Dashboards v.3.28.2023

Dashboards Tool

March 28, 2023

Dashboards  

Dashboards offer a way to view and interact with many tools at once in an incident. Dashboards contain representations of tools in three different sizes: Small Cards, Medium Cards, and Worksheet View.  

The COBRA Organization Administrators can create Dashboards and populate them with different tools. This allows for users fulfilling specific Incident Position functions to focus on the specific tools that are necessary for managing their workload.

When clicking on the Dashboards button, a submenu will drop down showing what Dashboards are available for use. Clicking on the desired Dashboard will launch the view.

Dashboards have three different tool display options:  

1. Small Cards
   • Smallest tool representation that only alerts the user to the number of items added since the last time the tool was accessed.
2. Medium Cards
   • Smaller area that allows multiple tools to show data on the right-hand side of the screen at once.
3. Worksheet View
   • Largest area that lets the user see the greatest number of entries and allows for input directly into that tool.

On the left-hand side of the screen is the Worksheet display of the tool selected by the Administrator to have the largest screen area. Depending on the display resolution that the user has access to, they may wish to re-size the window split to make the space available easier to use. To resize the window, click the sliding partition (the vertical grey area between the worksheet and the smaller cards) and then drag.  This will automatically re-sort the smaller cards on the right. Be aware that some may be stacked vertically and moving the up/down scroll bar may be necessary to view all cards on smaller screens.   

The Medium and Small Cards have the same icons allowing the user to do different things with the tool.

1. Expand to Worksheet View 
   • This will expand the tool shown in the card to the Worksheet View on the left.  
2. New Item Notification
   • This shows when other users have entered in new items in the tool indicated. This is especially important when Small Cards are used in the Dashboards as it is the only indication of new information.  
3. Launch Full Tool
   • In the bottom right corner of each card is an icon that the user can click to open the indicated tool in a new tab.  

The Worksheet View also has another unique feature. Some tools in the Worksheet mode can be used to “Pin” information entries from one tool to another with minimal user effort. When tools in the  Worksheet View users can click on that item’s icon and drag/drop it onto another card’s tool. Tools that can accept the new information will highlight in blue when the icon is dragged over the corresponding card. This will generate a new entry in the target tool with the information from the origin worksheet as an information seed. This keeps copying and pasting or re-typing information to a minimum while still letting the user transfer information effectively.