Ticket & Action Point Dashboard
The Ticket & Action Point Dashboard lets you build custom views for tracking tickets (normal or asset-linked) and action points. Unlike the Process & Workflow dashboard, these dashboards don’t show a “Live” view — you always access them via Past Records → View.
Creating a New Ticket Dashboard
- Click Add under the Ticket tab.
- Fill the dialog box:
- Title → name of your dashboard.
- Type → choose Normal Ticket or Asset Ticket.
- Owners → users who control the dashboard (can edit).
- Assignees → main users who will use and interact with this dashboard.
- Read-only Assignees → users who can view but not edit.
- Click Add → a new row appears in the grid.
Grid Columns:
- Title → dashboard name.
- Charts Count → no. of charts inside.
- Past Records (View) → enter the dashboard.
- Action → edit or delete.
Creating a New Action Point Dashboard
- Go to the Action Point tab → click Add.
- Fill the dialog box:
- Title → name of your dashboard.
- Processes → link action points from a specific process.
- Owners, Assignees, Read-only Assignees → same meaning as in Ticket dashboard.
- Save to create.
Inside the Dashboard
When you open a Ticket or Action Point dashboard:
- Default View → KPIs (Open, On Hold, Completed, Closed, Avg. Completion Time, Avg. Closure Time) and a line chart of created/completed/closed over time.
- Grandfather Filter → filter the whole dashboard by Concept, Sub-concept, Store Category, Stores, Process, Date Range.
- Add Charts → you can add bar, line, group, heatmap, KPI, etc. (see Common to All Dashboards for details).
- Download → export dashboard as PDF, PPT, or Interactive PPT.
- Reset / Arrange Charts / Save → same as Process & Workflow dashboards.
Key Notes
- No “Live” vs “Current Period” toggle here — all access is via Past Records → View.
- Default KPIs and line chart are always present; everything else is customizable.
- Assignee roles:
- Owner: full control.
- Assignee: active user of the dashboard.
- Read-only: view-only.
👉 Next, do you want me to handle “Common to All Dashboards” (charts + config + management) as the third father page? That will wrap up the whole BI Dashboard structure neatly.