speaker survey: connecthub.imagetrend.com/2015#itconnect15 what you can do with the dashboard greg...
TRANSCRIPT
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
What You Can Do with the DashboardGreg Wocken, Application Support Specialist
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Agenda
• Why use the dashboard?• How to configure the dashboard for maximum usability• The best tools and widgets for your dashboard
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Why Use the Dashboard?
• Fast information• Quick links• Receive
notifications
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Adding Widgets
• Select checkboxes• Drag to position
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Save Layout
• Link appears only after you make changes
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Analytical Chart Widgets
• Add-on• Built within Report Writer
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Creating a Basic Analytical Chart
• Different types of charts have different options
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Preview Report Results
• Ensure the report is how you want it to appear on the Dashboard
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Save the Report
• Use a descriptive name
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Configuring Columns
• Can provide more space for larger widget content• Can adjust sizes for smaller or larger screens
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
How to Configure the Dashboard
• Drag-and-drop• Select and deselect
widgets• Remember to save
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Moving Widgets
• Drag and drop
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Collapsing Widgets
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Adding a Chart Report
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Adding a Chart Report
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Full Report Features
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Additional Widgets: Event Calendar
• Require the optional Scheduler module• Event Calendar summary• Select views• Click to open details
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Additional Widgets: Event Calendar
Select a view
View daily eventsView daily runs
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Inventory Widgets: Facts
• Based on Inventory module data• Also available on Inventory dashboard• Links to Inventory records
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Available Widgets: Inventory
• Allocations Due Today• Inventory Snapshot• Items About to Expire• Items Whose Warranty Is About
to Expire• Overdue Allocations• Recently Created Items• Recently Created Maintenance• Recently Created Products
• Recently Retired Items• Recently Viewed Items• Recently Viewed Maintenance• Recently Viewed Products• Recently Viewed Sites• Selected Maintenance Repair
Statuses• Upcoming Maintenance• Weather
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
QA/QI Widgets: Facts
• Rescue Bridge only: for EMS incidents• Require optional QA/QI module• Function similar to other module-specific widgets
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Available Widgets: QA/QI
• All Recently Assigned Incidents• My Open Reviews by Due Date• My Recently Assigned Incidents• My Recently Viewed Reviews• QA/QI Messages Inbox
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Focus: QA/QI Messages Inbox
• Change view for more or fewer messages• Open message, Inbox or an email to the originator
Speaker Survey: www.ImageTrend.com/ConnectEval Presentations: connecthub.imagetrend.com/2015#ITConnect15
Questions?