Dashboards
The Dashboard system is used to represent data that is linked to the system and conveys the information in the form of graphs and charts. This can show specific data in real time as well as past data, this is beneficial as it can show trends over time. You can configure the System Dashboard to suit the information you want to display. There are many benefits to utilising the System Dashboard, for example: Measure efficiency, identify recurring issues over time, track learner progress and view compliance statuses on multiple items.
To access System Dashboards:
- On the left column, click 'Dashboard'.
- You can access all of your Dashboards by clicking ‘More’ and selecting from the dropdown.
To add a new Dashboard:
- Click ‘+New’.
- Enter the Name and Description.
- Select if you want the Dashboard to be private or public.
- If you select private, the Dashboard will only be visible to you.
- If you select public, the Dashboard will be visible to all users on the system.
Pinning a Dashboard will make it easily accessible from any other dashboard, as it it will show beside the 'More' dropdown button.
To Pin a Dashboard:
- Click ‘More’.
- Click ‘Pin’ beside the Dashboard you want to pin.
To Edit a Dashboard:
- Click ‘More’.
- Click ‘Edit’ beside the Dashboard you want to edit.
- Here, you can edit the title, description and visibility.
- When you have finished editing, click ‘Save Changes’.
The Chart Guide will show a guide on the type of charts that you can create. You can use these examples to give you a more visual understanding on charts and what they can display. You can select module examples by clicking ‘Specific Modules’ and selecting the Module(s) from the dropdown options.
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:
- Click ‘Unlock’ at the top of the page.
- When you have finished moving the charts, click ‘Lock’.
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 you are creating a chart, you will be able to see an example of what the chart will look like at the top of the page, as well as the filters that will be available for the chart.
Normal Chart:
A Normal Chart will show the data you select from the dropdown options when adding the chart. You can choose how you want the chart to look by selecting the type and deciding which chart best represents the data you have selected.
- Click ‘+New Chart’.
- Enter the title.
- Choose the type from the dropdown options.
- Enter the description into the text box.
- In the Datasets section, you can select ‘My Modules’ or ‘My Digitised Forms’.
- For Modules, you can choose what you want to count from the dropdown options and how you want to group the data. For example, if you want to count Subcontractors by Status, this will show the compliance status of the Subcontractors on the system.
- For Digitised Forms, select the Module and the Form from the dropdown options, select the form Version and the Question.
- The chart will show on your system Dashboard and will display the information you have selected.
Map:
Maps are used to visually pinpoint the location of specific data on the system:
- Click ‘+New Chart’.
- Enter the title and description.
- Choose the type of map you want to create – Draw, Satellite or Heatmap.
- Draw will show a number of records contained in a given entity according to its location.
- Satellite will show the exact location of the records selected by an entity.
- A heatmap will show the exact location of the records selected by an entity.
- When you have selected a type, the Datasets section will appear.
- Here, you can choose what you want to count and which country you want to be shown.
- When you have finished creating your map, the data you want to count will be highlighted on the map.
How Do I Create a Heat Map?
Heat Maps can be used to represent the different locations of accidents and incidents that have been documented on the system.
To add a heat map to the system dashboard:
- Go to ‘Dashboard’ on the left column.
- Click ‘+New Chart’.
- Select ‘Map’.
- Enter the title and description of the heat map.
- Select ‘Heat maps’ from the options.
- Select from the dropdown options what you want to show on the map.
- Select the location you want to show on the map.
- Select ‘Where Occurred’ or ‘Where Reported’. Depending on the option you select, it will show on the map where the accidents have occurred or location they were reported.
- Click ‘Save Changes’.
- The heat map will now be applied to the system dashboard.
Calendar:
Calendars are used to show data that has occurred on specific dates.
- Click ‘+New Chart’.
- Enter the title and description.
- 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.
- Click ‘+New Chart’.
- Enter the title and description.
- In the Datasets section, select what you would like to count.
- Choose if you want to count something specific from the dropdown options.
- Select which colour you want the tile to be.
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.