This section will focus on the Dashboard, where and when to use it (and not use it), some of the guidelines for using a Dashboard, and a short comparison with the WorkCenter.

What is a Dashboard?

The purpose of a Dashboard is to provide a single place to view a high-level summary of information relevant to a specific role. The user can then drill down to whatever level of detail is necessary. For example, a Manager’s Dashboard could include self service actions regarding individual employees or an entire department. It’s an aggregation of the most important information needed to perform the activities relating to the user’s specific role.

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Guidelines for Using a Dashboard

  • A Dashboard should provide a central location from which to view a high-level summary of role-based content.
  • Typically a Dashboard enables the user to monitor information and to prioritize which transactions to complete first.
  • A Dashboard should not be used for transactional processes or the creation and editing of data. However, a simple transaction such as a short dialog box or calendar selection is fine.
  • Avoid displaying a Dashboard inside of a WorkCenter. This can cause confusion for the user because they lose track of which area is driving the process.

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Dashboard versus WorkCenter

Consider Dashboards and WorkCenters as separate concepts even though some of their purposes overlap. The difference between a Dashboard and a WorkCenter is not so much in their content but in their different purposes.

The following descriptions attempt to clarify the differences between a Dashboard and a WorkCenter:

  • A typical use of a Dashboard is to enable users to monitor information in order to prioritize which transactions to complete first.
  • WorkCenters enable users to complete transactions specific to a business process or task.

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