Wikis > Guidelines for Dashboard

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The dashboard – the central application

The Ecodistr-ICT IDSS Dashboard is a web interface for the facilitator to manage the decision process flow in a renewal case of a city district. This application handles the setup of the case and Key Performance Indicators (KPIs) and let the facilitator iterate to create, develop and calculate current situation (As is), ambition (To be) and alternatives.

Calculation and supporting modules are connected to the dashboard so that they can be triggered or accessed. This makes the dashboard a central application that is used for the complete workflow of the Ecodistr-ICT IDSS platform.

The seven main steps of the dashboard

The dashboard follows the Ecodistr-ICT IDSS platform’s definition of the decision process. This is defined in seven steps:

  1. Analyse problem (Setup the case and KPIs)
  2. Collect data (Gather data and upload through the upload module )
  3. As is (Define the current situation)
  4. To be (Set the ambitions for the stakeholders)
  5. Develop alternatives (Create alternatives for the district and alter them in the design module)
  6. Assess alternatives (Work with the alternative KPIs)
  7. Compare alternatives (Look at the overview of the calculated scores through the MCMSMA module)

These steps are available through the top menu and contain one or more pages. Also, the user can click on the ‘Next’ button on all pages to come to the next page in the process. Below describes a walkthrough for a user when clicking the ‘Next’ button.

Step 1. Analyse the problem

In the start page a case have to be created or selected. Picture 1.

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Picture 1

After clicking ‘Next’ the basic settings of the case is submitted such as name, description and an area around the district is drawn on the map. Picture 2.

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Picture 2

Also, on this page the stakeholders included in the case are setup. The emails and passwords are submitted and can be sent out to the stakeholders for access to the dashboard. The stakeholders can only access and edit their ambition when logged in. A stakeholder is also added per facilitator account and needs to be activated on this page for a case by pressing the button ‘Set to active case’. Picture 3.

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Picture 3

The last page in this step is to setup the KPIs for the case. This page contains two columns, one on the left side for existing KPIs and one on the right side for the KPIs that are selected to the case. The KPIs can be added and configured as explained in the section “Add and configure KPIs” below. Picture 4.

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Picture 4

 

Step 2. Collect data         

In the collect data step, data is uploaded to be used in the calculation modules. All KPIs selected for the case will determine what input data that is needed to do calculations. In this page all the KPIs are shown with a button to validate if the data already uploaded is sufficient for the calculation. The modules have responsibility to return this status after clicking this button. The upload procedure is done through the data upload module and is described separately. Picture 5

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Picture 5

 

Step 3. As is

This page will show the overall KPI values for current situation. All the individual KPIs can be accessed from this page. The KPI page is described in the section “The KPI page” below. For further analysis of the data uploaded to the system a link to the design module is available through a button. Picture 6

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Picture 6

Step 4. To be

On this page the ambitions for each stakeholder added in the step “Analyse problem” are managed. The ambitions can be set by the facilitator or by the stakeholder when logged in to the dashboard. The stakeholders’ ambitions for each KPI are given together with a weight (0-5). The weight shows how important a specific KPI is to the stakeholder where value 0 (zero) is not of importance and value 5 is very important. Picture 7

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Picture 7

Step 5. Develop alternatives

To create, edit and remove alternatives this page is used. A name and description is given for an alternative. From this page several buttons and options can be used (Picture 8):

  • Edit (Change the name and description)
  • KPI list (Access the KPIs for this alternative)
  • Open design module (If you would like to alter specific measures in the alternative. The KPIs needs to be manually re-calculated from the KPI list after changing the measures in the design module.) For guidelines of the design module, turn to link >>.
  • Upload data (Use the upload module for calculation module input used for this alternative. This step is optional and will replace the input according to the uploaded file.)
  • Data module status (Check if the system is initialised and ready for this alternative to be calculated)
  • Delete alternative
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Picture 8

 

Step 6. Assess alternatives

This page is mainly accessed from the previous step when selecting an alternative. The page works just like the As is page where all the overall KPIs values are shown and the KPIs can be accessed individually through the KPI page (described separately in the section ‘The KPI Page’).

Step 7. Compare alternatives

The last step contains a page for feeding the MCMSMA module with data (for guidelines of MCMSMA module, turn to link >>). Also all the values saved in the dashboard can be viewed and validated here by selecting a filter combination in the charts. Picture 9

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Picture 9

 

Add and configure KPIs

In the first step of the dashboard usage, Analyse problem, the KPIs for the case needs to be defined and setup properly. In the left column the facilitator can add, edit and remove the KPIs available for selection.

Add a KPI

To add a KPI the button in the bottom of the left column is used. A name, description and a unit for the KPI is given. Picture 10

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Picture 10

Note: The name of the KPI is important for the selection of calculation modules. This is how a calculation module can be connected to the KPI. The module uses the same name as the KPI to connect to the KPI. To use any of the existing calculation modules, a KPI already defined in the left list needs to be used. If creating a new KPI, the name has to be given to the developer of the module for proper connection.

A KPI can be quantitative or qualitative. This means that the KPI will behave differently when it comes to the KPI value.

  • A quantitative KPI is calculated with a calculation module or given manually with a value using the corresponding unit used for the KPI.
  • A qualitative KPI is not calculated or using a unit but instead using a score from 0-10 connected to descriptions of the meaning of these scores.

The KPI could be public or private meaning that a public KPI will show up for all facilitators and a private will only show up for the facilitator that created the KPI.

Use and configure KPIs

To add a KPI to the case the button ‘use’ is used. The KPI will appear in the right column when clicking this button. In the right column the KPI can be configured. Depending on if the KPI is a qualitative or quantitative KPI the configuration looks different.

  • To configure a qualitative KPI the meaning of the scores 0-10 is setup. Picture 11a. The descriptions should start at 1 being very negative and go to 10 being very positive. 0 should be used as not relevant and excluded to the overall score.
  • To configure a quantitative KPI a sufficient and an excellent level is given together with an explanation of these levels (Picture 11b). The levels will affect the colouring of the KPI values. Also a calculation module can be selected here if the name of the KPI is registered in the module.
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Picture 11 a) Qualitative KPI and b) Quantitative KPI.

 

The KPI Page

The KPI page is accessible from the As Is page and the Assess alternatives page. An overview of the KPI is given. This page combines the configuration of the KPI with the value of the KPI. Also the KPI on this page is connected to one alternative or the As is situation. Following functionality also exists (Picture 12):

  • The calculation can be triggered when clicking the ‘calculate’ button
  • A manual value can be set if a calculation module is not connected
  • The KPI can be disabled if not relevant for this alternative
  • A link to the module could exist if this is supported
  • The global KPI configuration for the case is accessible through the ‘KPI configuration’ button
Picture 13

Picture 12

 

Log in to the dashboard

First time a facilitator accesses the dashboard an account should be created. This is done through the link ‘Create an account’ on the login page. The email provided is not used as an email but as a user name and the password will be displayed on the screen after an email is submitted.

Note: The user should carefully save the password down in this step. Currently, it is not possible to restore it afterwards.

Use the email and the password to login to the dashboard.

 

Information for programmers

For more information about the Dashboard for programmers, turn to link >>.

 

More Supporting modules Calculation modules

 

 

 

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