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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.
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
Read the instructions to see what are the required actions
Review the metrics on the dashboard to check if there are any outliers or changes in the trend for follow-up actions
Click on the Confirm Review button to sign up or renew for the next periodic dashboard subscription
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
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 
.
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.
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  |
Stop getting email notifications for new comments added for the current review period | Click on the watcher button  |
Stop getting reminders totally for this dashboard | Do not click on the Confirm Review button |