Process boards: built once by an admin, each employee sees their own figures

Build a board

1. Open the process page of a cases table and click New board under Boards. Only the organization’s owners and admins can change boards; project members see the list.
2. Give the board a name and choose Who sees it: everyone, by role, or people.
3. Add tiles: a KPI, a line chart (a metric by month), a bar chart (a metric by its breakdown; the metric needs one) or a cases table (a source, up to 8 columns, up to 50 rows). Move tiles up and down to order them; up to 24 tiles.
4. A chart from one sentence: choose a source, write a sentence and click Fill in. Duaer drafts a metric and shows its value on the latest cases; only when you click Add chart is the metric saved and the chart added.
5. Tick the findings to show, up to 20.
6. Turn on Published on the employee portal and click Save. Created, changed and deleted are in the audit log, with counts only.

What employees see

• The board is in Boards on the employee portal beside their own boards, at /boards/process/<id>. Someone outside Who sees it cannot open it, as if it did not exist.
• Metrics follow My processes: a metric not published to the person is left out, and values are over the cases they see.
• A cases table lists only cases they see, newest first; someone who sees no case of the source gets no table.
• Findings are only those they may read.

KPI history

• Each process metric keeps its value over all of the source’s cases once a day, in the source’s time zone: written when its metrics refresh, and each hour for a source without today’s value. Days older than 400 are removed.
• The history line goes only to people who see the whole source; someone narrowed to some cases by a column rule sees today’s value of their own cases.
• History starts the day this ships.

Findings and boards

• In the findings list on the process page, tick the boards a finding is on; in a board, tick its findings.
• On the portal home, each finding lists the boards it is on that the person may open; click one to open it.