Create New Dashboard

To create a new dashboard, click the Create button in the top left corner of the screen. The user will be taken to a new page to enter information about the new dashboard:

• General Tab Name – Use the Name textbox to enter the name of the dashboard.
• Description – Use the Description textbox to enter a description of the dashboard.
• Asset Types – The Asset Types checkboxes signify which asset types the dashboard and widgets will be available to add to the Asset Dashboard tab of an asset.
  Note: Only one dashboard can be created for each asset type; however, each dashboard can have multiple widgets available. In addition, one dashboard can be created for multiple asset types.
  Note: Asset Types with an asterisk (*) at the end mean that the asset type is already attached to another dashboard.
• Save and Cancel – Once a name and asset type are selected, the Save button saves the new dashboard. The Cancel button cancels the creation of the dashboard.
• Delete – Once the dashboard is saved, the Delete button becomes available in the top right corner of the screen. Click Delete
• to delete the currently selected dashboard.
  • Once the new dashboard is saved, the Widgets tab will appear.
• Widgets Tab – The Widgets tab allows the admin to add and view the widgets that are available for the dashboard. These widgets can be added to the Asset Dashboard tab of an asset.
  
  • Select the Add Widget button to add a widget to the selected dashboard.
• Save and Cancel – Once a widget is added, the Save button saves the changes to the dashboard. The Cancel button cancels the changes to the dashboard.

Adding Widgets to the Dashboard

To add widgets to the selected dashboard, click the Add Widget button in the top left corner of the screen. The user will be taken to a new page to enter information about the widget:

Use the Widget Name textbox to enter a name for the widget. This will be the name that appears in the selection box when users are adding a widget to the asset dashboard.

Use the Widget Type dropdown to select the widget type.

• Widget Types – The different Widget Types available to be selected are as follows:
  • Forms Designer Widget – allows the user to select a template that is already configured under Site Configuration > Manage Asset and Report Settings > Templates
  • External Data View Widget – allows the user to select an external data view that is already configured under Site Configuration > Manage Asset and Report Settings > External Data Views
  • Maintenance Grid Widget – allows the user to select a maintenance type to display data for in progress/completed maintenance items in a grid
  • Reports Widget – allows the user to select a report type to display data for in progress/completed reports in a grid

When selecting the Forms Designer Widget and the Reports Widget, a Report Type dropdown appears. A report type is not required for the Forms Designer Widget template to be used. Saving the widget without a report type will display asset values. If a report type is selected, then the widget will display the most recent report data (of that report type).