SS> Dashboard> Component
Service Requests by Code Component
Summary
The Service Requests by Code component is a bar graph component that displays the number of UB service requests created in the current month or current year. These service requests are filtered by service request code.
Related Links
Click here for information on the Springbrook Dashboard.
Step by Step
1 Open the Component Selection window.
2 Configure the new dashboard component.
- Select UB Service Requests from the Type drop-down menu.
- Enter a Name for the new dashboard component.
- This name will appear on the Dashboard Components Selection window when a user adds a new component to their dashboard, so be as descriptive as possible.
- This field is limited to 32 alphanumeric characters. Once the component is saved the name cannot be edited.
- Enter a User Group Code or click the field label to select one from a list.
- User groups allow you to create
menu and database security at a group level and then assign that security to
users. Only those users that are part of the selected User Group will have access to the new dashboard component.
- User groups are created and maintained on the User Group Maintenance window (SS> Security> User Group). Click here for information on User Group Maintenance.
- The Schedule field is used to specify the update frequency for the UB Service Requests component.
- This schedule will determine how frequently the system generates the data that will be displayed in the dashboard component.
- By default this component is set to update daily, but the update schedule can be changed to weekly or monthly if desired.
- The Start Date field is used to specify when the component data should first be updated.
- The system will create a job on the job scheduler for the specified date. When the job is processed, relevant data for the year prior to the date will be generated for display in the dashboard component. This field will default to today's date.
- Once the job is complete, a new job will be scheduled at every interval specified in the Schedule field above. Click here for information on the Job Scheduler.
- The Last Run field displays the date that the component was last updated.
3 Set the Component Filters.
- The Component Filters section is used to set filters for the dashboard components.
- The Date Range tab is used to specify the date range for the service requests that will display in the dashboard component. The graph can display service requests created in the current month to date or the current year to date.
- The Request Codes tab is used to specify which UB service request codes will be displayed on the component. Each service request code must be separated by a comma when entering more than one code.
- Click the Save icon
to save the new dashboard component.