The Dashboard Tab can be accessed from the Home page and includes various options for a number of performance indicator widgets.
Figure 1. Dashboard Tab
Customizing the Dashboard
Currently, the Dashboard has 10 widgets. Every user can configure the Dashboard to display only certain widgets they want to see or all of the widgets. This setting will be saved and will be the default every time the user logs in until it is changed. You can do this by clicking on the Config button at the top right section of the Dashboard.
Figure 2. “Config” button on the Dashboard
This will open the Customize Dashboard dialog box where you can choose to display one, some or all of the widgets. All widgets marked with a checkmark will be displayed on your Dashboard. If you want to remove one or some, just remove the checkmark and click on the Save button.
Figure 3. Options for customizing the Dashboard
Configuring the Dashboard for your CAC
As a Security Officer, you have control on the increments and timeframe you want each widget to use. This will be the basis of how the data will be pulled and displayed. The Calendar and Case List widgets are the only widgets which do not need manual configuration. For the widgets Weeks Elapsed Since Referral, Cases Involving Abuse and Cases Pending On Docket, only the timeframe can be configured for them. This is because the widget Weeks Elapsed Since Referral is fixed on a weekly increment while the widgets Cases Involving Abuse is a pie chart and the widget Cases Pending on Docket is a case list that do not need increments to be shown.
To configure the settings for these widgets for your CAC, click on the “Config for CAC” button at the top right section of the Dashboard Tab.
Figure 4. “Config for CAC” button on the Dashboard Tab
A pop up will display a list of the available widgets, with customizable time increments for most widgets, and time period drop downs for all widgets. The default setting for the widgets are Monthly for Increment and Last 90 Days for the Time Period except for the Cases Pending On Docket widget which has a default setting of “Next 28 Days” for the Time Period.
Figure 5. Page with the list of available widgets and customizable increments and time periods
STEP 1: Select Time Increments
Use the Increment drop down lists to select from “daily,” “weekly,” and “monthly” increments for a number of the widgets. The time increment represents the block of time cases are grouped into for each bar graph.
Select “Save” to save changes and return to the Dashboard, or “Cancel” to forego changes.
STEP 2: Select Time Periods
Use the Time Period drop down lists to select the total length of time from which to display data. Select from “Last 30 Days,” “Last 60 Days,” “Last 90 Days,” or “Last 120 Days,” and the data in the graph will be drawn from that time period.
Select “Save” to save changes and return to the Dashboard, or “Cancel” to forego changes.
Only the widget Cases Pending On Docket will display a time period for future dates. You can choose from “Next 7 days”, “Next 14 days”, “Next 21 days” and “Next 28 days”.
Customize Location of Widgets on Dashboard
Click and drag any widget to move it around the dashboard. Make sure that the box with the dotted lines move to the new place so that the widget can move successfully to where you are dragging it to.
Figure 6. Click and drag widgets
Graph widgets must stay on the top half of the page and Calendar, Cases Pending On Docket and Case List must stay on the bottom half but their locations within those areas are customizable.
View Data Behind Bar Charts
Hover your cursor over any bar in a bar chart or a section of the pie chart and the number of cases included in that bar or section will appear next to it.
Figure 7. Viewing data behind bar chart sections
Click once on any bar in a bar chart or section of the pie chart and you will be redirected to the “Case List” which will automatically populate with all of the cases included in that bar or section of the pie chart.
From the Case List, you can click on any case number to be redirected to that case record.
Export Charts
If you are using Microsoft Edge, you can right click on a widget and select “Save As.”
Choose to save it as a picture file.
Alternatively, you can save a screenshot that includes multiple widgets if you are using Firefox. You can also use a snipping tool to take a screenshot of what you want in the Dashboard.
As a picture file, the graph can now easily be inserted into another application. For example, you can include it in a Word Document or a Power Point Presentation to add a dynamic visual aspect to reports and presentations on your CAC’s performance. You may also add it to an email or e-newsletter to catch the reader’s attention and convey information quickly.
The Widgets
1. Case Duration --- This widget will show how long it took a case to close and how long a case has been open. For Closed Cases, data shown on the widget are based on the Case Closed Date and Date Received by CAC under the General tab. For Open Cases, the data is based on the Report End Date and Date Received by CAC in the General tab. The Report End Date is calculated from the date today and the Time Period selected for this widget, i.e. Last 120 days, last 90 days, etc.
Figure 8. Case Duration widget
2. Elapsed Time to First Service --- This widget shows how long it took for the first services in the different disciplines to be done. This applies to CPS, FI, Medical, MH and VA services. The widget displays all cases in the CAC (cases shown still depend on a user’s access to cases) based on the following information:
CPS – Date of first Court Activity – Date Received by CAC
FI, Medical, MH and VA – Services/session log dates with status attended – Date Received by CAC
Figure 9. Elapsed Time to First Service widget
3. Weeks Elapsed Since Referral --- This widget essentially shows your aging cases as this displays cases where the user is assigned on a discipline page (CPS, FI, VA, Medical, MH, LE and Prosecution) in the case and the assigned services has not been completed or closed by the user. This will only show all open cases as well, which are cases with no Case Closed date and Case Closed Reason on the General tab.
This is the only widget that is fixed to show data in weekly increments.
Figure 10. Weeks Elapsed Since Referral widget
4. Cases Involving Abuse --- This widget will show all cases where the Reason for Referral is “Allegation of Abuse” and are grouped by the types of Alleged Maltreatment for your center.
Figure 11. Cases Involving Abuse widget
5. Elapsed time to first MDT meeting --- This widget will show a summary of cases grouped by the difference between the first MDT meeting date compared to the date the case was received. This will show the users the amount of time it takes to get ready for an MDT meeting.
Data used for this widget is the First MDT Meeting Date - Date Received by CAC for a specific time period where the Reason for Referral in the case is Allegation of Abuse and the Case Closed Date is empty.
Figure 12. Elapsed time to first MDT meeting widget
6. Last Mental Health Contact --- This widget will display the number of cases who had recent contact with the MH personnel, meaning there was an attended session, based on the time period chosen.
Figure 13. Last Mental Health Contact widget
7. Last Victim Advocacy Contact --- This widget will show the number of cases who had recent contact with the VA personnel, meaning there was an attended session, based on the time period chosen.
Figure 14. Last Victim Advocacy Contact widget
8. Cases Pending On Docket --- This widget is intended to highlight the cases that have an assigned court date based on the time period your center have set for this widget which can be within the next 7, 14, 21 or 28 days (inclusive of today).
Data from this widget comes from the Court Activities section from the CPS and Prosecution tabs.
Figure 15. Cases Pending On Docket widget
9. Case List --- This widget will display select case and Bio information from the cases that comprise a bar or pie chart section that you click on one of the widgets. For example, when you click on a bar on any of the widgets with a bar graph, the Case List will be populated will show the cases that make up that particular bar.
The Case List has the columns Case Number, Alleged Victim/Client Name, Gender, Age, Date Received and Alleged Maltreatments. If you click on the case number from the Case Number column, it will redirect you to the selected case.
Figure 16. Case List widget