This page illustrates the different options for navigating within record sets and the reasons why each option is appropriate in certain situations.
Use the following decision table to determine what pattern sets are appropriate based on user needs:
User Roles |
Dashboard Navigation |
|
|
| A CXO-level user who reviews the overall health of the organization and must be aware of any red flags |
Yes |
Yes |
Yes |
| A middle manager (also an analyst) who needs to review key metrics, analyze any problem areas, and act accordingly |
Yes |
Yes |
Yes |
| An analyst (also a process worker) who analyzes organizational metrics and performs data transactions |
Yes |
Yes |
Yes |
| A process worker (customer service representative, clerk) who is responsible for task related to analysis and actions |
Yes |
Yes |
Yes |
