| # | EDIT | LINK | Dashboard Name | Role Visibility | Priority | Status |
|---|---|---|---|---|---|---|
| # | EDIT | LINK | Dashboard Name | Role Visibility | Priority | Status |
| EDIT | VIEW | Filter Name | Dashboard Name | Dashboard ID | Field Filter |
|---|---|---|---|---|---|
| EDIT | VIEW | Filter Name | Dashboard Name | Dashboard ID | Field Filter |
Dashboards
Purpose
This dashboard is for management of dashboards (including this one) by providing these capabilities:
- Edit dashboard properties
- Show dashboard status report for all dashboards
- Show help information for this dashboard
Help
This dashboard allows you to edit all of the properties of all dashboards, show that status for all dashboards in a formatted report, and (finally) show help information like this.
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Back Office Documentation Help
This dashboard provides a collection of tools that help merging the Back Office dashboards and the products that support them. It also provides Procedure documentation that documents how to perform that various procedures that help run your business.
Products
This tool has several uses:
- Identify the products that help support your Back Office.
- Document the monthly and annual costs of maintaining any licenses these tools may require.
- Capture support contact information for each product.
Some vendors will provide multiple products. For example, Gravity Perks and Gravity Forms each provide numerous plugins that are used heavily in this site. In cases like this, remove the Product Name from the Organization record and simply supply it for each product you use from that vendor.
Dashboards
Some dashboards stand alone, while others depend on other dashboards to accomplish their work. For example, the Contacts dashboard is used by many others to provide person and/or organization information.
Procedures
This tab is where you capture the procedures that you use over and over. For example, every few weeks, it is important for a systems administrator to scan your site and make sure that plugins are up to date. In most cases, they will update themselves automatically; however this is not always true and you don’t want to have a critical plugin stop working because it wasn’t updated.
Take your time with documenting these procedures. Start simply by naming each procedure document you will have to create. If you already have some available, you can upload them easily so that you don’t have to type everything all over.
Once you have them defined, test them and see what works and what doesn’t. Then update your documentation accordingly.
References
This tab is where you can capture web links of documents that you use as a reference materials. Since everything you enter is searchable, finding what you are searching for can be quite easy.
Any time you come across a web page that contains information that relates to running your business and you want to remember this page, just add a record here.
Additional Tools
Tools tend to accumulate. As I type thins, I have a bunch more tools I want to build and add to the back office. If a tool helps you run your business better, add it to this page.