Dashboards in 4.2

The dashboard contains a gallery of dashboards and workbooks configured by BEET personnel.

Within the Dashboard tab lies the Gallery, Favorites, and Dashboard Schedules. The system dashboards are set up by BEET personnel. The user dashboards are configured by the actual users and tailored to their needs.

Dashboard Subscriptions

Gallery

The gallery consists of all the dashboards created by the users, coaches, as well as BEET personnel.

When viewing the selected dashboard side details window the usual have the options to run the dashboard, subscribe to the dashboard, or make the dashboard a favorite.

The name of the dashboard will be displayed along with the current user and designation number.

Below is the subscription section. This section will show all of the schedules that are being currently used for this dashboard.

 

Favorites

The favorites are selected by the user. The user can go to any dashboard in the gallery, then click on the three-dotted menu. From there and editing section will open to the right, with the name of detailed information about the dashboard.

Or the user can click the three-line menu in the upper right-hand corner of the browser. This action will open and close the side menu for the selected dashboard. Once open, simply click the Favorites switch. Now your selected dashboard will appear in the favorite section tab.

 

 

Dashboard Schedules

Create a Subscription Schedule.

Start by clicking on the Create Subscription Schedule button. This will open a new window with a table chart for your schedule.

 

To create a subscription schedule, click the button in the window will reopen to a dashboard schedule screen.

First, select the name of the schedule. Keep the name simple and very generic.     It would be good practice to include what kind of schedule this would be like daily or weekly.

Second, choose a time slot you would like to schedule to have it sent. When selecting a cell, it will go to that hour and display accordingly. The users can change the time to a within that hour in increments of 15 minutes simply by clicking on the field while it's populated. Clicking on it once will move it from 12 to 12:15. Clicking again will take it to 12:30.

In this example only an hourly field is set for 12 a.m. on Tuesday. Users can select multiple days if they would like. Look over what you have input into the schedule, then click the save button.

Use the back button to go back to the dashboard schedules window.

To delete a subscription, click the delete icon to the right of the subscription.

 

Editing an Existing Schedule

To edit an existing schedule, simply click on the Edit icon to the right of the schedule on the table. Each schedule can be edited, *unless it is in use in a currently active schedule.

 

  • Open the Dashboard Schedule Module.

  • Click on the Edit icon or on the Schedule you would like to edit.

  • The Edit icon will keep you on the current page and highlight the Dashboard Schedule name.

  • Click on the Used by Dashboard Subscriptions, and this action will open the scheduling matrix.

  • Make your changes then click the Save Icon.

 

  • The user can also click on a schedule, and the window will reopen to the scheduling matrix. The title and selected timeslot can be made.

  • Make the changes needed, then click the Save button to finish.

 

BEET
Beyond Equipment Efficiency and Throughput