Administrator Functions

Abstract

Product: The Metrics Dashboard

When to create visualizations in the Visualization Library or the Manage Dashboards view

• Create a visualization in the Visualization Library if you plan to subscribe multiple personas to the visualization. This saves time instead of creating the same visualization for each persona.

• Create a visualization in the Manage Dashboards view if this visualization is applicable for one persona. Visualizations that are created in the Manage Dashboards view cannot be sent to other persona dashboards.

Relevant eLearning

Visualization Library

The Visualization Library is a workspace where users with the User Type Privilege Metrics Dashboard Admin enabled. can manage visualizations. They can create, edit, or delete visualizations and share them on the other visualization dashboards, for example Recruiter, Manager, or Administrator Dashboard. Editing a visualization in the Visualization Library automatically cascades the changes to its persona workspace counterparts.

Send a Visualization to any persona workspace

1. In the Metrics Dashboard, create the visualization in the Visualization Library. For information on creating a visualization, see Example Visualizations.

2. Select Manage Subscriptions.

3. Select the personas to send the visualization to, and select Update.

4. The visualization shows on that persona’s Manage Dashboard view and on the My Dashboard Library view of that persona’s users.

Remove a Visualization from a Persona Group

1. In the Metrics Dashboard, for an existing visualization in the Visualization Library, select Manage Subscriptions.

2. Clear the personas to remove the visualization from, and select Update.

3. Select OK.

4. If a user is subscribed to that visualization from the My Dashboard Library, the visualization becomes a stand-alone version on their My Metrics Dashboard workspace after it has been removed from the Visualization Library.

Delete a Visualization from the Visualization Library

Deleting a Visualization from the Visualization Library makes its My Dashboard Library workspace counterpart a stand-alone visualization. This action does not delete it from the My Dashboard Library workspace.

1. In the Metrics Dashboard, for an existing visualization in the Visualization Library, select Actions → Delete.

2. Select OK to delete the visualization or Cancel to leave the visualization.

3. This deletes the visualization from the Visualization Library. Its subscribed counterpart within the Manage Persona Dashboard becomes a stand-alone visualization unless the visualization was removed from the persona group.

Manage Dashboards

The Manage Dashboards workspaces are only visible to Admin users. Each persona dashboard can be managed individually by the users with the User Type Privilege Metrics Dashboard Admin enabled. Visualizations added in this workspace are not available in the Visualizations library workspace and are private for that persona.

• Deleting a visualization from the individual dashboard workspaces deletes the visualization from the workspace and makes all its subscribed My Metrics Dashboard counterparts stand-alone visualizations. This action does not delete it from the user’s My Metrics Dashboard.

• When a visualization is created in the Visualization Library and subscribed to a persona dashboard, then edited by an Admin user in the Manage Dashboards for the persona, the visualization in the Manage Dashboards view is unlinked from the Visualization Library visualization.

• When visualizations are edited by an Admin user at the persona level after the user has edited the same visualization on the My Metrics Dashboard the updated versions available icon is shown. Restore from Default button is shown on the My Dashboard view and Remove from My Dashboard, Overwrite, and Unsubscribe buttons are shown on the My Persona Dashboard view.

Visualization Library link to My Dashboard Library:

• Admins create visualizations within the Visualization Library and subscribe them to the different persona groups. Subscribing to a visualization from the Visualization Library creates a link between the My Dashboard Library visualization the Visualization Library counterpart.

• If an Admin edits a visualization in the My Dashboard Library that was pulled from the Visualization Library, it is disconnected from its Visualization Library counterpart, making the visualization a stand-alone visualization.

My Dashboard Library link to My Metrics Dashboard

• Subscribing to a visualization from the My Dashboard Library creates a link between the user visualization and the My Dashboard Library counterpart.

• Editing a visualization on the My Metrics Dashboard that was pulled from the My Dashboard Library keeps its source visualization link and updates the time stamp.