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 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
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
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
Widgets
Click on the Name of the Widget to View the Setup Portal The portal widget displays quick links to processes, customers, agencies, users, commiss...
Mon, 30 Oct, 2023 at 10:59 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
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays lagg...
Mon, 10 Sep, 2018 at 9:01 AM
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
Logo
Subscription Logo Set the subscription logo that is shown on the dashboard and throughout the subscription by navigating from  Top Menu>> S...
Wed, 4 Jan, 2023 at 8:28 AM
Multiple Process View Count
   Use a Multiple Process View Count Widget to display view counts from multiple processes on one widget. An example of this widget in action is...
Mon, 14 Nov, 2016 at 9:17 PM