard:

1. Click New.
2. Enter the Name and Description.
3. Select if you want the Dashboard to be private or public.
4. If you select private, the Dashboard will only be visible to you.
5. If you select public, the Dashboard will be visible to all users on the system.

Pinning a Dashboard makes it easily accessible from any other dashboard, as the dashboard title will appear beside the More dropdown button.

To Pin a Dashboard:

1. Click More.
2. Click Pin beside the Dashboard you want to pin.

To Edit a Dashboard:

1. Click More.
2. Click Edit beside the Dashboard you want to edit.
3. Here, you can edit the title, description and visibility.
4. When you have finished editing, click Save Changes.

The Chart Guide provides an overview of the types of charts you can create. These examples offer a clearer, more visual understanding of the charts and the data they can display. You can select examples for specific modules by clicking on ‘Specific Modules’ and choosing the module(s) from the dropdown menu.

You can print a copy of the Dashboard page by clicking Print at the top of the page.

To change the order of charts and graphs:

1. Click Unlock at the top of the page.
2. When you have finished moving the charts, click Lock at the top of the page.

You can customise the Dashboard by creating different types of charts, such as a normal chart, a map, a heat map a calendar or a tile.

When creating a chart, you will see a preview of what the chart will look like at the top of the page, along with the filters available for that chart.

Normal Chart:

A Normal Chart will display the data you select from the dropdown options when adding the chart. You can customise the appearance by choosing the chart type that best represents the data you have selected.

To Add a Normal Chart:

1. Click New Chart at the top right corner of the page.
2. Select Normal from the options.
3. Enter the title.
4. Choose the type from the dropdown options.
5. Enter the description into the text box.
6. In the Datasets section, select My Modules or My Digitised Forms.

If you Select Modules

You can choose what to count from the dropdown options and decide how to group the data. For example, if you want to count subcontractors by status, this will display the compliance status of the subcontractors within the system.

If you Select Digitised Forms

The chart will appear on your System Dashboard and display the information specific to the digitised form you have chosen.

Map:

Maps are used to visually pinpoint the location of specific data on the system:

To Add a Map:

1. Click New Chart.
2. Select Map from the options.
3. Enter the title and description.
4. Choose the type of map you want to create – Draw, Satellite or Heatmap.
5. Draw will display a number of records contained within a given entity according to its location.
6. Satellite will display the exact location of the records selected by an entity.
7. A Heatmap will display the exact location of the records selected by an entity.
8. When you have selected a type, the Datasets section will appear.
9. Here, you can choose what you want to count and which country you want to be shown.
10. When you have finished creating your map, the data you want to count will be highlighted on the map.

Heat Maps

Heat Maps are used to represent the different locations of accidents and incidents that have been documented on the system.

To Add a Heat Map:

1. Go to Dashboard on the left column.
2. Click New Chart.
3. Select Map from the options.
4. Enter the title and description of the heat map.
5. Select Heat Maps from the options.
6. Select from the dropdown options what you want to display on the map.
7. Select the location you want to show on the map.
8. Select Where Occurred or Where Reported. Depending on the option you select, it will appear on the map where the accidents have occurred or location they were reported.
9. Click Save Changes.

Calendars:

Calendars are used to show data that has occurred on specific dates.

To Add a Calendar:

1. Click New Chart.
2. Enter the title and description.
3. In the Datasets section, select the data you would like to count. This will then show on the calendar.

Tile:

Tiles are used to show the figures of specific data that has been selected.

1. Click New Chart.
2. Select Calendar from the options.
3. Enter the title and description.
4. In the Datasets section, select what you would like to count.
5. Choose if you want to count something specific from the dropdown options.
6. Select which colour you want the tile to be.
7. Click Save Changes.

When you have created charts, you have the option to filter what you want a chart to show by clicking the Filters button on the top right corner of the chart. Enter the specific dates you want the chart to show and choose from the dropdown options.

If you want to edit a chart, click Edit in the top right corner of the chart. Here, you can change the title, description and type. When you have finished editing, click Save Changes.

To delete a chart, go to the top right corner and click Remove. Note that this will permanently delete the chart and it cannot be recovered.