.. include:: ../variables.rst .. _dashboard: Dashboard ========= The dashboard is the landing page after you sign in to |APPNAME|. It gives you a live, at-a-glance picture of hand hygiene compliance and custom audit activity across your organization. .. figure:: /images/lightmode/dashboard-main.png :align: center |br| Every widget refreshes automatically when new observations come in, so the numbers you see always reflect the current state of your data. The status pill on each widget shows whether the widget is ``Live``, ``Today``, ``Month``, ``12 mo``, or ``All`` — see :ref:`dashboard.widget.badges`. The dashboard is designed for: * Infection Prevention and Control teams tracking compliance by facility, unit, program, or healthcare-provider type. * Quality leaders who need a rolled-up view of the current fiscal year, calendar year, or quarter. * Managers comparing the current period against the previous one to spot trends quickly. Any changes you make — filter selections, added or removed widgets, widget layout — are saved automatically to your profile, so the dashboard looks the same the next time you sign in. .. _dashboard.filters: Filter Bar ---------- The filter bar at the top of the dashboard scopes every widget at once. .. figure:: /images/lightmode/dashboard-filter-bar.png :align: center |br| * ``Account`` --- pick a single account, or leave on ``All Accounts`` to see every account you have access to. * ``Facility`` --- narrow the dashboard to one facility. The list updates based on the account you chose. * ``Unit`` --- narrow further to a single unit. The list updates based on the facility you chose. * ``Time Period`` --- pick a preset range (``Today``, ``This Week``, ``This Month``, ``Fiscal Year``, ``Year to Date``, ``Last 30 Days``, ``Last 90 Days``, ``All Time``, and more). Most widgets default to ``Today``. * ``Start Date`` and ``End Date`` --- pick a custom range. Setting these overrides the time period preset. Click ``Apply`` to update every widget. A badge below the filter bar shows how many filters are currently active; click ``Clear`` to reset all filters back to the defaults. .. _dashboard.widgets: Widgets ------- Each widget is a self-contained card. The bar at the top of the card shows its title; the pill in the bottom right shows its current status. .. _dashboard.widget.badges: Status Badges ^^^^^^^^^^^^^ The small badge in the top-right corner of each widget shows the time window the widget is currently looking at: * ``Live`` --- updates continuously as observations are recorded. * ``Today`` --- data from the current day. * ``Month`` --- data from the current month. * ``12 mo`` --- the trailing twelve months. * ``All`` --- all data available to your account. * ``Active``, ``Current``, ``Recent`` --- used by challenge and badge widgets to show the relevant contextual window. The status pill next to each value (``Good``, ``High``, ``Low``, ``Behind``, and others) compares the current result to the target set for that widget. Adding or Changing a Widget ^^^^^^^^^^^^^^^^^^^^^^^^^^^ To swap the widget in any card, click the three-dot menu in the widget's header and choose ``Change Widget Type``. The picker shows every widget available on your edition, grouped into tabs. .. figure:: /images/lightmode/dashboard-widget-picker.png :align: center |br| The tabs group widgets by topic: * ``Hygiene`` --- hand-hygiene gauges, pie charts, and bars. * ``Compliance`` --- overall compliance summaries and distributions. * ``Audits`` --- audit progress, completed audits, session status. * ``Devices`` --- auditing-device activity and MQTT-backed live feeds. * ``Moments`` --- per-moment gauges (Moments 1 through 5). * ``Charts`` --- advanced visualizations: P-chart, CUSUM, Pareto, Funnel, Standard Deviation, Run chart, Compliance Histogram. * ``Custom Audits`` --- results and trends from custom audits. * ``Challenges`` --- active challenges, leaderboards, points, badges. * ``Layout`` --- blank placeholders and spacers to shape the grid. Type the first few letters of a widget name in the search box to filter across every tab. Click a tile to place that widget into the card you started from. Widgets already in the grid are dimmed in the picker so you don't add the same one twice. For a screenshot and short description of every available widget, see the :ref:`Widget Gallery`. .. _dashboard.drilldown: Drill-Down Detail Pages ----------------------- Most chart widgets open into a full-screen detail view when you click the three-dot menu and choose ``More``. The detail page keeps the same filter bar (Account, Facility, Unit, Time Period, Start Date, End Date) so you can refine the view without losing context, and it adds an ``Export`` button that saves the chart as a PNG. Observation Burndown ^^^^^^^^^^^^^^^^^^^^ Tracks how close you are to the target number of observations for the current period. The dashed line is the ideal trajectory; the solid line is what has actually been recorded. The bottom bar shows the total observations, the daily target, and whether you are ahead or behind. .. figure:: /images/lightmode/dashboard-burndown-detail.png :align: center |br| Compliance Confidence ^^^^^^^^^^^^^^^^^^^^^ Shows monthly compliance with a statistical confidence-interval band. The wider the band, the less certain the monthly result. Use this view to judge whether a drop or spike is meaningful or just noise in a small sample. .. figure:: /images/lightmode/dashboard-compliance-confidence-detail.png :align: center |br| Moments Radar ^^^^^^^^^^^^^ Plots compliance against all five moments of hand hygiene on a single radar chart, so uneven performance across moments is immediately visible. .. figure:: /images/lightmode/dashboard-moments-radar-detail.png :align: center |br| Other detail pages available from the ``More`` action include: * ``P-Chart`` --- statistical process-control chart with control limits. * ``CUSUM`` --- cumulative sum chart highlighting persistent drift. * ``Pareto`` --- the 80/20 view of what is driving non-compliance. * ``Funnel`` --- compliance plotted against sample size to identify over- and under-performing units. * ``Standard Deviation`` --- how much monthly results vary. * ``HCP Frequency`` --- which healthcare-provider types are audited most and least often. * ``Observations Completed`` --- a calendar heat map of observation activity. * ``Completed Audits`` and ``Audit Progress`` --- calendar views of custom-audit completion against target. * ``NPS Chart`` --- Net Promoter Score trend for public surveys. * ``Custom Audit`` --- per-audit compliance breakdown. .. _dashboard.visual.map: Visual Map ---------- The Visual Map is a geographic view of every facility on the account. Each facility is pinned to its address and colored by its current compliance result, making regional and multi-site trends easy to spot. .. figure:: /images/lightmode/dashboard-visual-map.png :align: center |br| Open the Visual Map from :blue:`Dashboard` | :blue:`Visual Map` in the sidebar. When :ref:`Regions` have GeoJSON boundaries defined, the map shades each region in the color you assigned it and rolls up the compliance of every facility inside. .. _dashboard.kiosk: Live (Kiosk) Mode ----------------- The ``Live`` pill in the header shows that the dashboard is connected and refreshing in real time. For unattended displays — lobby screens, staff-room monitors, huddle boards — use :ref:`Digital Signage` to broadcast the dashboard without requiring anyone to be signed in. Widget Gallery -------------- A screenshot and short description of every widget available in the type picker is in the :ref:`Widget Gallery`. .. toctree:: :maxdepth: 1 :hidden: dashboard.widgets