Track and monitor progress in the Dashboard
Users can use the dashboard in WorkZone Client to track the progress of cases and tasks, and view aggregated information as rows of sorted and filtered data called lists, or as images, charts, or counters, such as a donut chart or bar chart. Dashboards will also help users gain an overview of any pending or open tasks, and task details such as priority and deadlines. User can open the tasks from the dashboard and change the priority of the listed tasks to streamline and optimize their work.
All information in a dashboard is displayed in form of widgets. A dashboard can be considered as a collection of widgets. Users can create, configure, edit, and remove widgets, and thereby customize and personalize the containing dashboard.
A dashboard can itself be created and/or customized and then distributed to the entire organization, unit or specific office to provide a common baseline for tracking or decision-making. Users can also create dashboards for their personal use only. Users can have multiple dashboards and switch between them (for example, by creating a dashboard that displays important charts relevant to day-to-day operations and another dashboard that is only opened once a week or once a month, to track key long-term values or performance indicators).
When dealing with ministerial services, specific dashboards can be created to reflect the monitoring requirements for various tasks, for example tracking the progress of officially submitted queries with fixed deadlines, or the progress of legislation or bill proposal work-flows. Tailor-made widgets can also be added to these dashboards to enable users to quickly and easily gain an overview of the current status within each type of task.
Dashboards in WorkZone Client are described in more detail here: Dashboards in WorkZone Client
WorkZone processes
In WorkZone, the following steps can be used to create or modify dashboards:
Create a new dashboard or modify an existing dashboard
A dashboard can be created specifically for tracking and monitoring the progress of cases and tasks by adding relevant widgets that quickly display the required information. This collects all relevant information in one dashboard, which users can open periodically to display a status of the progress and deadlines of their tasks.
Existing dashboards can also be modified to include the relevant widgets, avoiding the need for navigating between dashboards and instead collecting and displaying selected relevant information in one common dashboard.
How to do it in WorkZone
Create a new dashboard
Configure an existing dashboard
Create dashboard widgets
Users can create new widgets and add them to the active dashboard or edit existing widgets to change the display mode and parameters.
There are 6 widget types in WorkZone Client:
- List: Displays information in a table with rows, columns, and table headings. Additional columns (representing database fields) can be added or removed, and the table can be filtered and sorted to better locate important information.
- Donut chart: Displays groups of information as ratios of each other. The grouping of information can be determined in the chart parameters.
- Bar chart: Displays groups of information as ratios of each other in a bar chart. The grouping of information is determined in the chart parameters and threshold limits can be defined.
- Time line: Displays groups of information in a timeline. The grouping of information is determined in the chart parameters as well as the defined time period of the chart.
- Counter: Displays the number of items in a list and can be colored to indicate the status based on predefined threshold values.
- Speedometer: Displays a counter value with a visual depiction of where the counter value is placed within a particular predefined range of values.
List widgets that can be used out-of-the-box
WorkZone contains several predefined list widgets that are available to all users. These widgets can be used to monitor personal and unit tasks, such as:
- My pending tasks
- My open tasks
- My open and pending tasks
- My Unit's open tasks
- My Unit's pending tasks
Additionally, system administrators can create custom list widgets that reflect the specific needs of the organization and deploy them in WorkZone Client in specialized dashboards or detail pages.
How to do it in WorkZone
Widgets are added to any dashboard by selecting the dashboard and then clicking Personalize.
Widget types and how to define the widget parameters are described here:
Define aggregate functions
Some widgets (Donut chart, Bar, chart, Time line, Speedometer and Counter) can contain aggregate functions. Aggregate functions display an aggregated field value in the widget based on calculations made on a data range defined in the widget parameters.
Aggregate functions are useful for immediate readings and situational awareness, as they can display a set of values as a single value.
How to do it in WorkZone
Aggregate functions are defined in the parameter settings of each individual widget.
Distribute a dashboard to other users
A dashboard in WorkZone Client is one of multiple elements that make up a WorkZone configuration. WorkZone configurations are collections of user-interface elements (dashboards, lists, widgets, etc) that can be customized and applied to either a single user, a unit, or the entire organization. WorkZone Client configurations can be created, edited, and distributed centrally, thus ensuring that all users use and reference the same elements. Users can also create and modify individual elements of a configuration, such as dashboards.
If a specific dashboard is considered particularly useful to other users, it can be distributed to these users to ensure that all relevant parties receive and act upon the same information. As it is not possible to distribute individual dashboards to other users, dashboards must be distributed as part of an entire configuration, and then user's access rights will determine the number and type of changes they can make to a WorkZone configuration.
How to do it in WorkZone
All users can create and edit their own personal WorkZone Client configuration, import another user's configuration into their own personal configuration, and reset their own personal configuration.
WorkZone administrators have expanded rights to create and edit configurations, withdraw configurations, and to distribute a configuration to multiple users, units or throughout the entire organization, and more.