TRAINING GUIDE. Web Apps Dashboard Setup Training

Transcription

1 TRAINING GUIDE Web Apps Dashbard Setup Training

2 Web Applicatins Dashbard Setup Training In this bklet, we ll intrduce yu t the Dashbard. We ll prvide yu with detailed instructins n creating custmized Dashbard hmepages, setting up users, and implementing Dashbard Templates. Several easy-t-fllw exercises are included in this wrkbk t give yu practice setting up custm Dashbard pages. Table f Cntents Understanding the Dashbard... 2 Dashbard Tabs... 5 Dashbard Frames... 5 Creating Custm Dashbard Pages... 7 Example Add User... 8 Add a Dashbard View Add Frame Add Data drill Mre Practice Example Add Asset Hierarchy Tree Mre Practice Setting Up Templates Applying Templates t Users Applying Batch Templates Setting up Shared Tabs Creating Shared Tabs Assigning Shared Tabs Security Settings Dashbard Web Frms Mre Practice FILTER RESERVE WORD LIST AND DEFINITIONS... 30

3 Understanding the Dashbard The main intent f the Dashbard is t put all srts f infrmatin quickly in frnt f each user. This infrmatin can be custmized s that each user nly sees the data that is mst imprtant t him r her. The Dashbard cntains custmized dashbard Tabs, data drills, reprts, asset hierarchy trees, and RSS feeds that have been set up t shw each user s items f interest. Within these dashbards users are able t set up quick links t prgrams in the Lucity suite in bth the Web and Desktp applicatins. This allws the web applicatin t act as a prtal t critical Lucity mdules. Users will have immediate access via the web t the mdules that they use n a frequent basis. It cntains the custmized menus and frms used t add, edit, and view recrds in the desktp. We recmmend that each user set up a shrtcut t the crrect website t launch the Dashbard quickly and easily. In the Lucity Administratin tl the Dashbard/Preferences tl is an easy-t-use way t custmize the lk and cntent f yur fully dynamic Dashbard page. The Dashbard/Preferences allws yu t create Dashbard settings fr individual users as well as create Templates that can be applied t multiple users. Sme examples f Dashbards: Web Applicatins Dashbard Setup 2

4 As can be seen with the examples abve, the infrmatin and the appearance f the dashbards are very custmizable. Web Applicatins Dashbard Setup 3

5 Befre we begin the prcess f hw t set up the system, let s start with sme basic terminlgy. The menu at the tp is the tp menu bar. Hme - always displays the special dashbard buttns underneath it. Menu this displays a custmized menu created fr the user by the administratr Favrites this displays a list f Tabs that the user has marked as favrites Open Views this prvides a list f all views that are pen Mdules this prvides a list f all views that the user has permissins t use. The special dashbard buttns d the fllwing: Open Dashbard This buttn will always put all pen views in the backgrund and bring the dashbard frward. Links This shws web links that the user can launch. When setting up these links always use the entire web address ( This buttn is nt visible unless the user has links assigned t his r her dashbard. Launch GIS Map. This buttn launches the GIS map that is setup fr the user. Help This buttn launches the n-line help file. Lcal Preferences this buttn allws the user t make fnt and clr changes t their persnal dashbard. The user has t have the Change Default Applicatin Clrs permissin set t true in rder t change clrs but can always change fnt sizes. Timesheet This buttn displays the timesheet (r timesheets) that the administratr has authrized fr this user. If the user has rights, then the user may als see sme timesheet administratr functins. Web Applicatins Dashbard Setup 4

6 Dashbard Tabs Each f the items t the left are called Dashbard tabs. By clicking n each tab, a different dashbard page appears (think f it as flipping a page). Each time a new Tab is accessed, the system needs t refresh the data set. This can take sme time depending n hw much data is being accessed. We recmmend that n ne dashbard is s full f infrmatin that it takes a lng time t pull up. Only data frm the current dashbard Tab is analyzed at ne time and it always starts with the Dashbard Tab at the tp. Keep it clean and the reprts that it pulls up simple. A user can have an unlimited number f Dashbard Tabs per dashbard. Administratrs can als setup Shared Tabs. Infrmatin n these tabs is mdified nce and then is updated n all dashbards that use the shared tab. Dashbard Frames The bx t the left shws an example f a Dashbard Frame. These frames shw infrmatin that has been gleaned frm the Lucity data. T the left shws data drill infrmatin (the user can drill dwn int the data t see hw it is structured). Frames can als shw Reprts, Asset Hierarchy Trees, and RSS feeds. The Web map is als shwn as a Plugin type but this is nt yet functinal Each dashbard can have an unlimited number f dashbard frames and an unlimited number f plugins but we again recmmend keeping each dashbard Tab as clean and fast as pssible. Ntes: Web Applicatins Dashbard Setup 5

7 Dashbard Frame Items cntain the fllwing elements: A Dashbard Frame Title (Open Wrk Orders abve) Launch in Desktp buttn If this buttn has the range square surrunding it, then when the data drill text is selected, the Lucity desktp applicatin will be launched and the number f recrds in the data drill will be retrieved. Launch in Web buttn If this buttn has the range square surrunding it then when the data drill text is selected, the Lucity web applicatin will be launched fr this data type and the number f recrds in the data drill will be retrieved. Once either f the tw buttns abve have been selected by the user then the system remembers its setting until the ther buttn is selected. Currently there is n way t turn ff these buttns. Fr Versin 7.4 SP1 we are develping a prcess where the administratr can hide either r bth f these buttns. Refresh buttn refreshes the infrmatin cntained within the dashbard frame. This is typically much faster than having the entire frame refreshed. We wuld recmmend that users hit this refresh buttn whenever they want t see updated infrmatin in their frame. Plug-ins. There are fur unique types f plug-ins that each frame can display. While a frame can mix and match plugin types, we recmmend that each frame nly cntain ne plugin type. The plugin types are: Nte: As an administratr, yu can easily cpy a plugin that has been cnfigured fr anther user t the current user s frame. Data Drill A data drill displays raw data frm a filter in a drill dwn fashin. The filter can be all recrds r a very special recrd set. It can als cntain key r reserve wrds which further help limit the data that is displayed. Asset Hierarchy Trees An asset tree displays facility assets in the fllwing hierarchical rder: Sites, Buildings, Rf, Flr, Rm, Dr, and Furnishings. Assciated Equipment assets will appear at each level in the hierarchy. Yu can expand the individual asset categries t see lists f the specific assets included. Mdule recrd cunts will als be indicated. Users can click n the asset names t launch the assciated asset recrds in the desktp applicatin. Reprts Users can view Crystal Reprts in the frame. We recmmend that these reprts are frmatted in such a way that fit inside the frame (r clse t it). RSS Feeds - RSS is a family f web feed frmats used t publish frequently updated cntent such as news stries, blg entries, and pdcasts in a standardized manner. An RSS dcument (called a "feed") cntains either a summary f cntent frm an assciated web site r the full text. Imprtant! While Lucity attempts t remve any scripting frm RSS feeds befre rendering them n the Dashbard, we cannt guarantee that external feeds are safe. When yu r ne f yur users subscribes t a feed, they d s at their wn risk. Nw that we have sme f the nmenclature ut f the way, we can start learning hw t create these dashbard pages. Web Applicatins Dashbard Setup 6

8 Creating Custm Dashbard Pages T begin creating custm Dashbard pages, yu ll need t lgin t the Lucity Administrative User Interface. This prgram is fund with the Lucity Admin Tls and can be accessed using yur Lucity username and passwrd. Access the Dashbard/Preferences by selecting Dashbard>>Dashbard Preferences frm the UI Admin main menu: The Dashbard/Preferences will pen. Over the fllwing pages we ll walk yu thrugh a step-by-step example t add a new user s Dashbard page. Ntes: Web Applicatins Dashbard Setup 7

9 Example 1 Fr ur first example, we ll create a Dashbard page fr Nick Rland, a Lead Wrker. The first step in setting up a Dashbard page is t add users; afterwards yu can edit r delete users. Add User 1. Select the Users radi buttn at the tp f the Dashbard/Preferences. All users with previusly defined Dashbard settings will be displayed. 2. Click the Add buttn in the upper right-hand crner. The Add User Preference dialg will appear, allwing yu t select the user fr whm yu plan t create a dashbard. Web Applicatins Dashbard Setup 8

10 3. Make sure that yu understand hw the Find buttn wrks. If yu have a lng list, it gives yu an pprtunity t restrict the list t view a much smaller list. By typing in a letter in either the UserID, Last Name r First Name fields, the user list at the bttm autmatically get reduced t thse users meeting the criteria typed. Fr instance, if J was typed in the First Name field belw, tw users wuld then remain Jen Rlln and Jimmy Washingtn. Under Dashbard Tabs, select Add. This will allw yu t create a dashbard and add frames t the dashbard. Web Applicatins Dashbard Setup 9

11 Add a Dashbard View T add a Dashbard Tab, click the Add buttn n the Add Dashbard Tab dialg. The fllwing windw will appear: 1. In the Name field, enter a unique name fr the Dashbard Tab. Each User can have multiple Tabs. 2. The Enable Refresh Rate (in Secnds) field allws yu t enter a regular interval t autmatically refresh the Dashbard. This refreshes all f the filters and reprts n schedule. T enter a Refresh Rate, mark the Enable checkbx and type a value (in secnds) in the field prvided. Nte: By default, the system des nt autmatically refresh the data; instead, the user can manually refresh the system by pressing the Refresh link inside each Dashbard Frame. This is the recmmended methd fr ding a system refresh 3. Click OK t save yur changes. Add Frame 1. Re-pen the Dashbard Tab yu created by clicking Edit Every user can have multiple frames n the Dashbard page. A frame is simply a bx cntaining specified grups f infrmatin. Frames can cntain data drills, reprts, asset hierarchy trees, and RSS feeds. Yu can use the buttns alngside the grid t Edit and Delete frames, as well as change the rder in which they appear n screen by using the Mve Up and Mve Dwn buttns. Web Applicatins Dashbard Setup 10

12 2. Click the Add buttn beside the Frame grid. The Frame dialg will appear. 3. In the Frame Name field, type Nick Rland s Open Wrk Orders. Frame names are required. They appear in the frame headers n the Dashbard page and help users quickly identify the data stred in the frame. Typically Frames are paired tgether s that they are tw acrss. If yu want the frame t take up the width f tw standard frames, then select the Span Frame checkbx. This will make the frame twice as wide. Fr Versin 7.4, SP1, we plan n adding tw mre checkbxes by the Span Frame. One fr Launch in Desktp and ne fr Launch in Web. This will allw clients t be able t prevent users frm launching a nn-desired methd. Web Applicatins Dashbard Setup 11

13 Add Data drill A data drill displays raw data frm a filter in the frm f a tree view. Each filter prvides access t ne r mre Lucity mdules. This allws the Dashbard t be either Wrk Order based r Service Request based, as well as Asset based. 1. Click the Add buttn in the Add Frame dialg. The fllwing dialg will appear: Yu can leave the name as Data Drill fr nw as we will change it later. 2. Frm the drp dwn menu, chse plugin type yu will be creating: data drill, asset hierarchy tree, crystal reprt, map, r RSS feed. Give the plugin a name. Click OK and the fllwing dialg will appear fr that plugin type. Fr this example, we will create a data drill. Web Applicatins Dashbard Setup 12

14 3. Filters define the cntent f the rt data displayed in the data drill. Click the Acquire buttn t access the Acquire Filter dialg: 4. Select the Wrk Order Manager frm the Prgram drpdwn list and Wrk Orders frm the Mdule drpdwn list. 5. Place a checkmark beside Use r Mdify an Existing Filter. 6. Select Nick Rland as the Filter Authr. Mst users will want t select their wn lgin name as the Filter Authr. The Filter Name drpdwn will then display nly the filters created using that lgin. 7. Select Nick Rland Open Wrk Orders frm the Filter Name list. The SQL statement fr this filter will be ppulated int the large text field. Nte that yu can edit the infrmatin in this text field if yu wish. Any changes made here will nt impact the riginal filter inside the desktp applicatin. 8. Click the Test Where buttn t cnfirm the filter. It will shw hw many recrds are returned when the filter is prcessed and indicate if any errrs are detected. 9. Click OK when yu are satisfied with the filter. Web Applicatins Dashbard Setup 13

15 10. The read-nly filter string will be displayed at the tp f the Data drill dialg. If yu need t make additinal changes t the filter, click the Acquire buttn again. 11. Type Open Wrk Orders by Status then Prblem as the Data drill Label. The recrd cunt will appear beside the data drill label n the Dashbard page. 12. Click Add in the Drill Dwns sectin and select Status Text (WO_STAT_TY). These will appear as items under the riginal filter n the Dashbard page. This feature prvides yu with a way t srt the data as it appears n the page. The first drpdwn beside each drill displays the database tables in the filter. The secnd drpdwn beside each drill displays individual fields in the selected table. The field yu chse here will be the field by which the data is srted. Web Applicatins Dashbard Setup 14

16 13. Click OK. 14. Click Add in the Drill Dwns sectin and select Prblem Text (WO_PROB_TY). 15. Click OK. 16. Click OK n the Data Drill, Frame dialg, and the Add Dashbard Tab dialg, then click Save n the Add Dashbard dialg. Mre Practice Using the same filter frm the last example (Nick Rland Open Wrk Orders), create additinal data drills fr: Open WOs by WO # Open WOs by Reasn then Main Task Example 2 Fr ur secnd example, we ll add an Asset Hierarchy Tree t Nick Rland s Dashbard page. Asset trees display facility assets in the fllwing hierarchical rder: Sites, Buildings, Rf, Flr, Rm, Dr, and Furnishings. Assciated Equipment assets will appear at each level in the hierarchy. Yu can expand the individual asset categries t see lists f the specific assets included. Mdule recrd cunts will als be indicated. Dashbard users can click n the asset names t launch the assciated asset recrds in the Lucity Desktp applicatin. Add Asset Hierarchy Tree 1. Edit Nick Rland s Dashbard/Preferences. 2. Edit the existing Dashbard Tab. 3. Edit any f the Frames 4. Click Add in the Edit Frame sectin. 5. Select Asset Hierarchy Tree frm the drpdwn. 6. Enter the Plugin Name, Site Tree and click OK. Web Applicatins Dashbard Setup 15

17 7. Select Site Inventry frm the Mdule drpdwn. This determines the mdule entry pint fr the hierarchical display. Yu can chse t begin the hierarchy tree at the Site Inventry, Building Inventry, r Equipment Inventry level. 8. Click the Acquire buttn and select Nick Rland s Respnsibility frm the list f existing filters. Click OK in the Filter dialg. This filter allws yu t custmize and limit the recrd set displayed frm the hierarchy entry pint. Refer back t the steps n page 8 f this wrkbk t define a filter. 9. T accept yur Asset Hierarchy settings, click OK n all dialgs and click Save n the Edit Dashbard dialg. Then, review the updated Dashbard page. Mre Practice Fr sme additinal practice, fllw alng with the exercises belw t set up a Dashbard page fr Jesús Hernandez, a wrk supervisr. Frame 1 Requests Create a new Frame with the fllwing Data drills: 1. Open Requests by Prblem then Asset 2. Open Requests by Status then Asset 3. Open Requests by Status then Prblem 4. Open Requests by Request # 5. Open Requests by Asset then Prblem Web Applicatins Dashbard Setup 16

18 Frame 2 Wrk Orders Create a new Frame with the fllwing Data drills: 1. Open WOs by Lead Wrker then Status 2. Open WOs by Status then Lead Wrker 3. Open WOs by Status then Main Task 4. Open WOs by Status then Prblem 5. Open WOs by Lead Wrker then Reasn 6. Open WOs by WO # Frame 3 Asset Hierarchy Create a new Frame with an Asset Hierarchy Tree. Instead f starting at the Site Inventry level, begin with Building Inventry. Frame 4 Reprt Create a new Frame with a Reprt. 1. Frm Nick Rland s Edit Dashbard dialg, click Edit n the Dashbard Tab, and edit n the Frame dialg. 2. Click Add in the Edit Frame dialg and select Crystal Reprt. 3. Select Wrk Order Manager frm the first drpdwn menu and Wrk Orders frm the Mdule and Mdule Cmpnent drp dwn lists. This menu lists the mdules that the reprts cnnect t. 4. Select Mnthly Open Wrk Orders Chart by Status/Lead frm the next drpdwn menu. 5. Mark the radi buttn beside HTML. The PDF and HTML radi buttns allw yu t indicate whether yu d like the reprt t appear in PDF r HTML frmat n the Dashbard page. 6. Click OK t accept yur reprt settings. 7. Save yur changes and pen up the web app t view the dashbard yu created. Web Applicatins Dashbard Setup 17

19 Setting Up Templates Templates allw yu t quickly apply pre-defined general settings t users Dashbard pages. Yu can define Templates fr grups f users with similar needs, and then custmize individual settings fr specific users. The prcess used t set up Dashbard Templates is very similar t the ne used t set up Dashbard pages. We ll pint ut the minr differences in the example belw. 1. Select the Templates radi buttn at the tp f the Dashbard/Preferences. The list f available Templates will be displayed. 2. Click the Add buttn in the upper right-hand crner. 3. Yu will be asked t give the template a name, type Facility Lead Wrkers in the name field. This will be the name f the template. Click OK. Ntes: Web Applicatins Dashbard Setup 18

20 4. Yu ll fllw the same steps t add Frames and Data drills fr Templates as yu did fr individual users: Add a Dashbard Tab, then a frame, then click add and chse Data Drill. Then, in the Data drills dialg, click the Acquire buttn. We ll g ver a specific filter example n the fllwing pages. 5. In the Acquire Filter dialg, select the mdule, filter authr, and filter name as yu did befre. The SQL statement will be ppulated in the Database Syntax tab. 6. Add the fllwing string t the end f the SQL statement s that the entire filter string resembles the ne in the image belw: AND WKORDER.WO_EMP_CD= %LOGGEDINEMPCODE% This is an example f a field that has a special functin when used in Dashbard filters. When either %LOGGEDINEMPCODE% r %LOGGEDINUSERID% is added t a Dashbard filter, the system autmatically replaces thse strings with the Wrk Emplyee Cde r Lgin ID f the currently lgged in user, respectively. Ntes: Web Applicatins Dashbard Setup 19

21 A list f all reserve wrds are included at the end f this manual. The Select Clumn Name helps yu find the field name that yu want t match up t the reserve wrd. In the example abve, the WKORDER.WO_EMP_CD is fund in the Select Clumn Name by finding Lead Wrker. The Select table name may have tw r mre tables tgether if they are prperly jined. T jin tw tables, the Filter needs t be mdified. Example 1: WKORDER INNERJOIN WKWOTSK ON WO_ID=WT_WO_ID WHERE wuld bring in bth the WKORDER (the main Wrk Order table) and WKWOTSK tables (the Wrk Order Subtask table). Example 2: WKORDER INNERJOIN WKRESRCE ON WO_ID=WR_WO_ID WHERE wuld bring in bth the WKORDER and WKRESRCE table (the Wrk Order Resurces table). Web Applicatins Dashbard Setup 20

22 7. Add the fllwing tw Data drills using the abve filter: Open Wrk Orders by Status then Prblem Open Wrk Orders by WO# 8. Add a secnd frame fr Site Tree ; begin the Asset Hierarchy Tree at the Site Inventry level. 9. Save the Template. Nte: Make sure yu include any links that yu want inside the template if yu want all f the recipients t have the links. Ntes: Web Applicatins Dashbard Setup 21

23 Applying Templates t Users Nw that yu ve successfully created a Template, we ll g ver the steps t apply that template t a new user. 1. In the Dashbard/Preferences, add Jen Rlln as a new user. Select the Users radi buttn and click the Add buttn. In the Settings dialg, select Jen Rlln frm the Name drpdwn list. 2. Select Facility Lead Wrkers frm the drpdwn list. 3. Click the Apply Template buttn in the bttm left crner. The Frames and Data drills fund in the Facility Lead Wrkers template will be added t Jen Rlln s Dashbard settings (see image at bttm f page). 4. T see these settings, run the website, lgging in as Jen Rlln. Applying Batch Templates Yu can apply Templates t multiple users at a single time by using the Apply Batch Template functin. We ll g ver a specific example in a few mments, but first we ll mdify the existing Facility Lead Wrkers template. 1. On the Dashbard/Preferences, click the Apply Batch Template buttn. The Apply Template dialg will appear. 2. The radi buttn fr Existing Users is the default. This shws every user wh currently has had a Dashbard defined. 3. Frm the Users clumn, select Jen Rlln and Nick Rland. They ll be added t the Users fr Template list by highlighting them and then hitting the mve t right arrw. Web Applicatins Dashbard Setup 22

24 4. Highlight Facility Lead Wrkers in the Template list and click Apply Template. The fllwing message will appear. It infrms yu that this prcess will verwrite the Dashbard settings fr the selected users and apply the Template settings. Click Yes t cntinue. 5. Nw, select the New Users radi buttn. Users withut Dashbard settings will be displayed in the list. 6. Frm the Users clumn, select Jimmy Washingtn. He ll be added t the Users fr Template list. 7. Highlight Facility Lead Wrkers in the Template List and click Apply Template. The abve message will appear. Click Yes t cntinue. 8. Nw, run the website lgging in as Nick, Jen, r Jimmy t view the Dashbard page. Yu will ntice that after applying the template the Template Applied Clumn is filled in. This will help yu if yu ever want t update this template and reapply it t the same users. Setting up Shared Tabs Shared tabs allw yu t create a single tab and then assign t a grup f users. Unlike a template nce a shared tab is applied all changes t the shared tab will immediately appear n each related user s dashbard (this requires a refresh). These tabs can be applied t any dashbard r template. This allws individual users t have custm dashbards, while giving admins the ability t prvide grups f peple a specific set f infrmatin. Web Applicatins Dashbard Setup 23

25 Creating Shared Tabs Use the fllwing steps t create a shared tab: 1. Open up the Dashbard/Preferences dialg and switch t Templates at the tp. 2. Click the Manage Shared Tabs buttn that appears near the bttm right. 3. The fllwing pp-up will appear 4. The pane n the left cntains a list f all the shared tabs. Click the New Tab buttn at the bttm left. The Add Dashbard Tab dialg will appear. Web Applicatins Dashbard Setup 24

26 5. Yu ll fllw the same steps t add Frames and Data drills fr shared as yu did fr individual users and templates: Add a Dashbard Tab, then a frame, then click add and chse Data Drill. Then, in the Data drills dialg, click the Acquire buttn. We ll re-use the filter example n the fllwing pages. 6. In the Acquire Filter dialg, select the mdule, filter authr, and filter name as yu did befre. The SQL statement will be ppulated in the Database Syntax tab. 7. Add the fllwing string t the end f the SQL statement s that the entire filter string resembles the ne in the image belw: AND WKORDER.WO_EMP_CD= %LOGGEDINEMPCODE% This is an example f a field that has a special functin when used in Dashbard filters. When either %LOGGEDINEMPCODE% r %LOGGEDINUSERID% is added t a Dashbard filter, the system autmatically replaces thse strings with the Wrk Emplyee Cde r Lgin ID f the currently lgged in user, respectively. Ntes: Web Applicatins Dashbard Setup 25

27 A list f all reserve wrds are included at the end f this manual. The Select Clumn Name helps yu find the field name that yu want t match up t the reserve wrd. In the example abve, the WKORDER.WO_EMP_CD is fund in the Select Clumn Name by finding Lead Wrker. The Select table name may have tw r mre tables tgether if they are prperly jined. T jin tw tables, the Filter needs t be mdified. Example 1: WKORDER INNERJOIN WKWOTSK ON WO_ID=WT_WO_ID WHERE wuld bring in bth the WKORDER (the main Wrk Order table) and WKWOTSK tables (the Wrk Order Subtask table). Example 2: WKORDER INNERJOIN WKRESRCE ON WO_ID=WR_WO_ID WHERE wuld bring in bth the WKORDER and WKRESRCE table (the Wrk Order Resurces table). Ntes: Web Applicatins Dashbard Setup 26

28 8. Add the fllwing tw Data drills using the abve filter: Open Wrk Orders by Status then Prblem Open Wrk Orders by WO# 9. Add a secnd frame fr Site Tree ; begin the Asset Hierarchy Tree at the Site Inventry level. 10. Save the Template. Nte: Make sure yu include any links that yu want inside the template if yu want all f the recipients t have the links. Assigning Shared Tabs Once yu have created yur shared tab we need t assign it t sme users. 1. Back n the Manage Shared Tabs dialg select the shared tab in the left pane. 2. Nw in the middle pane find sme users t apply that tab t. This pane defaults t a list f Users with Dashbards. Hwever it can als shw Users withut Dashbards and Templates. If a shared tab is applied t a user withut a dashbard the system will create a dashbard fr the user and then assign the shared tab t their dashbard. Web Applicatins Dashbard Setup 27

29 3. Select Nick Rland, and Jen Rlln in the users list and click the buttn. 4. Their names will nw appear in the right pane. The right pane displays a list f all users that the shared tab is currently applied t. 5. Click Save Changes. The tab is nw added as the last Dasbard Tab n their Dashbard. Any changes made t tab after this will be reflected n Nick and Jen s dashbards. Web Applicatins Dashbard Setup 28

30 Security Settings All users with lgin names established in the Lucity Security.exe can access the UI Admin prgram; hwever, in rder t perfrm certain functins the fllwing permissins will need t be granted. Dashbard These permissins can be fund in the General Dashbard and User Preference sectin. Permissin Name Purpse Setting Change Default Applicatin Clrs Change Help URL Allws yu t change the clr settings n yur dashbard. This des nt impact changing the Fnt size. The user always has the ability t edit the Fnt size Allws yu t change the URL address fr the help dcumentatin. This shuld nly be enabled fr administratrs. Off On Edit Own Recrd Allws yu t mdify yur wn Dashbard page. On General Edit Manage Dashbard Templates Allws yu t mdify anyne s Dashbard settings. This shuld nly be enabled fr administratrs. Allws yu t mdify Dashbard Templates and assign Templates t Users. This shuld nly be enabled fr administratrs. On Off Web Frms These permissins can be fund in the General System Cnfiguratin sectin. Permissin Name Purpse Setting System Cnfiguratin Assign Windws Accunts Allws yu t perfrm administrative functins such as creating custm frms and grids, adding frms t menus, adding users t the Dashbard, etc. Allws administratrs t assign Windws dmain accunts t Lucity user accunts (used fr integrated security). On On Mre Practice Practice setting security permissins fr the fllwing individuals: Jesús Hernandez (#38) Supervisr Jen Rlln (#77) Lead Wrker Jimmy Washingtn (#1101) Lead Wrker Web Applicatins Dashbard Setup 29

31 FILTER RESERVE WORD LIST AND DEFINITIONS '%LOGGEDINUSERID%' - This maps t the Initials field in the USER_INFO table. When this string is used in a filter, the system autmatically replaces it with the Lucity Lgin ID f the currently lgged in user. '%LOGGEDINEMPCODE%' - Yu must wn Wrk t use this string. It maps t the EM_EMPL_CD field in the WKUEMP table. When this string is used in a filter, the system autmatically replaces it with the Wrk Emplyee Cde f the currently lgged in user. In rder t use this string, the Lgn ID (EM_EMPLID) needs t match the emplyee's Initials in USER_INFO and the emplyee recrd needs t be active. '%FISCALYEAR%' - Yu must wn Wrk t use this string. It uses the current fiscal year frm the Planning and Budgeting, Fiscal Year mdule in the Desktp applicatin. '%CURRENTYEAR%' - Inserts the current calendar year. '%CURRENTQUARTER%' - Inserts the current quarter. '%CURRENTDAY%' - Inserts the current day. '%CURRENTWEEK%' - Inserts the current week. '%FIRSTHALFOFTHEMONTH%' - Inserts the first half f the mnth (days 1-15). '%SECONDHALFOFTHEMONTH%' - Inserts the secnd half f the mnth (days 15-31). '%CURRENTMONTH%' - Inserts the current mnth. '%ONEWEEKAHEAD%' - Inserts the next week. '%TWOWEEKSAHEAD%' - Inserts the next tw weeks. '%ONEWEEKAHEADANDBEFORE%' - Inserts the next week plus previus timespan. Fr example, yu may use this string t query fr all existing pen wrk rders as well as thse that are pen/due in the next week. '%TWOWEEKSAHEADANDBEFORE%' - Inserts the next tw weeks plus previus timespan. Nte: When using the reserved wrds abve, make sure that yu enter them in all uppercase letters and enclse them in percent symbls (%) and single qutes ('). Restrictins: Dashbard filters cannt cntain ORDER BY clauses. The prgram will strip ut the ORDER BY clause if yu try t use ne. Additinally, if yu are using a Filter t access the Desktp applicatin, be sure that WHERE clauses are in uppercase. This is required fr the desktp app. Web Applicatins Dashbard Setup 30