Within the Control Panel>Administration click EDIT DASHBOARD to begin customizing your dashboard display.
The EDIT DASHBOARD page will only be available to those users whom have been granted permission to edit the dashboard from the Roles and Permissions.
Sample widgets will be available which you can edit or remove.
From the Dashboard Editor you can perform the following actions.
To add a new widget to the dashboard click NEW WIDGET at the bottom of the widget list.
Adding a new widget will require you to choose a Widget Title that will appear on the top of the widget as well as an Internal Name.
Widgets can be standard or full width which represents the amount of space a widget takes on the dashboard display.
For each widget you will need to determine which users are able to view the widget on their Dashboard.
Setting a LIMITED permission for a widget will allow you to specify the types of users that should see the widget which could be limited based on role, location, position, etc.
Data Permissions can also be RESTRICTED or UNRESTRICTED. Unrestricted permissions means that the widget may display data that was previously restricted through the employee’s role.
Choose “Restricted” if you wish to limit data according to the employee’s role.
To begin building a widget you will need to select the source of data you wish to include in your widget display.
Multiple options of different data sources are available to choose from.
Segments within a widget allow you to separate data by different data elements in order to do comparisons.
An example of data segmentation is included below where we wanted to segment our near miss reports by month and also by year so we can view Year over Year comparisons.
Segmenting by business unit or location is another example where we are able to compare the Risk Assessments for each business unit.
Selecting the data we would like to display within a widget allows you to identify the unit type and format you prefer the count of data to appear in.
When building a widget for training related data you have additional options to separate your training data counts by training status.
A chart type can be selected which allows you to identify the display format of the widget data.
Pie Chart – Pie charts can be displayed in either a filled pie or donut style.
Line Chart – Line charts display trends over time.
Big Number – Big number charts display a total count of a selected data set.
Bar Chart – Bar charts can be stacked or side by side to show data comparisons.
Data Table – A data table displays a grid view of information.
Watch this quick overview of the KPA EHS system.
Watch this walk-through of the KPA EHS system.
We typically email once a month with new features and training courses. Learn More »