Create a workbench process widget

Create a workbench widget to monitor a process using multiple indicators.

Before you begin

  • Familiarize yourself with the structure of the workbench widget
  • Decide which main and supporting indicators to include
  • Role required: pa_admin, pa_power_user, or admin

Procedure

  1. Navigate to Performance Anaytics > Widgets and click New.
    A new widget record appears.
  2. Name the widget.
  3. In the Type field select Workbench.
  4. Right-click the form header and select Save.
    The Main Widget Indicators related list appears.
  5. Add a main indicator to the workbench widget.
    Main indicators appear on the top of the widget. The maximum number of indicators you can add is specified in com.snc.pa.widget.max_widget_indicators. The default maximum number of widget indicators is eight.
    1. Click New in the Main Widget Indicators related list.
    2. Select an Indicator.
    3. Set the Order to define where the indicator appears (from let to right).
    4. Fill in other fields, as appropriate.
      Table 1. Additional indicator configuration options
      Field Description
      Breakdown and Element

      A breakdown element filters the data that appears in the indicator. If you select a breakdown you must select an element.

      For example, if your indicator is Number of open Incidents and you select Breakdown for State and Active for Element, only scores for incidents in the active state are included in the widget.

      2nd Breakdown and Element

      Adds a second breakdown element that filters the data that appears in indicator. If you select a 2nd breakdown you must select an element.

      For example, imagine your indicator is Number of open incidents and the first breakdown filters for active state. You then select Category for 2nd Breakdown and Software for Element. The indicator will now display only scores for open incidents that are active and in the software category.

      Time series Adds the specified time period and aggregation to the widget's trend visualization.
      Follow element

      Specifies that a breakdown element applied to the dashboard where the widget is added also applies to the indicator.

      If you specify a 2nd Breakdown, Follow element is ignored.

      Followed breakdown

      Specifies that only this breakdown applies to the indicator as a Follow element. All other breakdowns applied to a dashboard where the widget has been added will be ignored.

      If you do not specify a Followed breakdown all breakdowns applied to the dashboard will apply to the indicator.

      Label Specifies the name of the indicator on the widget. If you do not specify a Label, the name of the indicator is used.
    5. Right-click the form header and select Save.
      The Supporting Widget indicators list appears.
  6. (Optional) Add supporting indicators.
    When you click a main indicator, its supporting indicators appear in the middle of the widget. You can add an unlimited number of supporting indicators.
    1. Click New in the Supporting Widget Indicators related list.
    2. Select an Indicator.
    3. Set the Order to define where indicator appears (from left to right).
    4. Fill in other fields, as appropriate. You can configure supporting indicators the same way as main indicators. See step 5 for configuration options.
    5. Click Submit to return to the Main Indicator record.
    6. Repeat step 6 until you have added all supporting indicators.
  7. Click Update to return to the widget record.
  8. Repeat steps 5 - 7 until you have added all indicators.
  9. (Optional) Select one of the main indicators as the Default indicator.
    This default indicator appears automatically when a user views the widget. If you do not specify a default indicator, the widget displays the main indicator with the lowest Order value first.
  10. Click Update to save the widget.

What to do next

Review the widget to ensure that the new indicators are correct. If you have not already, add the widget to a dashboard to view it.