logo
The Process & Workflow dashboard is where you create, manage and publish custom dashboards built from your process/audit forms.
From here you can: create a dashboard (choose which processes to include and whether to include Action Points), add charts, assign access to other users, view historical (past) dashboards, and open a live dashboard for the current date range.

Top controls (page-level)

  • Add (top-left): create a new Process & Workflow dashboard.
  • Column sorting / search: each column supports search or sorting (where shown).
  • Pagination: grid is paginated — use bottom controls to move between pages.

Dashboard grid — how to read it

Each dashboard you create appears as one row in this grid. Columns:
  • Title
      • The dashboard name you provided during creation.
  • Last Modified On
      • Timestamp of the last change (created/edited).
  • Last Modified By
      • Name/email of the user who last edited the dashboard.
  • Process Count
      • Number of processes/audits selected when the dashboard was created (or later edited). This matches the number of forms that feed data into the dashboard.
    • Process Count = number of selected processes.
  • Users
      • The total number of users associated with the dashboard — this includes the dashboard owner plus assignees and read-only assignees. (You can open the Edit modal to see the list.)
    • Users reflects owner + assignees + read-only assignees.
  • Charts Count
      • Number of charts configured inside that dashboard (how many tiles you’ve added to the canvas). This updates when charts are added or removed.
    • Charts Count is 0 until you open the dashboard (Live) and add charts.

      • Past Records vs Current Period — explanation & examples

      Current Period (Live)
    • When you open Live, the dashboard shows the data for the current date range selected by the dashboard user (top-left date pickers). Example: if date range is 2025-09-01 → 2025-09-09 and today is 9 Sep, the Live view shows data from 1–9 Sep (the “current” range).
    • Current Period is what owners/assignees typically operate on to analyse ongoing activity.
      • Past Records (View)
    • Past Records holds historical snapshots — e.g., monthly canvases or saved historical data views. Use the View button to load earlier date ranges (previous months, weeks).
    • You can select a date range to view older data (example: 1–31 Aug). If a dashboard is used to monitor daily/weekly processes, the corresponding date range will show the data collected in that window.
      • Important callouts
    • You can add charts while viewing either the Current Period or Past Records. Charts added from a Past Record context and charts added in Current Period sync — they become part of the same dashboard configuration and will appear both in Past and Current contexts (the charts themselves are not tied to a single date range unless the chart has its own filter).
    • Use Past Records to compare time ranges (e.g., “how did September compare to August?”) — charts and KPIs will update to show data for whichever date range you selected.
  • Action (icons)
    • ✏️ Edit — opens the Create/Edit modal so you can update processes, owners, assignees, or the action point checkbox.
    • 🗑️ Delete — remove the dashboard (confirmation required).

Create / Edit Dashboard (modal) — fields & behaviour

When you click Add (or Edit), the same modal opens. Fields you document:
  1. Title (required)
      2. The dashboard name shown in the grid.
  1. Processes / Forms (multi-select)
      2. Choose the process/audit forms to pull data from (these will appear as options if they were included when the dashboard container was created). The selected processes determine the Process Count.
  1. With ActionPoints (checkbox) — callout
      2. If checked, Action Points raised inside the selected process flows are included in the dashboard charts. This lets you mix process metrics and action-point metrics. (This is a one-click toggle when creating the dashboard.)

      Roles & permissions — quick reference

      • Owner
        • Full privileges: create + edit dashboard record, add/remove charts, rearrange & save dashboard layout, publish/download.
      • Assignee
        • Can open and edit charts locally but cannot save changes that overwrite the owner’s dashboard configuration. Edits done by assignees are session-level unless the owner saves them.
      • Read-only Assignee
        • View-only: cannot edit or save.
  1. Owners (single or multi, depending on your setup)
      2. Dashboard owners have full access: create charts, save changes & publish. The owner is typically the person who “owns” the dashboard configuration.
  1. Assignees (multi-select)
      2. People assigned to the dashboard. Assignees can open the dashboard, add or edit charts locally (for their view), and test visualisations — but they cannot save a dashboard-level change. In other words, they can change a chart for their session but can’t overwrite the standard dashboard configuration.
  1. Read-only Assignees (multi-select)
      2. These users can view only — they can’t edit charts or save changes.
  1. Add / Save button
      • Add (when creating) or Save (when editing) persists the dashboard record. After saving, a new row appears in the grid with Process Count, Users and Charts Count (initially charts will be zero until you add them to the canvas).
Edit behavior: Clicking the Edit icon in the grid re-opens this exact modal, letting owners and permitted users change processes, add/remove assignees, or toggle Action Points.

Tips & best-practices

  • When creating a dashboard, pick a clear, descriptive title to make later search easier.
  • Use the With ActionPoints checkbox only if you need action-point metrics inside the same dashboard — it mixes process audit data with action point items.
  • If multiple users collaborate, designate 1–2 owners to avoid conflicting saves; assignees can test new layouts for themselves.
  • Use Past Records to store monthly snapshots for audit or regulatory review.

FAQ / Troubleshooting (quick)

  • Q: I can’t see an expected process in Process Count.
      • A: Open Edit → verify you selected the process in the Processes field.
  • Q: An assignee edited a chart but I don’t see those changes.
      • A: Assignee changes are session-local; only the owner’s save publishes changes to everyone. Ask the owner to Save Changes to make edits permanent.
  • Q: Past Records missing some data for a date range.
      • A: Confirm the correct date-range is selected; also verify the processes you selected contain submissions for that period.
Custom Dashboards
Ticket & Action Point Dashboard
Powered by Notaku
Share
Content
Process & Workflow Dashboard
Top controls (page-level)
Dashboard grid — how to read it
Create / Edit Dashboard (modal) — fields & behaviour
Tips & best-practices
FAQ / Troubleshooting (quick)