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Working with Dashboard Review Gadget

The email reminder

At the start of each review period, Dashboard Assistant will send an email notification to the watchers to remind them to review the associated dashboard.

Reminder Comment.png

A sample email notification

Users can click on the hyperlink in the email to go directly to the dashboard

You have a scheduled reminder to review the dashboard today. ⏳

Things you can to do during a review of a dashboard

  1. Read the instructions to see what are the required actions

  2. Review the metrics on the dashboard to check if there are any outliers or changes in the trend for follow-up actions

  3. Click on the Confirm Review button to sign up or renew for the next periodic dashboard subscription

  4. Post any comments on your thoughts regarding the review.

Some possible comments:

  • Ask questions to clarify on the metrics

  • Summarize your observations

  • Provide additional info to supplement the charts

  • Write notes on the follow up actions to be taken

  • Thank your team mates for helping to meet the KPIs

Sample Dashboard Review Gadget.jpg

Confirming the review

It is an important task to click on the Confirm Review button for every review cycle.
The app will only send reminder to users who have clicked the Confirm Review button.
When there is no more watchers for the Dashboard Review Gadget, Dashboard Assistant will stop sending reminders.

If a user missed clicking the Confirm Review button during the review cycle (e.g. due to a vacation), it is possible to re-enrol back by clicking on the Confirm Review button.

When you click on the Confirm Review button, the button will changed to Confirmed (tick).
At the same time, a pop up will display a table of the users who have done the confirmation.
It is possible to see the latest status by clicking on the same button.

The Confirm Review button will be reset when the next review period starts again.

confirming reviews.jpg

Unwatching a review

In event if the discussion gets too chatty, it is possible to opt out of email notifications for the current review period by clicking on the watcher button in the gadget.

As long the Confirm Review button is clicked, the user will be added back as a watcher for the next review period.

The notification behaviour is summarized in the table below.

Desired outcome

Action

Subscribe to the reminder for next review period

Click on the Confirm Review button

Get email notification when new comments are added for the current review period

Click on the Watcher button

Click to receive notifcations on new comments.png

Stop getting email notifications for new comments added for the current review period

Click on the watcher button

Click to stop receiving comment notifications.png

Stop getting reminders totally for this dashboard

Do not click on the Confirm Review button

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