Functionality from the Classic Home Portal modules, and the Dashboards module, have been combined into Browser Portals, a tool unique to Covalent Browser. Given that this is an all-new Module, your Dashboards and Portals will need to be recreated.
In Browser, owning the Dashboards module makes a big difference to the number of Portal Components available for use. Below is a list of all components that can currently be added to a Browser Portal. More information on all these components below can be found in the Online Help.
With the Dashboards Module
Sites with the Dashboards module have access to the full range of Portal Components, as listed below:
Table Components
These Components display a list of results from a Query.
- Best Performing items - available for Actions and PIs
- Worst Performing items - available for Actions and PIs
- Improving items - available for Actions, Feedback items, PIs and Risks
- Deteriorating items - available for Actions, Feedback items, PIs and Risks
Chart Components
These Components use results from a Query to produce bar and line charts
Multiple modules
- Traffic Light - available for Actions, PIs, Audit Files and Recommendations
- Current item Status - available for Actions, Feedback items, PIs, Audit Files and Recommendations
- Polychart - available for Actions, Feedback items, PIs, Risks and Internal Controls, Audit Files and Recommendations
For Actions only
- Combined Progress
- Expected Outcome
- Recently Completed
- Upcoming Due Dates
- Recently Started
- Upcoming Updates
- Recently Completed Milestones
- Upcoming Milestones
For Feedback items only
- Currently Active Items (by Type)
- Currently Active Items (by Stage)
- Approaching Due Date
- Closed in the last 30 days (by Type)
- Closed in the last 30 days (by Stage)
- Closed in the last year (by Type)
- Closed in the last year (by Stage)
- Average Elapsed Days for Open items (by Type)
- Average Elapsed Days for Open items (by Stage)
- Average Elapsed Days for Closed items (by Type)
- Average Elapsed Days for Closed items (by Stage)
- Complaint Types (last Year)
- Complaint Types (Currently Open)
- Items open in the last 12 months
- Opening and Closure Rates
- Age Range in the last 30 days
- Age Range in the last Year
For Performance Indicators only
- PIs at Red
- Trend Chart
- Annual Trend Chart
- Index trend Chart
- PI Gauge
For Risks only
- Heat Map (current)
- Heat Map (12 months previously)
- Risks Statuses
- Linked Actions Statuses
- Linked Actions Progress
- Scheduled Reviews
- Recent Assessments
Count Components
These Components show the number of results from a Query.
- Simple Query Count - available for Actions, Feedback Items, PIs, Risks, Audit Files and Recommendations
For Actions only
- Actions completed in the last 12 months
- Actions due in the next 12 months
For Feedback items only
- Currently Open
- Currently Overdue
- Check Progress
- Closed in the last 30 days
Other Components
- Image Component
- Embed a Web Page Component
Without the Dashboard Module
Even without the Dashboards module, the appearance and layout of Components is fully customisable.
Table Components
These Components display a list of results from a Query.
- Items by Query - available for Actions, Feedback items, PIs, Risks, Internal Controls and Scored Internal Controls, Report Portal Components, Audit Files and Recommendations
- Items by Ownership - available for Actions, Feedback items, PIs, Risks and Internal Controls, Report Portal Components, Scorecards, Strategy Maps, Audit Files and Recommendations
- Text Component
- Strategy Map Component
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