Minimum Version Required: 22.01
Steps
Creating a Dashboard
1. Type the Dashboard Category into the Universal Search bar and select the Dashboard Categories Table.
2. Click the green Add Dashboard Categories item.
3. Add a Dashboard Category name and memo and click Add Record.
4. After the category is added, add the dashboard by navigating to the Dashboards Table.
5. Once on this page select the green Add Dashboards button and type the dashboard properties such as the Name, Category, Start and end date, Roles, and Description.
NewDashboards.
6. Selecting the Show Header item will copy the dashboard name to a header on the dashboard.
7. Click Add Record.
8. Select a template for the dashboard and click Ok. Click the '+' in a tile or click the Add Widgets button.
Reports can be added if the report already exists and can also be added as a graph using the Report Graph item.
Tile Links can also be added, these buttons can be linked to any page in Encompass as well as external links.
- Click the plus button and add the Link, Title, Description, Icon, and click insert.
Text boxes and documents for things such as SOPs, Bulletins, and hyperlinks.
Documents such as images, PDFs, and Excel documents must already be uploaded to Global Documents and can be selected by the document search.
- There is a Manage Documents button within the file upload dialog box. This will redirect to the Global Documents table where documents can be uploaded.
9. Save the dashboard using the Save Changes item as the released version or draft version.