Speaker Survey: www.ImageTrend.com/ConnectEvalPresentations: connecthub.imagetrend.com/2015#ITConnect15 What You Can Do with the Dashboard Greg Wocken,

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Presentation transcript:

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 What You Can Do with the Dashboard Greg Wocken, Application Support Specialist

Speaker Survey: 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: connecthub.imagetrend.com/2015#ITConnect15 Why Use the Dashboard? Fast information Quick links Receive notifications

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Adding Widgets Select checkboxes Drag to position

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Save Layout Link appears only after you make changes

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Analytical Chart Widgets Add-on Built within Report Writer

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Creating a Basic Analytical Chart Different types of charts have different options

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Preview Report Results Ensure the report is how you want it to appear on the Dashboard

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Save the Report Use a descriptive name

Speaker Survey: 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: connecthub.imagetrend.com/2015#ITConnect15 How to Configure the Dashboard Drag-and-drop Select and deselect widgets Remember to save

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Moving Widgets Drag and drop

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Collapsing Widgets

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Adding a Chart Report

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Adding a Chart Report

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Full Report Features

Speaker Survey: 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: connecthub.imagetrend.com/2015#ITConnect15 Additional Widgets: Event Calendar Select a view View daily eventsView daily runs

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Inventory Widgets: Facts Based on Inventory module data Also available on Inventory dashboard Links to Inventory records

Speaker Survey: 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: 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: 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: connecthub.imagetrend.com/2015#ITConnect15 Focus: QA/QI Messages Inbox Change view for more or fewer messages Open message, Inbox or an to the originator

Speaker Survey: connecthub.imagetrend.com/2015#ITConnect15 Questions?