Summary

The Springbrook Dashboard is used to display a customizable collection of dashboard components that provide information from and access to different elements of the application. Components can be added, removed and arranged by each user.

Step by Step

1     Launch the Springbrook Dashboard.

• The Springbrook Dashboard can be launched in two ways:
  • Click the System Tray icon and select Open Dashboard.
  • Click the Dashboard menu item in the Dashboard palette (SS> Dashboard> Dashboard).
• The Springbrook Dashboard can also be configured to launch by default when a user clicks the shortcut to the Springbrook Enterprise Application. This option is enabled by selecting Dashboard or Dashboard and Desktop (if you would like both the Dashboard and the standard application to open simultaneously) from the Default Form field on the User Preferences window.

2     Add Components to the Dashboard.

• Click the Add Components icon to launch the Dashboard Components window.
  • The Dashboard Components window will display all of the dashboard components that are available for the current user.
    • Dashboard components are created and configured on the Component Maintenance window (SS> Dashboard> Component).
    • Some dashboard components can be configured directly from the component itself. Once a component has been added to the dashboard, click the Component Settings icon in the top right corner to open the Component Settings pop-up window and update the filtering options for that component.
      • If the component has been locked on the Component Maintenance window, the filters will be disabled and cannot be configured from the Dashboard.
      • The Component Settings pop-up window will also display the refresh and data generation frequency of the component.
  • Add the Favorites component.
    • The Favorites component is used to add links to the dashboard that directly launch windows from within the application.
    • To add a favorite to the component, open the application window you would like to add and click the Favorites icon. Once clicked, the icon will turn yellow and a link will be added to the dashboard component.
    • This component does not require an individual maintenance window.
  • Add the My Tasks component.
    • The My Tasks component is used to display the tasks assigned to the current user. This component will automatically refresh every five minutes.
  • Add the Out of Office component.
    • The Out of Office component is used to display a list of employees and their out of office status. Included employees can be filtered by department.
  • Add the Remaining Budget component.
    • The Remaining Budget component is used to display the percentage of the budget expended for budgetable accounts. Included accounts can be filtered by fund and department.
  • Add the Revenue by Account Type component.
    • The Revenue by Account Type component is a pie chart component that displays aggregate revenue balances by account type. This component can be filtered by fiscal year, fund and department.
  • Add the Revenue vs. Expense component.
    • The Revenue vs. Expense component is used to display activity in revenue and expense accounts for a range of fiscal periods summarized by fund.
  • Add the RSS Feeds component.
    • The RSS Feed component is used to display a user-defined RSS feed on the dashboard.
  • Add the Section Type Balance component.
    • The Section Type Balance component is a line graph component that displays an aggregate balance across GL accounts in specified section types. The graph will display one trend line for the past year (ending with the previous month) and one trend line for the previous year for comparison.
  • Add the Service Requests by Code component.
    • The Service Requests by Code component is a bar graph component that displays the number of UB service requests created in the current month or current year. These service requests are filtered by service request code.
  • Add the Service Requests by Week component.
    • The Service Requests by Week component is used to display the total number of service requests by type for each week that falls within the specified date range.
  • Add the Supervisor Timesheet Hours component.
    • The Supervisor Timesheet Hours component is used to display the current number of hours entered by a supervisor’s employees for the current pay period. This component will only display data for a dashboard user set up as a supervisor in the application.
  • Add the UB Payments component.
    • The UB Payments component is used to display UB payments by month. Displayed payments can be filtered by date and Service Type.
  • Add the WO Queue component.
    • The WO Queue component is used to display all the work orders assigned to a queue or role the current user is associated with. These work orders can also be filtered by status.
• Click the Delete Component icon × to remove the component from the dashboard.

3     Arrange the dashboard components.

• Once the dashboard is populated with components, those components can be arranged by grabbing the top of a component and dragging it to the desired area of the dashboard. When the component is held over one of the directional Dashboard Location icons, the system will generate a preview of where that component will be arranged if placed there.
• The four Dashboard Location icons around the edges of the dashboard are used to place the component along the edge, while the five in the center are used to place the dashboard within the selected section.
• A dashboard component can also be placed outside the dashboard by dragging the component away from the dashboard and releasing it.