Customised dashboards

The Dashboards module allows you to exploit and process information from different Smart OSH modules to present it in the form of key performance indicators (KPIs).

At the top of the module, the custom dashboards (exclusive to each client) appear, followed by the standard dashboards.

Note

This default order is maintained as long as you do not modify the Order field in the Dashboard definition section.

Purpose

The module allows you to view, export and process key data for your organisation in various areas:

For your organisation

• Internal audits and general monitoring.
• Monitoring of personnel, workstation map and task completion.
• Accident dashboard and accident rates.
• Monitoring of training actions, employee participation and CAE coordinations.
• Data on CAE validations and custom KPIs.

For dealings with third parties

• External audits.
• Key data on personnel, accident rates, training, participation, CAE coordinations and custom KPIs.

Related modules

The module connects with practically the entire suite: Organisation, Tasks and notices, Documentation, Risks, Measurements, Ergonomic and psychosocial studies, Questionnaires, Accidents, Training and information, PPE, Health surveillance, Leadership and employee participation, Prevention service, Management systems, Change management, Visit control, CAE and Clients and suppliers.

Access and roles

Access to the module is via Smart OSH with your username and password.

Caution

• To view the Dashboards module, the user needs the relevant permissions (a dashboard role).
• The visibility of the content of each dashboard also depends on the specific roles of the referenced module. Without those roles, the dashboard appears but its content is not visible.

To access the module, the user must be assigned one of the following roles depending on the actions they need to perform:

• Dashboards - View: read-only.
• Dashboards - Modify: read and modify.
• Dashboards - Edit: full control, including editing.

Module menu

Section	Description
Objectives	Indicates the objectives to be set in the dashboards. Applies only to custom dashboards.
Dashboards	View and export data from the consulted dashboards.
Distributions	View and create new distributions to send dashboards to recipients.
Dashboard definition	Defines whether a dashboard obtains data in real time (Online) or deferred via snapshots.
Configuration	View the units of the objectives. Applies only to custom dashboards.

Tip

The Objectives and Configuration sections are only useful if you work with custom dashboards. If your organisation only uses standard dashboards, you can ignore them.

Objectives

Objectives are the reference values for custom dashboards. For example, a monthly target of 40 units for a specific KPI.

List screen

When accessing Dashboards > Objectives you have the complete list of existing objectives.

The View active filter allows you to narrow the view by status (Active, Inactive or All) according to the Active checkbox marked in each objective.

The top options are the usual: New, Delete, Save, Cancel and Refresh.

Caution

It is not recommended to use “Delete” unless strictly necessary. To stop an objective from being displayed, uncheck the “Active” box in its detail screen.

Detail screen

Entering an objective gives access to its main data and the Values tab, where the values associated with the objective are managed.

In the top options, in addition to the usual ones, you will find Operations > Fill values, which allows you to automatically fill the same values at constant intervals.

Tip

The Fill values operation is very useful when the objective is constant over time. For example, if your monthly target is 40 units, you can fill in all months in one step instead of one by one.

Bulk upload of objectives

Note

It is possible to perform bulk uploads via KB020 of objectives. If you are going to upload many objectives from an external system, this option avoids manual entry one by one.

Dashboards

Accessing Dashboards > Dashboards opens a separate tab with the available dashboards. On the left menu, custom dashboards appear first, followed by standard ones.

Each dashboard, whether custom or standard, allows you to:

• Consult and interact with its content by applying filters.
• Export the dashboard to PDF, PNG or Excel XLSX.

Custom dashboards

These are exclusive dashboards developed for each client, usually to improve the KPI content in a specific module.

Standard dashboards

These are the dashboards available by default for any installation. If the client has a custom dashboard that improves the standard content for that module, the standard one is automatically hidden to avoid confusion.

Important notes on viewing

Caution

• The visibility of the content of each dashboard depends on the specific roles of the referenced module.
• If the dashboard name includes a date in parentheses, it means the dashboard is cacheable and the date indicates when it was generated.
• Dashboards are currently only available in Spanish.

Distributions

From Dashboards > Distributions you can manage the automatic sending of dashboards to the appropriate recipients.

List screen

The top options are the usual: New, Delete, Save, Cancel, Refresh and also Distribute Dashboard.

Caution

Distribute Dashboard is the operation that activates the distribution circuit. Without executing this operation, no dashboard sending is initiated, even if you have created and configured the distribution.

Detail screen

Entering a distribution gives access to all its main data. The top options are the same as in the list, including Distribute Dashboard.

Bulk upload of distributions

Note

It is possible to perform bulk uploads via KB020 of distributions.

Dashboard definition

The Dashboard definition section lists all the dashboards available in the module and how they are published. This is where the performance and availability of each dashboard are controlled.

Activation and deactivation

Available dashboards are those that appear in this section with the “Active” checkbox marked. To make a dashboard unavailable to all users, uncheck the “Active” box and save.

Online vs Snapshot

By default, dashboards are generated in “Online” mode: information is queried directly from the database in real time.

• The Status field shows Online.
• In the dashboard detail screen, the Enable snapshot checkbox is not checked.

Tip

If a module has a large number of records, Online mode can affect dashboard performance. To optimise and reduce times, you can change the generation type from Online to Snapshot.

In Snapshot mode, the dashboard information is replicated in a nightly process and the data queried is deferred.

Note

• To activate snapshot mode, go to the dashboard definition and click Operations > Generate snapshots.
• You can switch from Online to Snapshot and vice versa at any time. If for performance improvement you have a dashboard in Snapshot mode but need real-time data, you can temporarily switch it to Online.

Additional tabs

Tab	Description
Scopes	Restricts the dashboard view to a specific scope: Company, Site, Section, Position, Team / installation, Activity or Role.
Log	Record of distributions made for that dashboard.
Versions	History of distributed versions of the dashboard, with access to their content.

Frequently asked questions

• PF-CM001 — How to access Dashboards.
• PF-CM002 — Role assignment in Dashboards.
• PF-CM003 — How to create Dashboard objectives.
• PF-CM004 — How to export dashboards.
• PF-CM005 — Description of the information in standard dashboards.
• PF-CM006 — How to create dashboard distributions.

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Source: M-SO-23-01 «User manual for custom Dashboards», version 1, 09/05/2023.