The Dashboard Templates allow users to create and apply configured Dashboards that include a curated set of pages comprised of reports. These can be designed at-will and are typically used to reflect job roles and functions, specific areas of interest, or are related to the Assetas security role.

Add a new dashboard template

1. Expand the “Configuration” menu on the sidebar navigation.
2. Expand the “Lists” menu.
3. Select “Dashboard Templates” to view the list of Dashboard Templates.
4. Select “Add” to add a new dashboard template.
5. Populate the fields.  Data fields with an asterisk (*) are required.
   • Name*: Enter the name of the dashboard template.
   • Icon*: The icon that best represents the dashboard.
   • Include Dashboard Filter: Toggle on if this template will show the dashboard filter by default.
   • Allow Anonymous Viewing: Toggle on to allow anonymous (unauthenticated) users to view this dashboard template. It is recommended that you only enable this functionality when approved by your security department.
     • When activated, the dashboard template will become public, allowing anyone with the link to the dashboard template to view it. All dashboard controls (reports) must also be set to allow anonymous viewing for the individual controls to be visible in the dashboard template.
     • When toggled on, an icon will appear in the list of dashboard templates in the Description column to indicate the dashboard template allows for anonymous viewing.
     • When viewing the details of a dashboard template, there is a barcode icon within the Details header which will launch the Encoder tool. This tool will create a barcode with the link to the dashboard template embedded so public users may access this dashboard template without logging into the system.
   • IP Allow List: The comma-separated list of individual IP addresses (x.x.x.x) or IP address ranges (x.x.x.x – x.x.x.x) that are allowed to access this anonymous dashboard template. Leave blank to allow access from any IP address.
     • This field is only visible when Allow Anonymous Submittal is toggled on.
   • External Identifier: Enter a unique identifier that represents this record in an external system.
   • Description: Enter a detailed description of the dashboard template.
6. Select “Add” upon completion.

Develop a dashboard template

Dashboard templates may contain multiple dashboard pages. Define the template first with the primary page, and then incorporate additional pages if desired.

Template information

This is the information captured when creating the dashboard template. You may:

• Edit the main dashboard template information.
• Create a barcode or QR code with a link to view this dashboard template.

Template Pages

Template pages include the individual dashboard pages grouped under this template.

1. Select “Add” to add a new page.
2. Populate the fields.  Data fields with an asterisk (*) are required.
   • Name*: Enter the name of the dashboard template page.
   • Icon*: The icon that best represents the dashboard page.
   • Include Dashboard Filter: Toggle on if this page will show the dashboard filter by default.
   • Default Page: Toggle on if this page is the default page for the dashboard template.
   • External Identifier: Enter a unique identifier that represents this record in an external system.
3. Select “Add” upon completion.

Page information

The Page Information section displays page details captured when creating the page. You may:

• Edit the dashboard page information.
• Create a barcode or QR code with a link to view this dashboard page.

Page layout

The page layout displays the individual cards of the dashboard template page.

Import current dashboard layout

Import your current dashboard page layout (including any size settings).

Add a dashboard control

A dashboard control is a report that has already been configured in the system.

1. Select the “Add” button in the Dashboard Controls section.
2. Click the “plus” icon to select the dashboard control to add.
3. Select the Checkmark icon in the section heading to save the layout changes upon completion.
4. Discard layout changes by selecting the Trash Can icon.

Manage Dashboard Controls

Manage dashboard controls by clicking and dragging in the lower right-hand control of each control to resize, clicking anywhere in the control box and dragging to relocate, or clicking the trash can icon to remove the dashboard control.

Dashboard Security Tip

Please ensure the report-level security selections are coordinated. Users with insufficient security access to view a dashboard control will see an indicator that they do not have the appropriate security permissions to view this report, with guidance to contact their system administrator or the owner of this report to provide access to their security role.

Manage security

In this section, you may define which security roles have access to your dashboard template if the dashboard template is not set to be viewed anonymously.

Add a security role

The dashboard templates are only available for use by users who have appropriate security roles.

1. Locate the dashboard template record and select the View/Edit button for the desired record.
2. Select the “Add” button in the Security section.
3. Populate the field.  Data fields with an asterisk (*) are required.
   • Security Role*: Select the security role that allows the use of the dashboard template.
4. Select “Grant” upon completion.

Add all security roles

The dashboard templates may be available to all users if all security roles are granted access.

1. Locate the dashboard template record and select the View/Edit button for the desired record.
2. Select the “Add All” button in the Security section.
3. Select “Grant All” to confirm your selection.

Manage Security Roles

Once security has been assigned, manage these records to maintain accurate access.

1. Locate the dashboard template type and select the “Edit” button for the desired form type.
2. To the right of each record, under the Actions menu, you may:
   • Revoke template access for users of this security role.

Manage dashboard templates

1. Expand the “Configuration” menu on the sidebar navigation.
2. Expand the “Lists” menu.
3. Select “Dashboard Templates” to view the list of Dashboard Templates.
4. To the right of each record, under the Actions menu, you may:
   • View detailed information or edit the dashboard template.
   • Download the dashboard template for import into another database.
   • Delete this dashboard template.

System-defined dashboard templates cannot be downloaded or deleted.