InetSoft Product How-To: Formatting Dashboards

The ‘Format’ dialog box provides options for changing the visual appearance of elements and their representation of data. To open the ‘Format’ dialog box, right-click on a component and select ‘Format’ from the context menu.

Certain components have multiple regions that can be selected and formatted independently. For example, a component title bar can always be formatted independently of the component body.

To format a particular region of a component, right-click on the desired region, and select ‘Format’ from the context menu. To format the general component (rather than a particular region), first make sure the component is entirely deselected. Then right-click to select the general component (not a region), and choose ‘Format’ from the context menu.

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The ‘Format’ dialog box contains the following tabs:

1. The Format tab allows you to specify a data format. Formatting is available for the following data types: Date, Number, Currency, Text, Percent.

2. The Alignment tab settings determine the horizontal and vertical alignment of component text.

3. The Font tab allows you to specify the font face (Arial, Serif etc.), the style (bold, italic), and the size of the font used for component text.

4. The Border tab allows you to set border thickness and color for components.

5. The Color tab allows you to set text color, background color, and transparency for components.

6. The CSS tab allows you to specify a CSS class to style the visual properties of a component. You can style individual regions of a component independently, just as with manual formatting.

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What Would the Developer of Deviation Management Software Put on a Dashboard?

The dashboard for Deviation Management Software serves as a central hub for users to monitor, analyze, and manage deviations from established processes, standards, or requirements within an organization. It provides real-time visibility into deviations, their status, impact, and resolution progress. Here are several key components and metrics that the developer might include on the dashboard:

  1. Deviation Overview:
    • A summary of total deviations logged within a specified time period.
    • Breakdown of deviations by category (e.g., quality, safety, regulatory) or department.
    • Trend analysis showing the number of deviations over time.
  2. Deviation Status:
    • Distribution of deviations by status (e.g., open, in progress, closed).
    • Aging analysis displaying the duration of open deviations to identify overdue items.
  3. Severity and Impact:
    • Categorization of deviations by severity level (e.g., minor, moderate, major).
    • Analysis of deviations by potential impact on operations, compliance, or customer satisfaction.
  4. Root Cause Analysis:
    • Breakdown of deviations by root cause (e.g., human error, equipment malfunction, process failure).
    • Trends in root causes to identify recurring issues and areas for improvement.
  5. Resolution Progress:
    • Status of corrective and preventive actions (CAPAs) associated with deviations.
    • Timeline or Gantt chart showing the progress of CAPA implementation and closure.
  6. Responsibility Assignment:
    • Allocation of deviations to responsible individuals or departments.
    • Performance metrics tracking response times and completion rates for assigned tasks.
  7. Compliance and Audit Readiness:
    • Adherence to regulatory requirements, standards, and internal policies.
    • Alerts for deviations that pose compliance risks or require escalation.
  8. Trend Analysis and Benchmarking:
    • Comparative analysis of deviations across different locations, teams, or product lines.
    • Benchmarking against industry standards or historical data to assess performance.
  9. User Engagement and Feedback:
    • Feedback mechanism for users to report deviations, provide comments, or suggest improvements.
    • User satisfaction ratings or surveys to gather feedback on the usability and effectiveness of the software.
  10. Customization and Personalization:
    • Customizable widgets and filters to tailor the dashboard to specific user roles, preferences, or organizational needs.
    • Role-based access control to ensure data confidentiality and security.
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