Lesson 1 - Introduction to Safety Intelligence

Welcome to Lesson 1 of your Safety Intelligence Self-Guided Onboarding Program! 

If you do not see this module or features discussed in this article in your instance and are interested in adding them, please contact your Customer Success Manager or shared email:csoffice@ecoonline.com

Learning Objective

By the end of this lesson, you will learn about:

• Navigation and Folder
• Dashboards
  • Creating a new dashboard from scratch
  • Out-of-the-box Dashboards
• SI Terminology - Permissions, Looks v Dashboards, Tiles

Navigation

Navigating Safety Intelligence (or SI) is a seamless process designed to empower users. Upon opening the module, the user is greeted by a user-friendly interface with three prominent folders and a row of tabs at the top. 

These tabs at the top of the page hold every dashboard, but are sorted in different ways, by: Reports, Recent, Favourites and More (Popular).

Recent: Will show you the dashboards you have worked on recently.

Favourites: Will show you all the forms you have favourited.

Popular: Will show you the most popular dashboards being used in the system.

Folders

Within Safety Intelligence, there are three distinct folders, each serving a purpose in organizing and managing the dashboard.

The first folder acts as a repository for all dashboards, divided into an overview and supplementary sections.

• Overview - Core dashboards looking at high-level views of modules such as forms, training, or action items
• Supplementary - Dashboards that dive into more focused areas of the modules such as form questions & answers or deficiencies

The second folder is a collaborative space, functioning as a joint folder accessible to all users with access to SI, whether editors or viewers.

Lastly, the third folder serves as a personal folder, offering users the ability to save dashboards only applicable to them.

Permissions

Users with the editor's permission can save and edit these dashboards, tailoring them to their specific analytical needs.

Create a dashboard or subfolder

To create a new folder, go into one of your pre-existing folders and navigate to the top-right side of the interface, where a 'Create' button is displayed.

Clicking on the 'Create' button initiates a small drop-down menu where users can choose between crafting a new dashboard or generating a subfolder.

Out-of-the-box dashboards

Out-of-the-box dashboards are located in the Reports tab, they are pre-built reports that provide an instant overview of various data points within your account. These dashboards are designed to be ready for use without extensive customization, making them convenient if you want quick insights into your data.

Looks vs. Dashboard

Looks: These can be an individual tile or two tiles; they provide a detailed and expanded view of a specific piece of data. These are viewed as focused snapshots, allowing you to dive into a particular data point.

Dashboards: Serve as grouping platforms where multiple tiles are brought together in one place. Dashboards are designed to provide an overview, typically showcasing various data related to a specific topic or objective.

Key Differences at a Glance

This concludes Lesson 1 of the self-guided Safety Intelligence onboarding program, next lesson we will dive into the framework of an Out-of-the-Box Dashboard.

Top 2 Takeaways from this lesson:

1. Where to go to create a dashboard
2. The difference between tabs and folders.

Homework - To solidify your grasp of these concepts, complete the following:

Before beginning the next lesson review the Out of the Box Dashboards and choose one you would like for your personal use.

Continue to the next lesson by clicking here: Lesson 2 - Framework of an Out-Of-The-Box Dashboard