Creating a New Dashboard

Video Training for Creating a New Management Dashboard

When you create a new dashboard, you are not creating from scratch. Rather, you are configuring how the new dashboard will display by selecting from configuration options in the New Dashboard screen.

To configure a new management dashboard:

1. Go to Reports > Management Dashboards.
   
   The Management Dashboard screen displays similar to the one below.
   
   
   
2. Click the NEW DASHBOARD button.
   
   The New Dashboard screen displays.  All tabs with an asterisk are required for dashboard creation.
   
   
   
3. In the Dashboard Name field, enter a name for the new dashboard.
4. From the Dashboard Type drop-down list, select the type of dashboard you want to create.
   
   
   
   Action Plan Dashboard - displays the data for action plan items that are days overdue, action plans coming due, and currently due. For a detailed description of this dashboard, see Action Plan Dashboard.
   
   Audit Approval Dashboard - displays data for the Audit Approval Results 2.0 feature. For a detailed description of this dashboard, see Audit Approval Dashboard.
   
   Auditor Dashboard - displays data for audit companies and auditors conducting the audits, such as counts, scoring averages, average audit duration, ratings, and types of audits. For a detailed description of this dashboard, see Auditor Dashboard.
   
   CAM Approval Dashboard - displays corrective action plan approval information related to approval steps and durations by location. For a detailed description of this dashboard, see CAM Approval Dashboard.
   
   CAM Dashboard - displays data for corrective action plans, such as days overdue, coming due, and due for action plan items.
   
   CAM Plan and Approval Dashboard - displays features of the CAM Approval and the CAM Dashboards providing an improved view of CAM items. For a detailed description of this dashboard, see CAM Plan and Approval Dashboard.
   
   Location Dashboard - enables you to select a location, then subsequently view audit result data across locations for a given date range. For a detailed description of this dashboard, see Location Dashboard.
   
   Non-Compliance Dashboard - displays the data for non-compliant response counts and percentages at varying levels of view, such as audit form, audit type, report category, and audit category. For a detailed description of this dashboard, see Non-Compliance Dashboard.
   
   Rating Dashboard - displays information about audit result trends. It can be filtered to display by Management or Category, then can be further filtered to display by audit type, audit form, report category and audit category. For a detailed description of this dashboard, see Ratings Dashboard.
   
   Scoring Dashboard - displays the overall percentage score trends based on the management hierarchy and location level. For a detailed description of this dashboard, see Scoring Dashboard.
   
   Scoring for Report Category Dashboard - displays Report Category scores and their associated drill-down options. For a detailed description of this dashboard, see Scoring For Report Category Dashboard.
   
5. In the Description field, enter a description for the new dashboard.
6. From the Roles tab, select all the available Roles you wish to display in the dashboard, then click the ADD button. (required)
   
   Roles Tab
   
   
   
   Roles Tab with Selected Roles
   
   
   
   Roles Tab with Added Roles
   
   
   
7. Select the Audit Types tab. (required)
8. Using the same method of selection you used for the Roles tab, select the Audit Types to include in the dashboard.
9. Select the Dates tab. (required)
   
   The Dates tab displays. The default date range selected always displays in the orange box at the bottom of the tab. Currently, it shows the current date for the date range—17 May 2016 - 17 May 2016.
   
   
   
10. Select the date range you want to display for the dashboard.
    
    As you select different date options, the date range is modified according to your selection so you can validate the date range.
    
    
    
    
    
    
    
11. Select the Management tab. (required)
    
    The Management tab displays your current management tree.
    
    
    

12. Select the management hierarchy you want to include in your dashboard.
    
    You can only have one branch of a management hierarchy included in the dashboard. Once selected, the other branches are unavailable for selection.
    
    
    

13. Select the Forms tab. (optional)

14. Add the forms that you want to include in the dashboard. If you don't select any forms, it will default the display to show all forms.

15. Click SAVE AND VIEW.
    
    
    
    The dashboard you configured displays.
    
    

For more information on dashboard navigation, see Dashboard Navigation.

For more information on how to drill down and view the specific data for each standard dashboard, see Standard Dashboards.