What does the Dashboards module unlock in Browser?

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
• Without the Dashboards

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