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

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


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 Wocken,

Documents

dashboard speaker survey

changes speaker survey

chart report speaker

report writer speaker

larger screens speaker

open details speaker

itconnect15additional

itconnect15inventory