A dashboard is comprised of groupings of data, known as gadgets, each of which is designed to communicate specific information. Dashboards are highly configurable, allowing you to search for and display the information you need on a day-to-day basis and during an incident.
Any user can create a personal dashboard. If you are an administrator, you also have the option to create a division dashboard.
To include client list and client summary gadgets in your dashboard, you must add the appropriate filters to your system. If you are new to dashboards and gadgets, review the Dashboard Elements topics.
When you add a brand new board, it automatically includes placeholders for gadgets. The easiest way to add a gadget is to click the link in the placeholder. In addition, you can add a gadget using the Configure feature.
Use this set of procedures to build a dashboard from scratch. If you want to start with an existing board, refer to Copy a Dashboard.
You may also want to change your new dashboard's layout.
To add a dashboard
- Click the Dashboard tab.
- Click Configure and then Add Personal Dashboard or Add Division Dashboard. The word New appears in the Current Dashboard field.
Add one or more of the following gadgets to the dashboard:
Gadget
Description
Incident
Shows all active incidents in the region or shows all active incidents related to the division (provider facility or mobile provider) you select.
Client List
Shows a list of clients that match the criteria in the search filter you select for the gadget.
Client Summary
Visual representation of clients that match the criteria in the search filter you select for the gadget. For this type, you also select how to group the data, how to sort it, and what format it should appear in.
Regional Client Summary
List of active clients in the region organized by triage category and the search filter you select for the gadget. For this type, you also select how to group the data.
- Click Save. The Save Dashboard window opens.
- Enter a Name for the dashboard.
- If appropriate, enter its Description.
- If you want to share the dashboard, set up sharing.
- Click Save.