Concepts

Tasks

Defining Sidebar Dashboards

A sidebar dashboard consists of charts or gauges that appear at the side of a window to summarize the information in it. A sidebar dashboard contains one section that can show site panels (typically charts) or KPI gauge panels.

Standard sidebar dashboards can also be displayed on windows for individual assets, strategy development analyses, and asset prioritization analyses.

The employee record contains a reference to a dashboard set, thus allowing you to select the sidebar dashboards displayed for each employee. Typically, the same sidebars are displayed or hidden for groups of employees.

Defining site sidebars requires three steps:

1.	Create as many as 17 sidebar dashboard definitions, one for each of the locations where you want to display a sidebar. See To Define a Sidebar Dashboard.

2.	Create a dashboard set that references each of the definitions. You can also select options to display standard sidebar dashboards on object windows. See To Create a Sidebar Set. See Dashboard Sets for a list of predefined site panels.

3.	Set the dashboard references on the records of the employees who will view the sidebars. You can complete this step when defining the dashboard set. See To Assign Employees to a Dashboard Set.

Dashboard Sets

A dashboard set identifies the dashboard definition to display in each of the places where a sidebar is supported.

The following table lists the settings in a typical dashboard set (APM standard sidebars), the locations where sidebar dashboards can be displayed, and examples of the panel to show for each location.

Location	View	Tab	Site Panel
Assets	Assets	Listing	Dashboard - Assets - summary charts - aligned vertically
Strategy development	Strategy Development	Strategy Development	Dashboard - Strategy development - summary charts - aligned vertically
Asset prioritization	Strategy Development	Asset Prioritization	Dashboard - Asset prioritization - summary charts - aligned vertically
Reliability strategy	Strategy Development	Reliability Strategy	Dashboard - Reliability strategy - summary charts - aligned vertically
Indicator collection status	Inspection Management	Readings	Dashboard - Indicator collection status and compliance - summary charts - aligned vertically
Indicator alarms	Inspection Management	Indicators	Dashboard - Indicator alarms - summary charts - aligned horizontally
Checksheets	Inspection Management	Checksheets	Dashboard - Checksheets - summary charts - aligned horizontally
Degradation rates	Inspection Management	Indicators, Degradation Rates	Dashboard - Degradation rates - summary charts - aligned horizontally
Reliability program	Reliability Program	Program	Dashboard - Reliability program - summary charts - aligned vertically
Performance management	Performance Management	Failures and Downtime	Dashboard - Performance management - summary charts - aligned vertically
Safety management	Safety Management		Dashboard - Safety management - summary charts - aligned vertically
Asset Health	Asset Health	Health Indexes, By Asset Hierarchy	Dashboard - Asset health summary charts - aligned horizontally
Work orders	Work Management	Work Orders	Dashboard - Work orders - summary charts - aligned vertically
Work requests	Work Management	Work Requests	Dashboard - Work requests - summary charts - aligned vertically
PM Preview	Work Management	PM Preview	Dashboard - PM preview - Summary charts - aligned vertically
Projects	Reliability Program	Projects	Dashboard - Projects - Charts aligned vertically
Purchasing	Purchasing	Purchase Orders	Dashboard - Purchasing - summary charts - aligned vertically
Regulated gas	Regulated Gas Management	Transactions	Dashboard - Regulated gas management - summary charts - aligned vertically
Construction	Construction Management	Review	Construction Management

To Define a Sidebar Dashboard

1.	From the Site window, select the Analytics view the Dashboards tab. In the configuration list, select “Sidebar dashboards”. This tab lists all of the sidebar dashboards that currently exist for the site and above.

2.	Click New. The Dashboard window appears with Site sidebar purpose and 1 section layout are automatically selected.

3.	On the General tab enter a name for the dashboard.

4.	On the Details tab, click the browse icon () to select a panel to show.

5.	Select Include title and type a name to display on this panel.

6.	Click OK to close the window.

To Create a Sidebar Set

1.	On the site’s Analytics view, select the Dashboard Sets tab. By default, this tab lists all of the dashboard sets that currently exist for the site and above.

2.	Click New. The Dashboard Set dialog appears.

3.	Enter a name for the dashboard set.

4.	Select sidebar dashboards, as required.

5.	In the Other objects area, select the windows where standard sidebar summaries are to appear.

6.	Click OK to save the set and close the dialog, or see To Assign Employees to a Dashboard Set.

To Assign Employees to a Dashboard Set

1.	On the Dashboard Set dialog, select the Usage tab.

2.	Click Browse. The Browse Employees window appears.

3.	Select the employees who will be using this dashboard set and click OK.

4.	Click OK to save the dashboard set.

The dashboard set is now saved in each selected employee’s record. For example:

Sidebar dashboards are hidden or displayed as follows:

•	If no dashboard set is selected for the employee, all sidebars are hidden.

•	If the dashboard set selected for the employee does not reference a sidebar, that sidebar is hidden from the employee.

•	If the dashboard set selected for the employee contains a reference to a sidebar dashboard for a specific location, that sidebar is displayed.

Tip: If the dashboard information is not immediately updated, close the site and reopen it.