Executive Dashboard

The additional Executive Dashboard module (also known as KPI's or Key Performance Indicators) is used to set up a personal set of graphs for at-a-glance review of key statistics. When the Tab is first opened or when you reload the current page, WebTMA polls current values to update the graphs. You have the option to designate Tabs for auto-refresh as well. See Refresh Frequency below for details. When your organization purchases this module, users with proper authority can create graphic Dashboard controls from My Dashboard.

Refresh Frequency

RelNotes_TabManager.png

Path: Action Menu > Manage Tabs

Use the Tab Manager flyout to select the Tabs you want to auto-refresh. The refresh frequency is five (5) minutes. Future development will allow you better control of the refresh rate frequency.

Grant Dashboard Privileges

The WebTMA System Administrator creates Tabs and Controls from the My Dashboard Action Menu, they also determine who has access to specific Tabs, the Controls on those Tabs, and who can create Controls. The Tabs are created from My Dashboard, and they are added automatically to the list of Tabs on the Dashboard Access Configuration window. The next topic, How to Configure Dashboard, outlines how to assign access to Users and Groups.

REMINDER: Permission to Add or Edit My Dashboard is granted from User Management > Records / Window Access→File–My Dashboard. This also applies to User Management > Groups / Window Access.

How to Configure Dashboard

Path: Admin > Dashboard Access Configuration

Typically, the WebTMA System Administrator is the person who creates the Tabs and Controls as well as assigns them to Users and Groups. Note that if User settings are different from Group settings, the sequence on the User record takes precedence.

The Dashboard Access Configuration window is automatically updated with each Tab as they are created from My Dashboard.

On the Dashboard Access Configuration window:

  1. Locate the Tab to be modified.
  2. Select Edit.
  3. Choose the Add Users or Add Groups link on the Users or Groups Section.
  4. Select Users or Groups on the flyout.
  5. Choose the Add Selected button on the flyout.
  6. Mark the check boxes for View or Edit for Users. Groups include Default Visibility or Default Order. See the definitions below.
  7. Select Save on the WebTMA toolbar.

Default Visibility The Groups Section Default Visibility check box determines if the Tab appears the first time a User logs in after receiving access. If the Group does not have permission to edit My Dashboard, mark the Default Visibility check box. If the Group has Edit access, set the Default Visibility based on the importance of the information on the Tab. In other words, mark the check box for Tabs with high-priority information.

Default Order Group access requires a setting in the Default Order field. Enter a sequence number in this field to identify the order of appearance of the Tab on My Dashboard.

 

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