Organization Home Page Summary Badges | GideonSoft Support
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Organization Home Page Summary Badges

Organization Homepage Summary Badges 

The Organization homepage can display Summary badges, which summarize data throughout the Org based on administrative or performance filters. When a badge is clicked, there are 3 main views to see results:

  • All results
  • By Location (Grid)
  • By Location (tiles)

 

Each badge essentially creates a filtered subset of data which can then be used to create a widget on the dashboard directly below. You have the ability to add summaries for everyone as well as just yourself.

 

There are 2 ways to create a badge or manage existing badges:

  • On the homepage, under the welcome message (it includes a count of instances and modules you have access to), click the “+ Manage home page summaries” button.
  • From the Organization settings page, under Tools.

 

There are currently two available Summaries: 

  • People Count … displays a count of people based upon the selected filters
  • Score … displays an aggregated value based on the selected mapped score variables and filters. 

 

Badge filtering options can differ, depending on which type you choose, and are noted below.  Drag and drop one item from the left panel onto the main area of the page to get started.

 

General Options

(Same for both Summary types):

    • Label … Provide the displayed text label.
  • Description … (optional) You can provide additional information, which will be displayed as a tooltip.
  • Who can see this? … Select one or more roles to allow access.
  • Who can drill down? … Select one or more roles to allow drill down functionality.
  • Hide unless editing dashboard … This prevents the badge from being displayed, unless/until entering dashboard edit mode.

 

Score Summary Settings

(Available if the Score Summary is selected)

    • All Variables … select either this, or Mapped Variables Only, to filter by a single mapped variable, via the drop down.
    • Summary Function … select Average, Sum, Count, Minimum, Maximum, or Standard Deviation.
  • Format score value as time … Default is off.
  • Number Format … Determines how many decimal places to display.

 

Administrative Filters

(Available for both Summary types) Use these to filter by location, assignment or descriptive.

    • Modules … Select one or more modules.
    • Module Purpose … Select either Performance or Persistent.
    • Instance Status … 
      • Open or Closed Instances
      • Open Instances Only
      • Closed Instances Only
    • Role Type …
      • All Role Types
      • Observer Roles Only
      • Observed Roles Only
    • Roles … Select one or more. Note: At least one Module must be selected first.
    • Status Type …
      • Active or Inactive Statuses
      • Active Statuses Only
      • Inactive Statuses Only
    • Person Current Status … Select one or more statuses.
    • Person Status History … This searches people’s status history (which also includes the current status).
    • Person Status Tags … Select one or more status tags.
    • Status Success Type … 
      • Pass or Fail Statuses
      • Pass Statuses Only
      • Fail Statuses Only
    • Include People … on by default.
    • Include Objects 
  • Include Role Objects
  • Include Team Objects
  • Descriptive … (People Count only) You can add a descriptive as a filter. 
    • Click to expand the panel, and then click the ‘Add Descriptive’ button. 
    • Select a variable from the drop down, and provide one or more values to match on (separate values using line breaks). Note: A Module must be selected for this list to populate. 
    • Multiple descriptives can be added and referenced here.

 

Performance Filters

(Available for the People Count Summary type) Use this to filter people based on mapped scores.

  • Click to expand the panel, and then click the ‘Add Score’ button. 
  • Select a variable from the drop down, and provide one or more values to match on (separate values using line breaks). Note: A Module must be selected for this list to populate. 
  • Multiple scores can be added and referenced here.

 

Dashboard Options

(Available for both Summary types) These fields do not impact the display of the home page summary. They are used in Dashboards to provide additional variables to choose from when graphing data.

  • Additional Score Variables … click to enable, then select one or more variables from the drop down.
  • Additional Descriptive Variables … click to enable, then select one or more variables from the drop down.

 

Formatting Rules … (available for both Summary types) These can be used to set the color of the displayed badge based upon the value. 

  • Click the panel to expand, and then click the “Add Rule” button.
  • In the “Format value if” drop down, select an operator.
  • Enter a value in the Value field.
  • Select a color, or “hidden” from the Formatting Style drop down.
  • Multiple rules can be set up, and the blue up/down arrows can be used to change the order of the rules.
  • Click Save.

 

Click “Update” to save and return to the list of all summary badges. They can be rearranged in any order. Then click either “Save as Draft” to save your work but not display it, or “Publish” to make it available.

 

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Version(s): GideonSoft 2021 Release 1 and later

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