Add New Widget

To add a new widget:

On the Home page select +.
The Add New Widget dialog appears.

Enter the following information for the widget.
Enter the widget Name*. This is the name shown on the dashboard, and can be a max of 30 characters long.
Select the Board* dropdown, then select the board on which you want the widget to display. The options are:
- Overview
- HHRS
- Condition
- Compliance
- Lifecycle
- Summary
Select the Widget Type* dropdown, then select the type of widget you want to add. This dynamically shows the additional fields to be configured. The options are:
Calculation Type - this field cannot be updated and shows how the data is aggregated, which currently is Count.
Select Filters to display the Filters dialog, configure the filters you want to apply. For more information see Filters.
Enter the Refresh Interval (minutes) into the field. This determines how frequently the data on the widget is updated.
Select the Share This Widget toggle to determine whether the widget is to be viewable to all users, or just viewable to you.
Select Save. The widget is automatically added to the specified board.

*These are required fields.

Widget Configuration

To configure an Information widget:

To configure a Percentage widget:

On the Add New Widget dialog, select whether the Percentage Calculation Base is to be:
- Entire Asset Dataset - bases the percentage calculation on all of your assets.
- Part of Asset Dataset - allows you to configure an additional Calculation Base filter. For more information on applying filters see Filters.
Enter the Value Threshold for the following:
- Red
- Amber
- Green
- Blue
  The colour of the widget changes according to the values entered.

The default colours can be changed by selecting a custom colour via the colour picker adjacent to the applicable Value Threshold field.

If required, select the Default Colour and select a new colour from the colour picker.

To configure a Conditional widget:

The default colours can be changed by selecting a custom colour via the colour picker adjacent to the applicable Value Threshold field.

If required, select the Default Colour and select a new colour from the colour picker.

To configure a Preview widget, if required, select the Default Colour and select a new colour from the colour picker.

Filters can be added to Value Filters, and where applicable Calculation Base filters, by either creating a new filter, or using a saved filter.

To create a new filter:

On the Add New Widget dialog, in the Value Filters section, select Filters.
The Filters dialog appears.
Select the to expand the required category.
Select a checkbox next to the filter you want to add.
Selected filters display in the Active Filters section.
Active Filters are populated with the following:
- Column - the selected category name
- Relationship* - Is equal to
- Value - the selected category item
If required, select additional categories and category items.
When you have selected all required filters, select Apply.
On the Add New Widget dialog, the Value Filters section updates to show which filters have been applied.

*The only Relationship currently supported by all filter conditions is Is equal to.

When filtering by Asset Installation Date and using a Custom Date Range, ensure the From date is earlier than or equal to the To date.

To use a saved filter:

On the Add New Widget dialog, in the Value Filters section, select Filters.
The Filters dialog appears.
Click the Select Saved Filters dropdown, then select the required filter.
The saved categories and category items display in the Active Filters section.
Select Apply.
On the Add New Widget dialog, the Value Filters section updates to show which filters have been applied.