Using the Advanced Dashboard

In the Business Intelligence menu, click Advanced Dashboard.

Setting Up the Dashboard

Using Indicator Cards to Monitor Intra-Organizational Benchmarks

Setting Up and Using a Map Indicator

Embedding a Web Page on the Dashboard

Viewing the Dashboard

Exporting Dashboard Indicators

About the User-Related Gadgets

Setting Up the Dashboard

  1. Click i_action_bar.gif to display the action bar. Unless you are editing the currently displayed view, select the view to edit or click New. You can only edit views that you created, but you can clone shared views to serve as a starting point.

  2. If you are editing an existing view, choose Actions»Add Indicator(s); if you are creating a new view, the Add Indicators selection window opens automatically. Select as many indicators as you wish for this dashboard view.

  3. To change the name of the dashboard view, choose Actions»Properties. If you have the appropriate permissions, you can share the dashboard with all Cority users or with those in specific roles.

  4. If you have appropriate permissions, you can make a shared dashboard available to users to add to their My Favorites menu. To enable this, once you have created the dashboard choose Actions»Add dashboard to My Favorites Menu. From there you will need to enable it for display on your desired user’s menu configuration or profile’s menu configuration. If the dashboard is later deleted or made non-shared, it will be deleted from all users’ My Favorites to which it has been added. See Customizing Your Menu for information about adding a dashboard to My Favorites, or Managing Menu Configurations for information about adding to a user’s menu or profile.

  5. To filter all Data Cube and Query Builder indicators in this view by a GDDLOFB field, click i_filter.gif (beside the dashboard view name) and select the field(s) and the values that you want to filter data by. Note that any values you specify apply to your own view of the dashboard. If you save this view as a shared dashboard, other users who use this view can apply their own filter value but only the dashboard author (and users with dashboard admin permission) can add or remove the fields indicated.

  6. The GDDLOFB filter(s) will be applied to any Data Cube indicators that use the locations as dimensions regardless of whether they are specified as rows or columns in the Data Cube.

  7. Resize and rearrange the indicators as you wish. To resize, grab from the bottom right corner and drag to the desired size. To move an indicator, click near the top of it (when it turns into a multi-direction arrow) and drag to the desired location. If you resize an indicator that contains a table, the width of each table cells is resized proportionately.

  8. Indicator option icons are only visible when you hover over an indicator.

  9. Edit the contents of an indicator, or the title of a gadget or “other” type indicator, as desired:

  10. Only an administrator or the dashboard creator can edit or remove an indicator or gadget from a dashboard view.

  11. Click Save.

You can set up your Cority interface to use an Advanced Dashboard view as your home page; you must first select the view to use and pin it as the default view.
For more information, see Changing the Look of the Interface.

Using Indicator Cards to Monitor Intra-Organizational Benchmarks

Indicator Cards enable you to compare two Query Builder datasets or Data Cube metrics, for example to compare the safety incidents at a particular site to the safety incidents across the entire organization, over the same period.

If you have the Analytics suite, you can view comparisons between your data and the Bureau of Labor Statistics benchmark data (see Comparing Data Against BLS Benchmarks), or use the supporting queries to create indicator cards for your dashboard.

Query Builder reports must use the “Number Only” visual type; Data Cube views must have only one measure in the view. If a Data Cube view returns multiple values, the value at the bottom right of the Data Cube view will be used on the Indicator Card.

  1. Add an “Indicator Card” indicator (under the Other category) as described above. An empty indicator card is added to the view with two dashed rectangles; you can add a dataset or metric to each.

    BUS_dashboard_indicator_card_blank.gif
  2. Click in each rectangle to select the Query Builder dataset or Data Cube metric.

  3. After you add both elements, you are prompted to configure the upper and lower (above target and below target) bounds and assign the icons that will represent the possible states. For example, if the dataset or metric on the left is considered to be under-performing when the number is 10% below the target, you would make the lower bound 10% and assign the lower bound the red icon.

The default title for the Indicator Card is the name of the dataset or metric selected in the left rectangle, but you can change the title as explained above.

The icon and color indicates if the metric on the left is outperforming, average, or under-performing compared to the target, or if there is no data.

BUS_dashboard_indicator_card_data.gif

Setting Up and Using a Map Indicator

The map indicator allows you to view any records that have coordinates (such as environmental assets, safety incidents, employee locations or suppliers) plotted on a map. You will be able to click on each map pin to view the number of records at each. If the Query Builder report includes conditional formatting, the map pins will reflect the color as appropriate.

You can plot multiple Query Builder reports on a single map; these appear as separate layers.

To set up a map indicator:

  1. The Coordinates field must be added to the layout of the module you want to report on; these include the TreeMasterCode look-up table and the Equipment, Emissions Inventory Source Test Data, Incident, Event Report, and Documents. The Coordinates field may be imported (into a data table, not the TreeMasterCode look-up table) or populated manually in a record by clicking i_coordinates.png.

  2. Set up a Query Builder report that includes a Coordinates field, uses the Map chart type and is a published indicator. Optionally set up conditional formatting for value ranges.

  3. On the Advanced Dashboard:

Viewing data locations:

Click a pin to see a popup of the relevant data. If there is just one report associated with that location, the pop-up will list the report name. If there is more than one report, it will tell you how many there are. In either case, there will be a See More link.

BUS_dashboard_indicator_map_popup.png

To view the records for that location, click the See More link. The map opens in the full browser window, with the layers shown on the left. If the selected pin is associated with multiple layers, each is shown on a separate tab where you can click a record to open it in its module..

BUS_dashboard_indicator_map_layers.png

To close the Layers pane and show the map full-screen, click the X in the top right corner of the Layers pane.
To close the map and return to the dashboard, click the X in the top right corner of the map.

Click i_dashboard_map_layers.gif on the map to manage the layers: show or hide a layer, view its source, remove it, add a layer, or change the order of multiple layers.

Embedding a Web Page on the Dashboard

The Web Page indicator allows you to embed a web page on your dashboard. The website domain must be approved (“whitelisted”) by your organization (see Whitelisting Website Domains for Dashboard Use). If you set a URL that is not on your organization’s whitelist, the indicator will display an “Invalid URL” warning icon.

The web page must use one of the following URI schemes: http, https, or data. For the data URI scheme, only images can be displayed. For each of these schemes, the following are supported:

 

  1. Add a “Web Page” indicator (under the Other category) as described in Setting Up the Dashboard above and save the dashboard.

  2. Click on the indicator to enter the URL for the website that you want to display, then click Set.

  3. Resize the indicator as desired; the web page will resize to fit appropriately within the available space.

  4. Optionally edit the indicator title.

Viewing the Dashboard

When you drill down on an indicator, to retain the location you drilled to so that it opens at that level automatically for any user who opens the dashboard, save the dashboard. If the drill path is later modified in the Query Builder/Report Writer, the saved drill location will be cleared.

Exporting Dashboard Indicators

There are several options to save charts or tables for external use:

Gadgets are not included in an export.
If a chart is defined with a drill path, the exported chart is displayed at the top grouping level.
Excel has a maximum worksheet length of 31 characters - any indicator names that exceed this length will be truncated when exported to Excel.

If you need to export the dashboard regularly, set up the export in the Report Scheduler (see Scheduling Reports).

Click i_print.gif when you are ready to print.

About the User-Related Gadgets

The following “gadgets” are available for use in Advanced Dashboard views:

Assigned To Me

Lists all outstanding corrective actions, pending incident investigations, metrics and questionnaires that have not yet been completed, Quality tasks (such as nonconformances, complaints, CAPAs, FMEAs), change requests, equipment due for calibration/testing/inspection, and due/upcoming/overdue inspections and surveys. Edit the indicator to exclude any of these types. The icons are shaded green for records due in the future, yellow for records currently due, and orange for overdue records.

Calendar View

View up to five calendar views that your role has permission to view. The views are available in a dropdown box. Each view can be assigned a different color to help differentiate entries if you choose the default “View All” consolidated calendar view.

My Conversations

This is an instant messaging gadget to be used to quickly contact other users, for example, if you have a question about a particular workflow or record status.

The indicator displays the Cority users in your organization. Online users are displayed first, followed by offline users, and they are further ordered as follows: most recent to least recent unread message followed by most recent to least recent conversation.

Click a user to start a conversation with that person.

My Favorite Reports

Lists your favorite ten reports (those starred in the Reports or Query Builder list views) in the order you last used them, from most recent to least recent.

My Favorites

Lists the modules you identified as your “favorites” via Personalize this menu.

My Recently Reviewed Records

Lists the last ten records you viewed in the order that you viewed them, from the following modules only: Clinic Visit, Case, Incident, Event Reporting, Findings & Actions, Risk Assessments/JHA, Audits & Inspections, Monitoring (including Noise) and Surveys.

My Shortcuts

Can be configured to list shortcuts to various Cority workflows (new event, new clinic visit, new finding & action, new waste manifest, import monitoring samples, import respirator fit test results, import clinical testing results, etc.). Edit the indicator to select from the shortcuts provided.

My Views

Can be configured to list shortcuts to any standard, custom, virtual, or look-up table list view or Advanced Dashboard view that has been granted to your role. Views in this gadget display in your specified language.

. Click i_dashboard_indicator_settings00014.gif to select from the available views. Each shortcut can be assigned an icon and/or a color.

Note The gadget does not support the older Dashboard module views, or tab (sublist) views that are linked to a specific record (for example, the Injuries/Illnesses tab on a particular incident).

Safety Culture Score

Displays the Safety Culture Score for your organization (see Understanding the Safety Culture Score). This score is recalculated weekly.