Add a Reporting Table filter

Modify and delete reporting table filters

Process wheel

Publication of Process wheels

A dashboard is a start Page/collection page that users are greeted with when they log on to the system or when they click a tab in a menu. The dashboard is often used to provide overall information about the system or specific to the selected ribbon. A dashboard can contain many different parts. The administration makes settings related to reminders. Settings related to different gadgets are done directly in the dashboard.

Flik: Dashboards

Here you can see a list of all your dashboards. It also displays dashboards that are under construction and are not added to any Menu.

Add a new Dashboard
Click on the button Add Located below the Dashboardlist. Give the new dashboard a name and an EV. Description for the convenience of other administrators. The name you select will appear in the menu. The description is only for you to more easily remember which application different dashboards were thinking about and are not shown anywhere else in the tool.

Once the dashboard is created, add it to the correct Menu and administers its contents from there.

Change a Dashboard
Click the Wrench To the left of the dashboard name. The edit mode is opened below the Dashboardlistan. If you have many dashboards, you may need to scroll down to make it appear.

Delete a Dashboard
To delete a dashboard, click Dust bin To the right of the name.

Flik: Reporting table filter

A reporting table filter is used to help users gain an overview of the nodes they are responsible for and when they are expected to perform any actions in the tool. The Reporting table filter also controls which nodes the user will receive reminder emails about when a deadline is approaching. The Reporting table filter is administered under Administration/dashboards/reporting table filters, but for appear on the dashboard, you also need to add the reporting table gadget to the current Dashboard/Home Page.

Tips! If you want to set up when a special periodicity should have its deadline, you can Periodicity and deadlines. Under E-mail settings You control, among other things, how many days before the deadline as EV. Reminder emails should be sent out.

Add a Reporting Table filter

To add a new reporting table filter, start by clicking Add. An edit interface appears where you fill in as follows:

A required field. The name is what will appear as the title in the reporting table gadget when it appears on the dashboard.

Please write a description explaining to other administrators how the reporting table filter is intended to be used. The description is not displayed elsewhere in the tool than in the administration.

Show all from the beginning
check box to display, for example, All measurements are automatically turned on when you get to the gadget on the dashboard.

Show scorecards
The scorecard that the measure belongs to will also appear in the gadget on the dashboard.

Show only nodes from their main unit
If the user is responsible for the same node at several different levels in a consolidation chain, the node appears only once (on its main unit).

Obs! Note that this setting should not be used in combination with a Responsibility roles where you use Responsible shall be unit-specific, because this may cause the report table filter to be displayed as blank on the user's Dashboard.

Send e-mail reminders for this reporting table filter
For e-mail notifications to expire from the tool, you must E-mail settings Be configured for this. You need to have activated outbound e-mails and selected to send reminders for measures and activities. The settings that are made there generally apply to all measurements and all activities throughout the tool.

In order for users not to risk receiving large amounts of unwanted mail reminders, there is also a restriction that says that it should only be sent out e-mail reminders for measures/activities contained in a reporting table filter and that Send e-mail reminders for this reporting table filter Must be enabled.

Obs! No reminders are sent for the nodes.

Enable keyword filters
Enabling this option displays a list of the keywords used in the tool. Based on this list, you can control whether to exclude nodes that use certain keywords or to choose to display only nodes that contain selected keywords. You can pick keywords freely in the list or choose to select all keywords associated with a particular group.

Filter out completed Tasks
Shows no activities that are completed.

View activities on the reconciliation date
Reconciliations appear in the gadget at the same number of days before deadlines as regular activities. They remain until they are marked as ready. See Deadlines And Activity Settings/Tab: General.

Include data from (version)
You can choose to have the gadget display only data from:

  • Selected version
  • Current version
  • Planeringsversion
  • All versions

Change the number of days before the deadline nodes are displayed
A direct link to Periodicity and deadlines Where you can change the deadline for a particular periodicity.

Node type
A single reporting table filter has only the ability to display nodes that are of a special type (ex. aktivitetsnoder), but you can choose whether the node is to be retrieved from one or more scorecard columns and from one or more scorecards.

Node, scorecard, and scorecard column
Start by selecting the node and scorecard and then clicking Add. You'll see a yellow field that contains all the settings you've made for that particular scorecard. In this field, you choose to add one or more columns of this type by selecting them from the list and clicking Add. To select multiple columns, add them one by one. All the columns you have selected will be grouped within the same yellow area.

What should happen when the node is opened from the gadget on the dashboard?
For each column, you can now choose how to open the nodes when users click them in the gadget on the dashboard. You will get a list where you can select Open on Dashboard or to open in any of the views that contain this particular scorecard column.

Delete a scorecard or a scorecard column from the Reporting table filter
To delete a scorecard column or an entire scorecard from the filter, click Remove To the right of the name.

Add nodes from another scorecard to the same reporting table filter
Select a new scorecard from the list and click Add. A new yellow field is added with its column selector.

Add nodes of another node to the same reporting table filter
It is not possible to add nodes of different types to the same reporting table filter. Instead, create a new reporting table filter for this node.

After you have completed all the settings, exit by clicking Shoot. Now the Reporting table filter is complete and can be wanted in a rapporteringstabellsgadget on a dashboard.

1. Check that the correct person is responsible, check also what is required in the responsibility for each node.
2. Make sure that the node has a deadline that includes the ordinary 30-day time window for nodes that are displayed on the dashboard. On the dashboard, click the Show All To see the nodes for which you are responsible but where there are more than 30 days left before the time expires.
3. Make sure that the correct column type is selected for the node to be displayed and that a column of that type is specified. If the scorecard has multiple columns of the same type, you control whether one or more should be included in the Reporting table filter. If you have not selected a column, no measures are displayed in the reporting table from the scorecard.

Modify a Reporting Table filter
To make a change to a reporting table filter, click Wrench To the left of the filter name. For other settings, see Add a Reporting Table filter.

Delete a reporting table filter
To delete a reporting table filter, click Dust bin To the right of the filter name.

Obs! It is not possible to delete a reporting table filter that is used in any gadget on a dashboard. Therefore, make sure that the filter is not used before you remove it.

Flik: Process wheels

A process wheel is created and administered directly on the site in the gadget process wheel. As you can see in one of your Dashboards. The only thing you do here is to rename the created Årshjul or delete them.

Observe! If you have chosen to display a process wheel in a gadget and then delete the process-wheel from here, the gadget will remain even after the deletion. You'll get information on which dashboards the process wheel was used so that you can then go there and choose whether you want to remove the gadget or if you want it to show a different process wheel.

Publication of process wheel

In the administration interface under the Settings section, you can find the dashboards heading. This is a list of all process wheels and you can quickly get an overview of who's published today, (Radiotower icon), and choose which ones to publish.

Process wheels can be published in two ways:

  • Unit Process wheels:
    A specific unit process wheel is published on an intranet or website.
  • Userbased process wheels:
    The content adapts depending on the user's unit affinity in the Stratsys.

In both cases you can see an example of the code that is used by clicking on "instruction". When you choose to save, the published year wheel is ready to be used!

Obs! Publication of a process wheel is an additional service in Stratsys and you should therefore contact the customer responsible consultant for activation of this. After activation you will have the opportunity to publish all your process wheels.