Dashboard

What are Widgets?
A Widget displays a particular snippet of information in an easy-to-understand format. Widgets are added to a Dashboard to give the user quick and easy acce...
Fri, 16 Jan, 2015 at 12:14 PM
Process Breakdown Widget
Adding a Process Breakdown Widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you...
Tue, 4 Sep, 2018 at 9:33 AM
Process View Link Widget
A Process View Link widget gives a user a quick way to access a view of a process. To add a Process View Link widget, navigate Top Menu >> Setup >&...
Wed, 22 Apr, 2015 at 2:38 PM
Dashboard Setup
Dashboards supply at-a-glance views for important data using widgets, Dashboards can be customized and assigned based on user type, and which staff groups, ...
Mon, 31 Oct, 2022 at 11:29 AM
Yes/No List Breakdown
  The Yes/no breakdown widget, displays the breakdown of values from Yes/no list fields. To add a Yes/no breakdown widget first choose the dashboard...
Wed, 24 Feb, 2016 at 8:50 PM
Process Search Widget
The improved Process Search widget now allows the user to define their search right from the dashboard from the drop down menu.  ...
Tue, 23 Aug, 2016 at 7:27 PM
Widgets
Click on the Name of the Widget to View the Setup Portal The portal widget displays quick links to processes, customers, agencies, users, commission...
Thu, 21 Apr, 2022 at 10:57 AM
Top Form
Want a quick link to the latest facility or equipment inspection form completed? The Top Form Widget displays the link and provides users with quick access ...
Wed, 27 Apr, 2016 at 12:20 PM
Set Objective Targets On Widgets
Have Key Performance Indicators (KPIs) that you want to set and monitor? Use the Chart threshold (for line/bar) charts.  To set a threshold, c...
Wed, 18 Nov, 2015 at 4:12 PM
Process Search Widget
The improved Process Search widget now allows the user to define their search right from the dashboard from the drop down menu. Clic...
Tue, 23 Aug, 2016 at 12:25 PM