Dashboards List Overview

Dashboards List Overview

Purpose Statement

To demonstrate the features and functions of the Dashboards List, providing users with comprehensive management capabilities for viewing, organizing, searching, and maintaining multiple dashboards within the Dashboard Module.

Background Information

The Dashboards List serves as the central management hub for all dashboards within your First Due environment. This interface allows administrators and authorized users to perform bulk operations, search and filter existing dashboards, and manage dashboard properties. The list view provides essential information about each dashboard including creation and modification details, enabling efficient dashboard administration across the organization.

Required Permissions

Users must have Dashboard Module access permissions to view the Dashboards List. Create Dashboard permissions are required to add new dashboards, while Edit Dashboard permissions are needed to modify existing dashboard names and descriptions. Delete permissions are required for individual or bulk dashboard removal.

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Step-by-Step Guide


1. Navigate to the Dashboards Module and select Dashboard List from the drop-down menu.

Navigate to the Dashboards Module and select Dashboard List from the drop-down menu.



2. You can select one or more Dashboards and click the trashcan icon to bulk delete them.

You can select one or more Dashboards and click the trashcan icon to bulk delete them.



3. You can use the Filter or the Search bar to search for a specific Dashboard.

You can use the Filter or the Search bar to search for a specific Dashboard.



4. You can edit or delete an individual Dashboard.

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This will edit the Dashboard's Name and Description. To edit the Widgets in a Dashboard you need to edit it on the Dashboard's main page.

You can edit or delete an individual Dashboard.



5. Select Add Dashboard to add a new Dashboard to the list. This will allow you to create the Name and Description of the Dashboard. To add widgets you will need to open the Dashboard from the main page.

Select Add Dashboard to add a new Dashboard to the list. This will allow you to create the Name and Description of the Dashboard. To add widgets you will need to open the Dashboard from the main page.



6. When creating or editing a Dashboard you can change the Name or Description.

When creating or editing a Dashboard you can change the Name or Description.



7. You can now see who created or last modified a Dashboard.

You can now see who created or last modified a Dashboard.


Best Practices

  • Use descriptive names and detailed descriptions for dashboards to improve searchability
  • Regularly review and delete unused dashboards to maintain system performance
  • Utilize the search and filter functions to quickly locate specific dashboards in large environments
  • Establish naming conventions for dashboards across departments (e.g., "EMS-Officer-Daily" or "Fire-Prevention-Monthly")
  • Document dashboard purposes in descriptions to help other users understand their intended use
  • Review creation and modification dates to identify outdated dashboards that may need updating
  • Use bulk delete functionality carefully and confirm selections before removing multiple dashboards

Troubleshooting & FAQs

Q: Why can't I see certain dashboards in the list? A: Dashboard visibility may be restricted based on your user permissions or role assignments. Contact your administrator to verify access rights.

Q: Can I restore a deleted dashboard? A: Deleted dashboards cannot be restored from the interface. Contact your system administrator if you need to recover a deleted dashboard from backups.

Q: How do I edit the actual content/widgets of a dashboard from this list? A: The Dashboards List only allows editing of names and descriptions. To modify widgets and layout, you must open the specific dashboard and use the Edit Layout function.

Q: What's the difference between Filter and Search? A: The Search bar performs text-based searches across dashboard names and descriptions, while Filter options allow you to narrow results by specific criteria such as creation date or user.

Q: Can I sort the dashboard list? A: Yes, you can typically sort by columns such as name, creation date, or last modified date by clicking on the column headers.


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