Who is this article for?

Administrators who want to learn how to use Dashboards.

Administrator permissions are required.

Dashboards provides at-a-glance views that organises and presents information in a way that is easy to read, showing a graphical presentation of the current and required statuses across several Lucidity software applications.

1. Dashboards

Dashboards are used to track key data points relevant to a business, department or specific process. Through the use of graphs, lists and tables, dashboards simplify complex data sets to provide users with at-a-glance awareness of current performance. Widgets are used to describe the variety of different items that can be added to a dashboard. Widgets display information that enables a user to perform a function or access a set of information and can be edited or filtered to only display certain information.

The dashboard and widgets functionality is available in several modules of Lucidity Software including:

• Lucidity Incident

• Lucidity InForm

• Lucidity Competency

• Lucidity Risk

Widgets can be shared between modules (excluding Lucidity Intranet) so Lucidity Incident details, for example, can be viewed from Lucidity Competency.

2. Dashboard access privileges

In most system configurations, those with a manager access role are typically given access to Dashboards. Administrators will also have access to Dashboard templates. Permissions for all Lucidity modules are set via Lucidity Access and are generally configured by the administrator.

2.1. Retaining System Integrity

3. Dashboard templates

Dashboard templates can be used to provide a starting point for users to access a pre-populated dashboard. Once a dashboard template has been selected by a user, they can be modified by the user with no effect on the template. Templates will be accessible by all users with dashboard functionality.

Administrators with appropriate permissions can access the dashboard template menu to create and modify templates from the dashboard selector:

A list of dashboard templates is displayed. All dashboard templates in the entire system will be listed, regardless of which administrator created them originally.

From here, administrators can:

• Create new templates

• Edit existing templates

• Delete templates

Managing templates is the same as managing dashboards, as outlined in the instructions above. The difference being they will be available to all end users.

3.1. Changes to Templates

Changes to templates are not applied retrospectively to users already utilising it. The changes will only be applied to any user that selects the template in the future. This ensures changes that users have made to their dashboard after selecting the template are not over-written. If changes need to be made to the template, a system administrator will need to be advised.

---

4. Further reading

• Managing widgets
• Creating, editing and managing Dashboards
• Navigating Dashboards and widgets