Overview
A Dashboards (aka Desktops) is an information display tool within TDWorkManagement (aka TDNext) that provides visual insights of key performance indicators (KPI), metrics and key data points to monitor the health of the organization’s work as it relates to the user. The Enterprise Service Management (ESM) Dashboards are customizable and can include numerous modules and reports in a variety of layouts.
There are two types of Dashboards in the ESM system, the main Dashboard, and the application-level Dashboard. The main Dashboard is what appears when you initially log into TDWorkManagement, and you can add content modules from any of the applications you have access to. The application-level Dashboard is accessible from within an application, and the only modules available are relevant to that application.
Content within Dashboard modules may, or may not, automatically refresh depending upon if the auto-refresh option was enabled on the Dashboard. If auto-refresh is not enabled, you must either click the Refresh button in the top right of each module, or at the top of the Dashboard. Modules related to feeds, like My Feed or Projects Feed are an exception and refresh automatically.
Features
- Out-of-the-box Dashboard modules, modules for custom reports, and other types of Dashboard modules that display information from different parts of the system can be pulled into Dashboards.
- Dashboard Templates are pre-configured dashboards that can be built by administrators, and then applied to users who can use them as a starting point to create their own Dashboards.
- Dashboards can be made public so that people anyone with the link can access them. This can only be accomplished at the user level. Dashboards cannot be made public from within the TDAdmin interface.
Where to Find This
This feature appears mainly in the TDAdmin and TDWorkManagement interfaces. Public Dashboards are displayed within the Service Portal.
TDAdmin is where Enterprise Administrators build out Dashboard Templates and can assign them to individuals as Dashboards. TDWorkManagement is where individuals can interact with those dashboards, modify them, or create new dasbhoards for themselves.
Navigate to TDWorkManagement and login to TDWorkManagement with the direct URL, or click the your name above, and then click TDWorkManagement.
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Gotchas & Pitfalls
- Dashboard modules may, or may not, automatically refresh depending upon if the auto-refresh option was enabled on the Dashboard. If auto-refresh is not enabled, you must either click the Refresh button in the top right of each module, or at the top of the Dashboard. Modules related to feeds, like My Feed or Projects Feed are an exception and refresh automatically.
- Public dashboards may only be created by individuals that have access to Analysis.
Need additional help or have issues
For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.
For immediate assistance please review the Contact Us page for the appropriate support group.