One of the most common Boards built and used by our customers is a Location Summary Board.
A Location Summary Board lets you see all the important information surrounding a given Location’s improvement efforts.
For general information on creating a new Board, check out this support page.
For general information on adding new Cards, check out this support page.
How is the Board built out?
- Location Summary Boards often have a two column (⅔, ⅓) layout.
- A Location filter is often included. Typically, the default Location is set to “User’s Current Location” (including the Location & below).
If the people who will be accessing the Board need to quickly check on the health of the entire organization, setting a default Location may not be necessary.
What Cards are included?
Our customers typically include the following Cards, although you can configure the Cards to reflect the precise interests of your team.
This Card displays all Projects.
This Card displays all Tasks.
This Card displays all Improvements.
This Card displays all Charts.
- Annual Improvement Curve
This Card displays the Improvement Curve for the current year. At the start of each year, you should update the date range to represent the next year.
- Annual Impact Summary
This Card displays the Impact Summary for the current year. At the start of each year, you should update the date range to represent the next year.
- Annual Engagement Summary
This Card displays the User Engagement Report for the current year. At the start of each year, you should update the date range to represent the next year.
This Card displays all Full Access, Frontline, Setup, and Capture users.