Using the Policy Management Dashboard

The Policy Management Dashboard offers a comprehensive view of your organization's documents using visualizations and metrics. You can build a custom dashboard and widgets with the goal of optimizing the comprehensive view of your documents. The widgets allow users to add Policy attribute dashboard filters.



Policies



The Policies count card widget displays all policies recorded in your account.

Policies by Owner



The Policies by Policy Owner graph displays all policy owners recorded in your account. You can hover over each category of the graph to view an immediate count of policies owned per owner name.

Attestations Not Started



The Attestations Not Started count card widget displays all attestations that have not yet been started.

Policies Expiring Within 30 Days



The Policies Expiring Within 30 Days count card widget displays all policies that will expire within the next 30 days.

Policies by Policy Approver



The Policies by Policy Approver graph displays all policy approvers recorded in your account. You can hover over each category of the graph to view an immediate count of policy approver per approver name.

Active Attestations



The Active Attestations count card widget displays all active attestations in your platform.

Policies Expired



The Policies Expired count card widget displays all policies that have expired.

Policies by Workflow Stage



The Policies by Workflow Stage graph displays the total number of policies in various stages of your workflow. You can hover over each bar to view the number of policies in each stage.

Cancelled Attestations



The Cancelled Attestations count card widget displays all attestations that have been cancelled.

Standards



The Standards count card widget displays all standards recorded in your account.

Procedures



The Procedures count card widget displays all procedures recorded in your account.

Standards by Standard Owner



The Standards by Standard Owner graph displays all standard owners recorded in your account. You can hover over each category of the graph to view an immediate count of standard owner per standard name.

Procedures by Procedure Owner



The Procedures by Procedure Owner graph displays all procedure owners recorded in your account. You can hover over each category of the graph to view an immediate count of procedure owner per procedure name.

Standard by Standard Approver



The Standard by Standard Approver graph displays all standard approvers recorded in your account. You can hover over each category of the graph to view an immediate count of standard approver per approver name.

Procedures by Procedure Approver



The Procedure by Procedure Approver graph displays all procedure approvers recorded in your account. You can hover over each category of the graph to view an immediate count of procedure approver per approver name.

Standards by Workflow Stage



The Standards by Workflow Stage graph displays the total number of standards in various stages of your workflow. You can hover over each bar to view the number of standards in each stage.

Procedures by Workflow Stage



The Procedures by Workflow Stage graph displays the total number of procedures in various stages of your workflow. You can hover over each bar to view the number of procedures in each stage.

To create a new dashboard

  1. On the Reports menu, select Dashboards.
    The Dashboards screen appears.

  2. Click the Create New button.
  3. Complete the fields. For more information, see the Create Dashboard Modal Screen Reference.
  4. Click the Create button.

Create Dashboard Modal Screen Reference



Field
Description
Dashboard Name

Enter a name for the dashboard.

Visible Module

Select the Policy module.

Access

Select Public or Private.

Dashboard Template

Select a dashboard template.

Dashboard Theme

Select a dashboard color theme.

To add a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click on the name of the dashboard in which you want to add a widget.
    The Dashboards screen appears.
    Note:

    This screen also appears once you complete the steps for creating a new dashboard.



  3. Click the Edit button.
  4. Click the Add Widget button in the space where you want to add a widget.

    The Add Widget modal appears.

  5. Complete the fields to add details about the widget. For more information, see Add Widget Modal Reference.
  6. Click the Save button to save your changes to the dashboard.

Add Widget Modal Reference



Field
Description
Widget Name

Enter the name of the widget. This will appear as the label on the widget in your dashboard.

Description

Enter a brief description of the widget.

Data Source

Select the primary source of data for the widget.

Data Type

Select the specific type of data you want to use for the widget.

Widget Type

Select the type of widget you want to create.

Aggregation - Function

Select the function type that will define the way the data is aggregated into groups.

Aggregation - Attribute

Select the attribute type that will define the way the data is aggregated into groups.

Group By - Data Source

Select the primary source data that will determine the groupings.

Group By - Data Type

Select the specific data that will determine the groupings.

Group By - Attribute

Select the attribute from data type that will determine the groups.

Group excess date in "Other" segment for overflowing groups

Check this box to group excess content in a segment titled "Other".

Filters - Attribute

Select the attribute that will be used to filter the source data for the widget.

Filters - Operator

Select the operator for the filter.

Filters - Values

Select the attribute value(s) that act as the criteria for the filter.

Format Widget - Show Data Labels on Chart

Check this box to select a position for the data labels on the chart.

Format Widget - Show Axes Labels

Check this box to enter a name for the X and Y axis labels.

Format Widget - Widget Height

Select the height of the widget.

Format Widget - Sort

Select how you would like the widget information to be sorted.

To edit a dashboard widget

  1. Go to the dashboard you want to update.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Click the Edit icon button on the widget you want to edit.

    The Edit Widget modal appears.

  4. Update the fields as necessary. For more information, see Add Widget Modal Reference.
  5. Click the Save button.

To move a dashboard widget

  1. Go to the dashboard you want to move.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Use the Arrow icon buttons on the widget card to move it to a new position on the dashboard.
  4. Click the Save button.

To delete a dashboard widget

  1. Go to the dashboard you want to delete.
  2. Click the Edit button.

    The Dashboard Builder appears.

  3. Click the Delete icon button for the widget you want to delete.
    A confirmation dialog appears.
  4. Click the Confirm button.