How do I configure my Dashboard?

Every user has the ability to configure their Live Dashboard with the Widgets that meet their own needs. The available Widgets are:

• KPIs: Key performance indicators 
• Activity Feed: real-time updates on Care Worker activity
• Current Work Sessions: click on an icon  in the map to see Care Worker/Client information at a specific location: 
  
• Data Exploration Graphs: custom graphs amalgamating Client or Employee information.

Permissions

 The following ACLs are required for visibility of the Dashboard and its Widgets: 

• Dashboard>View the dashboard menu
• Dashboard>View the dashboard
• Workflow>View the map and track panels

Individual KPIs are ruled by their own ACLs.

Viewing/Removing/Editing Widgets in the Dashboard

The Live Dashboard is made up of Widgets.

The visible Widgets by default are:

KPIs
Activity Feed
Current Work Sessions

1. Toggle Configure Dashboard to ON.
   
   
2. For any visible Widget, click the  icon to configure and the  icon to remove it from the Dashboard.
   
   
   
   
3. When you click the  icon, you will get a dialogue where you can enter a custom title for the Widget.
   
   
   
   
4. Click and drag the  icon to reposition a Widget.
   
   

Adding a New Widget

1. Click +Add Widget.
   
   
   
   
2. In the resulting dialogue, select the Widget you would like to display and give it a Title.
   
   
   
   
3. If you select the KPIs Widget, you will have the option of choosing which ones you want to see.
   
   
   
   
4. If you select the Data Exploration Graph Widget, you will have the option of selecting a report among those you have built in Data Exploration, and of selecting a Graph Type.
   
   
   
   
5. You also have the option of selecting a Layout for your Widget.
   
   
   
   
6. Click Add.

Learn more

• Dashboard KPIs