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There are three different types of dashboards available to a user in Clockworksthe application. They are:
Global Dashboards
Organization Dashboards
User Dashboards
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Dashboards
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Global Dashboards:
Global Dashboards are dashboards that are available to all users and are created by Clockworks employees“Super Admin” Users. Some important things to note about these dashboards:
They are what is known as a “template” and are linked via a parent child relationship. This means that the template created by Clockworks employees the admin user is the master, and all templates from anyone that adds the dashboard to their page, is therefore a child of that master.
What does this mean?
Any changes to widgets, adding filters, and then a save, will disconnect you from the master template upon clicking “Yes” at the warning message. See Switching "Chart Type" in a Widget The dashboard will now become your dashboard or what is defined as a “User Dashboard”. For more information, see User Dashboard.
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Organization Dashboards are one level down from a Global Dashboard. They are created either by Clockworks employees “Super Admin” or admin employees of a organization. An example of an organization could be Kaiser or Longs, or any of the A to Z in between! Here are some important things to note about these dashboards:
They are what is known as a “template” and are linked via a parent child relationship. This means that the template created by a Clockworks employee “Super Admin” or Organization admin is the master, and all the templates from anyone that adds the dashboard within that organization to their page, is therefore a child of that master.
Note that organization templates are only available to that specific organization and not at a global level. Only members of that organization will be able to add this template. See Adding a dashboard later on in this page.
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To view dashboard types from the template library, take the following steps.
Click on Hover over “Dashboards” in the global navigation on the left hand navigation barside, then click “Manage Dashboards”.
The “Manage Dashboard” page will load which displays all the dashboards you have previously added.
On the manage dashboards page, there is a legend with the following:
Green Check Mark - Default Dashboard
Globe - Global Dashboard
Org Chart - Organization Dashboard
User - User Dashboard
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To view dashboards from the dashboard template library, take the following steps.
Click on Hover over the “Dashboards” in the left hand navigation bar The to view current dashboards you have added.
Click the “Manage Dashboard” page will load which displays all the dashboards you have access to from Global Templates, Organization Templates, and any user dashboards you may have already created as well as any previously viewed dashboards.
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To “Add” dashboards from the dashboard template library, take the following steps.
Click From the “Manage Dashboards” page, click the “Add Dashboard” button at the upper right:
2. This will load the “Add Dashboard” tool which lists the available dashboard templates available
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3. Click the name of one of the Dashboards (Global or Organization) in the list, then Click “Next”
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4. You can then specify your own name for the dashboard template, which will show up under “Dashboards” in the left hand navigation menu. You can also create your own description for the dashboard. You can also simply retain the name and description of the dashboard template.
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5. After you click “Add” the selected dashboard template will appear under “Dashboards” in the left hand navigation menu . You and you will now be loaded into that dashboard. Congratulations, you have added a Dashboard!
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