RecordM - Dashboards

Currently, without dashboards, the only customization options for recordM are the menus.

For example, a solution with 3 definitions will have 3 menus, and the standard menu setup for creation of instances in recordM definitions.

In this state, which is the default state for recordM, after entering into an instance, the only options you have the are basic ones: searching, creating or editing instances.

For the most part, this is fine. However, as a solution grows, and you begin to have users with access to multiple definitions and multiple instances in these definitions, it would benifit them greatly to be able to view important and relevant information right away, and the way we can do this is through dashboards.

Take for example a user who is managing contracts, using a recordM solution. This user enters into the system, and right away there are a total of 2500 contracts. After he filters the ones that need to be approved, which is time that could have been used elsewhere, they still have a list of 443 contracts.

To filter even more, the user would have to create even more specific searches, but through the use of a dashboard, they can have all relevant information shown to them right away, as soon as they enter the recordM system.

Not only do the display numbers help immensely, but also by clicking on the numbers, you can go right to the related search and browse through the results directly as well. Also, graphs and tables can be shown, not only result numbers, making them even more informative and useful.