How to Make an Annual Monitoring Status Dashboard Layout

Sample Annual Monitoring Status Dashboard in Landscape.

To create the dashboard layout shown above, first we'll create three widgets that display similar information as different visuals: count, chart, and map. Then, we'll create widgets that show upcoming and recent monitoring visits.

Before we get started

The queries described in this article may use list items, or dropdown values, that are not currently available in your account. To edit list items, go to settings and change the site visit type and status. You can also adjust the queries to match your current account settings.

Also, the widgets in this example dashboard layout are based on the status of site visits. So, for these widgets to work, you'll need to create a (blank) site visit for every stewardship site that requires monitoring. The process to follow:

1) design and create a site visit form in your account settings;

2) add the form to the site visit library for every stewardship site that you need to monitor;

3) create a site visit for every stewardship site you need to monitor

But, the "obligations" feature also shows similar information. If you configure an obligation for each stewardship site - say, "complete a site visit with type=annual monitoring once per year" - then the obligation will be marked as "satisfied" when you complete the site visit. Learn more about how to configure obligations. So you could create each of these widgets showing obligations details instead of site visits.

Creating the Widgets

Widget: Annual Monitoring Status Count

A widget that displays the count of site visits by status.

Query
"Searching for" record type = SITE VISITS
ALL of these queries are true:
Type One Of Annual Monitoring
Start Date Between 1/1/2022 & 12/31/2022
Status One Of Not Started, Scheduled, Completed

Result Settings
✓ Show Grouping ("Status")
✓ Display as Grid

Landscape dashboard widget that shows the count of annual monitoring site visits for the current year by status.

Widget: Annual Monitoring Status Chart

A widget that displays a pie chart of site visits by status.

Query
"Searching for" record type = SITE VISITS
ALL of these queries are true:
Type One Of Annual Monitoring
Start Date Between 1/1/2022 & 12/31/2022
Status One Of Not Started, Scheduled, Completed

Result Settings
✓ Show Grouping ("Status")
✓ Display as Chart
Chart type = Pie

Landscape dashboard widget that shows a pie chart of the number of annual monitoring site visits by status.

Widget: Annual Monitoring Status Map

A widget that displays a map of site visits by status.

Query
"Searching for" record type = SITE VISITS
ALL of these queries are true:
Type One Of Annual Monitoring
Start Date Between 1/1/2022 & 12/31/2022
Status One Of Not Started, Scheduled, Completed

Result Settings

First, make "Status" a visible column in the grid view. Then, choose "Display as Map" in the result settings. "Status" will now be an available field to style in the Outer Stewardship Site Boundary layer.

✓ Display as Map
Toggle "Outer Stewardship Site Boundary" as visible in the map layers panel and expand the legend item. Click the paint palette icon and select "Style By Status". Then, select colors to match the chart widget. You can enter hex codes; copy from other widgets to make the colors match.

A map widget that shows monitoring status as different colors. Visualize properties as points for clarity when zoomed out. Zoom in to see property boundaries. Click on boundaries to open a pop up with a link to the record.

Widget: Recent Site Visits

A widget that displays site visits scheduled or completed in the past month.

Query
"Searching for" record type = SITE VISITS
ALL of these queries are true:
Type One Of Annual Monitoring
Start Date Between -1 Months to Date & Today
Status One Of Scheduled, Completed

Choose a time period that aligns with your team schedule. For instance, if you have weekly annual monitoring meetings, you can set the query to match.

Result Settings
✓ Show Grouping ("Personnel")
✓ Display as Grid
✓ Show list of results in widget

Landscape dashboard widget that displays details for site visits that were scheduled or completed within the recent time frame.

 

Widget: Upcoming Site Visits

A widget that displays site visits that are not started or scheduled within the next week.

Query
"Searching for" record type = SITE VISITS
ALL of these queries are true:
Type One Of Annual Monitoring
Start Date Between Today & 1 Weeks to Date
Status One Of Not Started, Scheduled

Choose a time period that aligns with your team schedule. For instance, if you have weekly annual monitoring meetings, you can set the query to match.

Result Settings
✓ Show Grouping ("Personnel")
✓ Display as Grid
✓ Show list of results in widget

Landscape dashboard widget that displays details for site visits that are not started or scheduled within the upcoming time frame.

As you create each widget, decide whether you'd like to share it with other team members. You can share individual widgets to make them available to other users in your account. That way, your team members can select from pre-fabbed widgets as they build their own dashboard layout.

Tack on additional widgets that show open issues or requests for exercised rights approvals to get a full picture of your easement stewardship program on one layout.