Create and Modify Insite Groups

OVERVIEW:

A variety of InSite charts are available to your company, for the visual display and analysis of safety-related data. For the sake of organization and simplicity, system administrators may want to select several related charts to group together as an Insite Group. Each Insite Group should have a descriptive name, such as ‘Monthly Reports’ or ‘Audits & Inspections’.

Then, admins can invite the stakeholders in a ‘Permission Group’ to have access to a specific Insite Group. This way, rather than being overwhelmed with too much information, they’re presented with a custom dashboard displaying only the charts and info they need to do their job.

 
CREATING AN INSITE GROUP  

NAMING THE NEW GROUP

•  Click the Gear Icon at the bottom of the left main menu, to access the Process & Permission Control window

A  Click on Insite Groups in the left menu, to see the current list of Insite Groups

B  Click + Create New at top to add a new Insite Group

 

 

C  In the small Insite Groups window, type in the Name of the new Insite Group, plus optionally, a brief Description

D  Click Save at the bottom

 

 

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SELECTING A DASHBOARD ARRANGEMENT

A  IF you are proceeding from the last step, click the green Plus tab at top

 

 

C  At the top, type in a Tab Title for the current Dashboard arrangement

D  From the list on the left, select a dashboard arrangement from the available options

 

 

  ADDING CHARTS TO AN INSITE GROUP  

 

ADDING THE FIRST CHART

•   In the first white box (see above), click the large green Plus Sign

A  In the Dashboard Selection window (below), click once on one of the bold Categories to see the charts available within that Category

B  Click once on the name of a chart you’d like to add to the new Insite Group

C  At the bottom, click + Select

 

 

 

CHART SETTINGS

•  In the Settings window that opens, the fields and information will vary, depending on the type of chart

 

A  To specify how far back in time you’d like this chart to go, enter a number in the Month Range Starts field. For example, if you’d like to always show data for the previous 6 months, enter the number 6  

 

B  If you’d like to always include the most current data, enter 0 (zero) in the Month Range Ends field. If you do not want to include, say, the past 2 months (incl. the current month), enter the number 2  

 

C  If you want to display data for a previous Calendar Year, instead of a Month Range, click the down-arrow in the Calendar Year field, and select that year

 

D  Depending on the type of chart, you may also have other options. For example, entering the number 7 in the Ceiling field will add a ‘maximum acceptable’ horizontal line to a bar chart at the 70% mark. Some charts also allow you to set a Target value, or Thresholds for visually depicting values as green, yellow or red.

 

E  Select the Filters tab at top to specify other parameters for the information to be displayed in that chart. For example, you can set the chart to only display data pertaining to a specific project, location or classification

 

F  Click the green Save icon at the bottom

 

 

•  You’ll see that this chart has now populated its designated box

•  Continue to add Insite Charts to the rest of the boxes within the Dashboard

•  When done, from the Dashboard Selection window, click the green Save icon at the bottom

 

MULTIPLE TABS

If you want to include more charts in the Insite Group that can fit in a single Dashboard, you can add additional Dashboards

 

•  If needed, select the item in the Insite Groups window, then click the Pencil/Edit icon at top

•  At the top of the Insite Groups window, click the green Plus Sign Tab

•  Then type in a (sub-category) Tab Title, then proceed as you did with the first Dashboard

 

Users will then have multiple Tabs to click on, to access all the Dashboard they need

 

 

 

  MAKING CHANGES TO AN INSITE GROUP  

 

REPLACING ONE CHART WITH ANOTHER

•  Right-click on the Tab (Mac: Control-Click), then select Edit

•  Click the Two-Way Arrow icon at the top left of the  chart that’s to be replaced

•  Choose a new chart for that spot; then click Select

•  Complete any of the Settings and Filters fields you need, then click Save

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CHANGING THE SETTINGS, DATE RANGE OR FILTERS FOR A CHART

•  Go to the chart you’d like to modify, and click the Gear/Settings icon at the top right

•  Make your changes, then click the green Save icon at the bottom

 

 

  GIVING A PERMISSION GROUP ACCESS TO AN INSITE GROUP  

 

•  Click on the Gear/Settings icon at the bottom of the left main menu, to access the Process & Permission Control window. By default, the first tab, Permission Groups, is active

 

A  From the list, double-click the Permission Group you want to have access

 

 

B  Click on Insite Groups in the left menu

C  At the top, click + Create New

D  Put checkmarks next to the Insite Group(s) that you’d like that Permission Group to have access to

E  At bottom, click Add Selected, then close out of that window

•  To later remove a Permission Group from having access to a certain Insight Group, simply uncheck the box next to that Insight Group