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Intro

The Business Dashboard is designed to provide live access to all statistical information. Each user has the possibility to compose and save one or more dashboard grid(s). Also a standard dashboard can be chosen and saved. After the user has logged in, this dashboard is loaded and displayed as default within the Spider.

For composing the dashboard, a set of widgets is offered by default. These are described in the section "Available widgets".

Tip

Currently, processes and their associated data are not yet protected by using roles and/or permissions. Any user can still view all information at this time.

Business Processen

It is now possible for users with the History Role to create Business Processes in which multiple processes can be merged. This gives the advantage that the results add up in the charts.

Currently, there are two graphs that show cumulative data in the charts:

  • Chart - Pie - Full Time Equivalent Savings
  • Chart - Pie - Number of Requests

Create Business Process

As History user navigate to Business Dashboard > Business Processes and click on Add New

Business Process Set a name for the Business Process and save it.

Now edit the created Business Process. Business Process

Next, select the processes you want to be part of the Business Process and click Add to add them. Business Process

After this, save the data. You can now select the Business Process from the Business Dashboard. You then don't have to select processes, but can immediately choose the graphs you want. Business Process

Business Process Widgets

For Business Processes, there are two Pie charts to use which shows cumulative data.

Business Process

Chart FTE Savings

Business Process

Chart Pie No of Requests

Business Process

Widgets

Some widgets require a process for displaying the information.

Process independent

The following widgets are available for the new Business Dashboard:

  • General Signals
  • Processes
  • Request Statuses
  • Requests in Progress
  • Scheduled Requests
  • Workstations
  • Chart - Bar - Number of Requests
  • Chart - Bar - Number of Signals
  • Chart - Line - Forecast Number of Expected Requests
  • Chart - Line - Number of Requests
  • Chart - Pie - Full Time Equivalent Savings
  • Chart - Pie - Number of Confirmation Requests
  • Chart - Pie - Number of Requests
  • Chart - Pie - Number of Requests SLA

Info

If a chart is depending on a process, a notification of that appears.

General Signals

Objective:

  • Show overview of status of General Signals
  • Widget options: None

Info

More information: General Signals

Business Dashboard

Processes

Objective:

  • Show overview of the processes within the Spider, sorted by status
  • Widget options: None

Info

More information: Processes

Business Dashboard

Request Statuses

Objective:

  • Show overview of all requests that are handling within the Spider, sorted by status and start date.
  • Widget options: None

Info

More information: Requests

Business Dashboard

Requests in Progress

Objective:

  • Show overview of all requests that are handling within the Spider, sorted by status and start date.
  • Widget options: None

Info

More information: Requests

Business Dashboard

Scheduled Requests

Objective:

  • Display overview of scheduled requests including their statuses
  • Widget options: None
Status Description
Planned
In progress
Successful
Failed

Info

More information: Scheduled Requests

Business Dashboard

Workstations

Objective:

  • Display overview of workstations and associated statuses, sorted by Last seen status
  • Widget options: None

Info

More information: Workstations

Business Dashboard

Bar Chart Requests

Objective:

  • Display overview of workstations and associated statuses, sorted by Last seen status
  • Widget options: No

Info

More information: Requests

Business Dashboard

Chart Signals

Objective:

  • To show an overview of the number of reported signals in a period for a process
  • Widget options: per process / all processes

Info

More information: Signals

Business Dashboard

Line Chart Requests

Objective:

  • Display an overview of the number of received requests compared to the number of processed requests in a period for a process
  • Widget options: per process / all processes

Series:

  • Number of requests received
  • Number of processed requests
  • Number of failed requests

Reference lines/area:

  • Number of expected requests per day from the SLA
  • Number of expected successful requests per day from the SLA

Info

More information: Requests

Business Dashboard

Line Chart Forecast

Objective:

  • Show overview of expected requests per day from the SLA combined with the forecast. The forecast of one week checks back 3 months in time and calculates the average per day.
  • Widget options: per process

Series:

  • Number of requests received
  • Number of requests processed
  • Number of failed requests

Reference lines/area:

  • Number of expected requests per day from the SLA
  • Number of successful requests expected per day from the SLA

Info

More inforamation: Requests

Business Dashboard

Pie Chart Processed Requests

Objective:

  • Show overview of processed requests in a period
  • Widget options: per process / all processes

Series:

  • Number of failed requests
  • Number of requests waiting for confirmation from the user
  • Number of successful requests
  • Number of requests modified by the Operator (Nidaros)
  • Number of returned requests
  • Number of requests with a Needs OK status

Info

More inforamation: Requests

Business Dashboard

Pie Chart Processed Requests SLA

Objective:

  • Show overview of successful and erroneous requests within or outside the SLA in a period
  • Widget options: per process

Series:

  • Number of failed requests
  • Number of requests waiting for confirmation from the user
  • Number of successful requests
  • Number of requests modified by the Operator (Nidaros)
  • Number of returned requests
  • Number of requests with a Needs OK status

Info

More information: Requests

Business Dashboard

Pie Chart Confirmation Requests

Objective:

  • Show overview of requests waiting for an action in a period
  • Widget options: per process / all processes

Series:

  • Number of erroneous unreported requests
  • Number of requests awaiting approval or rejection (NeedsOK)

Info

More information: Requests

Business Dashboard

Pie Chart Fulltime Equivalent Savings

Objective:

  • To show an overview of the savings in a period for a process by using the robot compared to having an employee perform the tasks.

Series:

  • FTE savings

Tooltip Information:

  • FTE Savings: savings expressed in FTE.
  • Number of days: savings expressed in number of days.
  • Amount: the amount of the savings.

Info

More information: Requests

Business Dashboard

Dashboard

In the next steps we show how to create a first draft of your own Business Dashboard.

Create

Navigate to Business Dashboard > Maintain. Click Add new to create a new dashboard.

Business Dashboard

Set a name and enable the checkbox at Select as default dashboard, if you want this dashboard to be loaded as soon as you log in to the Spider dashboard. Hit Save. Business Dashboard

The dashboard is created. Business Dashboard

Configure

To edit the data we did in the previous step click on the icon.

Business Dashboard

Adjust and save again. Business Dashboard

Especially if you use multiple dashboards, it's easy if you can rename them and determine which one you want to see as the default when you log into the Spider.

Add Widgets

Click on te icon to add widgets.

Business Dashboard

It is possible to create a widget for a process, but also individual widgets can be created.

Process

Select a process with the widget Chart - Bar - Number of Requests and click on Add Widget.

Business Dashboard

You will see that a widget appears. You may still need to make it larger so that it contains the entire width of the page.

Business Dashboard

The scaling worked. Business Dashboard

Info

It's true that you won't see any data in the widget right now. Here we only define the configuration and placement of the widgets. We will show you how to use the widgets later on.

For now hit Save to save the dashboard.

Business Dashboard

And we are back in the main screen.

Display

Click on the icon for more detail.

Business Dashboard

Tip

If you have created multiple dashboards you can also navigate from the menu to Business Dashboard > Overview. Then select the dashboard and date period of your choice.

Filter options

Business Dashboard

In the bar above the widgets, you can filter by:

  • Daily information
  • Filter by: 1 period back or forward.
  • Filter by: 2 periods back or forward.
  • Selection date is per day
  • Weekly information
  • Selection date goes by week from the start date
  • Filter by: 1 period back or forward.
  • Filter by: 2 periods back or forward.
  • Monthly information
  • Selection date goes by month from the start date
  • Filter by: 1 period back or forward.
  • Filter by: 2 periods back or forward.
  • Semi-annual information
  • Filter by: 1 period back or forward.
  • Filter by: 2 periods back or forward.
  • Selection date goes by semi-annual period from the start date
  • Annual information
  • Filter by: 1 period back or forward.
  • Filter by: 2 periods back or forward.
  • Selection date goes by annual period from the start date

Finally, the dashboard also includes an auto-refresh option. Every minute the dashboard is automatically refreshed via a timer so that it shows the current data.

Chart options

In the widgets themselves, the legends are present and the mouse can be "hovered" over the graphs to see the numbers as in the example below:

Business Dashboard

Business Dashboard

Delete

Of course, it is possible to delete dashboards. Navigate to Business Dashboard > Maintain and click on the

Business Dashboard