Dashboard Management Updates Guide¶

This is an overview of Dashboard User Interface and Management updates in ExoSense v2.46.0.

Overview¶

To continue to improve the usability and functionality of ExoSense's dashboards, a number of improvements have been made to the user interface and management of dashboards. These changes are part of a larger initiative to allow for use of 'superset' asset templates that might contain many signals and dashboards that may not always be used for all assets. In these cases, the dashboards that are not needed can be hidden or shown only to asset managers. In addition these improve upon feedback for the dashboards UX and allow for adding additional functionality in the future.

Layout¶

Updates to the dashboard UI

• To make an update, instead of unlocking a dashboard, there is an 'Edit' button available at the top of the dashboard.
• The dashboard functionality found in the header as icon have moved to the top of the dashboard being the edit, full screen, and download buttons.
• The dashboard and asset name are visible at the top of a dashboard. This vertical space will be leveraged for additional functionality in the future.
• The button to add a dashboard or a panel has been removed. Instead, a small icon has been added at the end of the dashboard tabs row to add a dashboard.
• When editing a dashboard, the ability to add a panel and edit the name of the dashboard is now available.
• The 'Edit Dashboard' and 'Remove' menu item has been removed and replaced by 'Manage Dashboards'.
• When a dashboard has been marked as for Asset Manager role only view, the dashboard tab has a slight grey background for indication.

Management¶

Updates to the management of dashboards

• The edit dashboard overlay dialog has been removed and replaced with a full screen Manage Dashboards interface.
• The new interface continues to allow renaming and ordering dashboards.
• Every dashboard can now specify an optional icon. (Previously only dashboards tied to Subsystems supported this)
• Each dashboard has an indication if it is a built in dashboard tab (a flag) or if linked to an Asset Template (link icon).
• If a subsystem has been associated to a dashboard, this label will be visible.
• Dashboards can be added, duplicated, and deleted in this interface.
• Each dashboard can now set a view access level. The default is 'Asset' which means any viewer of the asset can see it. If set to Manager, only user roles with the Asset Manager permission will see them. If set to "None", the dashboard tab will be hidden for all. These view settings are per asset and can be overrode from the linked Template.