In-app Dashboard

A guide to the Dashboard features.

Perform powerful analyses of accumulated platform data to identify problematic trends. Seamlessly integrates with SafetyStratus modules, including Inspections and Incidents. All charts, graphs, and KPI summaries can be configured to meet your program’s needs. Graphs and charts are easily exported for use in reports and presentations.

Menu > Administration > Dashboard

Dashboard

Click on Dashboard under Data Manager on the left side menu.

Dashboard view

From the dropdown menu at the top, a list of available dashboard metrics can be selected.

Dashboard Filters

Filters

Each of the dropdown menu selections can be filtered using 'Toggle Filter', you may then hit Apply filters.

Filter options

Share

Admins may easily Share the dashboard using either of the two options - 1. Copying and sharing the link for the dashboard 2. Sending an email with the link to the dashboard

Sharing options

Configuration

You can customize your dashboard by configuring the dashboard metrics using multiple options to Create, Edit, Rename, Delete, Clone, filter by module, and Search by Component Name.

Dashboard configuration

1. New Dashboard

To create a New Dashboard, click on +New, enter the dashboard name and assign a priority number. Click Save to create a New Dashboard.

New Dashboard set up

The Priority numbers decide the order of display and are currently defaulted 1-10.

2. Add/ Remove Widgets

You may drag and drop the available records to add widgets to the Dashboard. Click the cross icon on the top right corner of a widget to Delete It from the Dashboard

3. Public Vs. Private

In app dashboards that are out-of-the-box must remain public, the dashboard can be configured/edited by an Administrator. If the Public Checkbox is not enabled, it implies that the Dashboard is Private and can be configured/edited only by the user of the Dashboard.

4. Clone

You can clone the current dashboard by selecting the Clone button.

5. Delete

A dashboard can be deleted by selecting the Delete button.

6. Save

After editing the configurations of the dashboard, you must click on the Save button to save the configurations.

Export

A user is able to select between Corrective actions, Incidents, Inspections, LATCH in the dropdown and export from this page.

Export filters
Open Actions

A user is also able to select LATCH in the dropdown and export Training assigned from this page.

Training Needs

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