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

dashboard speaker survey

changes speaker survey

chart report speaker

report writer speaker

larger screens speaker

open details speaker

itconnect15additional

itconnect15inventory