Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 What You Can Do with the Dashboard Greg...

Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15

What You Can Do with the DashboardGreg Wocken, Application Support Specialist

Agenda

• Why use the dashboard?• How to configure the dashboard for maximum usability• The best tools and widgets for your dashboard

Why Use the Dashboard?

• Fast information• Quick links• Receive

notifications

Adding Widgets

• Select checkboxes• Drag to position

Save Layout

• Link appears only after you make changes

Analytical Chart Widgets

• Add-on• Built within Report Writer

Creating a Basic Analytical Chart

• Different types of charts have different options

Preview Report Results

• Ensure the report is how you want it to appear on the Dashboard

Save the Report

• Use a descriptive name

Configuring Columns

• Can provide more space for larger widget content• Can adjust sizes for smaller or larger screens

How to Configure the Dashboard

• Drag-and-drop• Select and deselect

widgets• Remember to save

Moving Widgets

• Drag and drop

Collapsing Widgets

Adding a Chart Report

Full Report Features

Additional Widgets: Event Calendar

• Require the optional Scheduler module• Event Calendar summary• Select views• Click to open details

Additional Widgets: Event Calendar

Select a view

View daily eventsView daily runs

Inventory Widgets: Facts

• Based on Inventory module data• Also available on Inventory dashboard• Links to Inventory records

Available Widgets: Inventory

• Allocations Due Today• Inventory Snapshot• Items About to Expire• Items Whose Warranty Is About

to Expire• Overdue Allocations• Recently Created Items• Recently Created Maintenance• Recently Created Products

• Recently Retired Items• Recently Viewed Items• Recently Viewed Maintenance• Recently Viewed Products• Recently Viewed Sites• Selected Maintenance Repair

Statuses• Upcoming Maintenance• Weather

QA/QI Widgets: Facts

• Rescue Bridge only: for EMS incidents• Require optional QA/QI module• Function similar to other module-specific widgets

Available Widgets: QA/QI

• All Recently Assigned Incidents• My Open Reviews by Due Date• My Recently Assigned Incidents• My Recently Viewed Reviews• QA/QI Messages Inbox

Focus: QA/QI Messages Inbox

• Change view for more or fewer messages• Open message, Inbox or an email to the originator

Questions?

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 What You Can Do with the Dashboard Greg...

Documents

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