Category: Support

Content Templates

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Content Templates

The Content Templates tool gives system administrators the ability to create an article template that will be presented to the user.

The Content Template list is a list of current templates. Archived templates are listed in the Archive tab.

 

The Content Template canvas is where the administrator builds the template that will be presented to the user:

 

If the 'Allow Block Update/Edit' switch is set to ON, users can edit a block

If the 'Allow Block Add' switch is set to ON, users can add blocks.

When the end user creates a new article, they are presented with a list of templates to choose from:

 

Archive Manager

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Archive Manager

The Archive Manager allows system administrators to configure site wide Archive and Purge rules across all content types. This includes:

  • Workflows
  • Form Files
  • Forms
  • Projects
  • Files / Folders
  • Users
  • Groups

Definition of Archive vs Purge:

    • Archive (soft-delete): Once a piece of content reaches its Archive parameter, it should be soft deleted from system. It is still held in Screendragon up to an agreed period.
    • Purge (hard-delete): Once a piece of content reaches its Purge parameter, it should be hard deleted from Screendragon.

 

Note: When Archive and Purge rules exist for the same content type, the archive rule takes effect first.

 
To create a new archive or purge rule, open the Archive Manager admin tool and click on the Content Type you want to create the rule for e.g. Forms

Click on the 'Create New' button

Complete the required details:

    1.  Choose action to take - Archive or Purge
    2. Specify the number of days after which the action is taken
    3. Specify whether the action date is based on the date created or the date last modified
    4. State when the rule should start
    5. Choose whether to apply the rule retroactively
    6. Select the content to be archived/purged
    7. Select which (if any) users should be notified

Alert Manager

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Alert Manager

The Alert Manager allows system admins to configure alerts to be displayed to targeted user groups when they login. Messages appear as full screen overlays, the acceptance messages can be configured and the users who have actioned item reported on.

It can be used for:

  • Displaying and capturing acceptance of legal texts/terms and conditions

  • Notifying users about downtime

  • Notifying users about system upgrades/new features/config updates

 

 

Power BI Integration Set Up

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Power BI Integration Set-Up

Steps to set up the Screendragon and Power BI integration

1. Log into Screendragon and navigate to Admin Tools.
2. Open the Connection Manager and select ‘Create New’.
3. Choose ‘Power BI’ as your Connection Type.
4. Enter a Title & Description so the connector can be referenced later.
5. Please follow the instructions the instructions here to generate the tokens and key required to complete the configuration. You may need to contact your admin to complete this task. We recommend the ‘Service Principal’ authentication method.
6. Click Save.

7. Within the Admin Tools navigate to the Application Manager Admin Module.
8. Select "Add New" -> "Add Application" and choose "Power BI Embed" as your Application Type.
9. Enter a Title, Label Name & Description so the connector can be referenced later.

10. Under the Power BI Setting choose the Power BI Connector previously created.

 

11. Click Save New.
12. Close the Admin Tools, navigate back to the main site and refresh. Your Power BI Embed Application is now available.
13. [Screenshot of Emded in place on site]

 

Connection Manager

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Connection Manager

The Connection Manager allows the system administrator to build and configure connectors to supported applications. Once created, the connectors can be configured throughout the site to provide connectivity to other applications

System administrators create a new connection using the 'Create New' button in the Connection Manager tool.

They complete the Title (mandatory) and Description (optional) fields, and select a Connection Type from the list. Current connection types available are:

  1. Power BI - Learn more about Power BI Integration Set-up here 
  2. sftp
  3. s3
  4. Sales Logix
  5. Web API
  6. Workflow Trigger

 

Dashboard Manager

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Dashboard Manager

The Dashboard Manager allows the system administrator to create a number of different dashboards for the site and control access to each dashboard. 

System administrators can create multiple landing pages and determine which users see which landing pages (First permission control level)

Landing pages are made up of multiple 'Widgets'

Widgets are all permission controlled i.e. the administrator can decide which users with access to the landing page can see the specific widget (Second permission control level)

The content that appears in any widget will continue to be permission controlled (Third permission control level)

The order of the widgets as well as their actual size I.e. percentage width can be set by administrators. Based on the widgets a user is allowed to see, the system will dynamically re-order the landing page to create the optimal view for the user

  1. Title of the dashboard
  2. Default – is this the default page loaded on login
  3. Created By – user who created the dashboard
  4. Created On – date of creation
  5. Actions – edit the dashboard
  6. Create New button – create a new dashboard

When the administrator edits a dashboard they will see:

 

  1. Dashboard name
  2. Description of the dashboard
  3. Default – tick if this is to be the default dashboard
  4. Location of the dashboard - it will be either on the homepage or within a project
  5. List of all existing widgets
  6. Drag and drop for reordering widgets
  7. Permissions tab – click here to set View permissions for the page
  8. Background colour of the widget
  9. Size – card width of the widget
  10. Widget type – Assets/Carousel/Link/WYSIWYG
  11. Edit the widget
  12. Delete the widget
  13. Add Widget button
  14. Dashboard Options dropdown menu – Save dashboard or Delete dashboard

 

Widget Basics

Every widget regardless of type has a standard set of options/settings which are mandatory on widget creation:

    • Title which shows in builder and also on top of widget on the front end
    • Type – drop down list of different widget types that can be selected (cannot be changed once set)
    • Permission tab to control which users see the widget
    • Size selector (Percentage based with 4 options, 100, 50, 33, 25)

Types of Widget:

The following types of widget are currently available to be added to a dashboard:

Alerts Centre, Assets, Assigned Tasks, Carousel, Clock, Exports, Forms, Link, My Exports, My Reports, My Tasks, Resource, Reports, WYSIWYG

 

Dashboard KPI Widget

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Dashboard KPI Widgets

Dashboard Widgets give you an overview of the status of your projects which allows for fast prioritization of your day/week activity. This also gives your management team the ability to report on the team without the need to ask a user for updates.

The Dashboard is customizable and new dashboards with widgets can be created by an Administrator in the Dashboard Manager.

A dashboard KPI widget allows the user to see a number of KPI charts:

  1. Project Volume
  2. Workflow Status
  3. Workflow Throughput
  4. Workflow Volume
  5. Project Budget Overview (Estimated v Resourced v Actual)
  6. Project Budget Overview Estimated
  7. Project Budget Overview Resourced
  8. Project Budget Overview Actual

 

Each KPI chart can be displayed in the following format:

  1.     Area
  2.     Bar
  3.     Bar (stacked)
  4.     Donut
  5.     Line
  6.     Pie
  7.     Treemap

Types of Report

Project Volume Report

This is a report that shows how many projects we are doing by month, by client, by BU, by market etc.

Volume Workflow Report

This is a report that shows the volume of workflows (for example briefs) by type, by month etc.

Workflow Throughput Efficiency

This is a report that shows how many projects we are doing by month, by client, by BU, by market etc.

For example, if a design workflow form is submitted by the requestor how long did it take to complete.

A completion will be different for many, i.e. some will see completion as the creation of a project whereas others will see it as the workflow from being fully approved.

Workflows by Status

This is a key report which shows the % of workflows based on the different statuses.

It highlights what step the workflows are at e.g. awaiting tech spec, awaiting PM review

Project Budget Overview (Estimated v Resourced v Actual)

This report gives an overview comparing original cost estimates, resourced costs and actual costs.

It is also possible to add this report for just one of the metric types i.e. Estimated, Resourced or Actual

 

 

 

 

 

 

 

 

Report Types

Report Types

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Report Types

There are 6 different report types.

  1. Document

All documents in the system can be reported on. The following options are available.​

  • Select Sub Category(s)
    • Article Form - If selected, article meta data field options will appear under Report Columns under a sub heading of Meta Data.
    • Asset Meta-Data - If selected, more meta data field options will appear under Report Columns under a sub heading of Meta Data
  • Site Section Here you can select what section of the site you want to report from. 'All' can be selected to report on all documents in the system.
  • Report Columns
    • You can select what report headings you require. There are standard fields and form fields.
    • Here are the standard fields.

 

 

 

 

 

 

  • Associated Data
    • Document information can be associated with user profile information

 

  1. Form

The following options are available.​

  • Select Sub Category(s)
    • You can select what forms you want to report on here.
  • Report Columns
    • You can select what report headings you require. There are standard fields and form fields. The form fields are dynamic, depending on what was entered.
    • Here are the standard fields.

 

 

 

  • Associated Data
    • Form information can be associated with user profile information

  1. Project

The following options are available.​

  • Select Sub Category(s)
    • You can select what project forms you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields, project milestones/ stage gates and project form fields. The milestone/ stage gates and project form fields are dynamic depending on what was entered.
    • Here are the standard fields.

 

 

 

 

 

 

 

  • Associated Data
    • Project information can be associated with its document, form, task, sub projects and workflow information.

 

  1. Task

The following options are available.​

  • Select Sub Category(s)
    • You can select what task form(s) you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields and task form fields. The task form fields are dynamic depending on what was entered in the task form.
    • Here are the standard fields.

 

 

 

  • Associated Data
    • Project information can be associated with user profile information.

 

  1. User

The following options are available.​

  • Select Sub Category(s)
    • You can select the User Profile form(s).
  • Report Columns
    • You can select what report headings you require. There are standard fields and the fields from the User Profile form.
    • Here are the standard fields.

 

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  • Associated Data
    • There are no associated data options for a user report. But as listed in the other sections, this data can be associated by using the other report types first.

 

  1. Workflow

The following options are available.​

  • Select Sub Category(s)
    • You can select the workflows you want to report on.
  • Report Columns
    • You can select what report headings you require. There are standard fields. There are also fields from the workflow steps and form meta-data depending on the workflow.
    • Here the the standard fields.

 

 

 

 

 

 

 

 

 

  • Associated Data
    • Workflow information can be associated with user profile information.

 

Next Page: Report Builder

Reports – Export Reports

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Export Reports

Currently, there are two types of reports available here. More may be added in the future.

  1. Estimated, Forecast & Actual
  2. Timesheet

Estimated/ Forecast/ Actual Export

This reports on Estimated/ Forecast/ Actual project information.

  • Ability to run report by Project only
  • Ability to run by Resource Only
  • Ability to run by Both
  • The results can be based on Hours/ Days or Cost
Resource Standard Fields
Resource Name
Status
Created Date
Deactivated Date
Current Role
Project / Event
Item
Project Code
Description
Status
Project Start Date
Project End Date
Created Date
Is Billable
Budget Fields
Project Budge
Project Spend
Project Variance
Project Spend Approved
Project Spend Approved Variance
Scheduled Resource Costs
Actual Timesheet Costs
Resource Variance
Approved Resource Variance
Estimated Resourcing Costs
Estimated vs Forecast Costs
Estimated vs Burn Costs
OOP Costs
Estimate to Completion
Project Profitability Indicator
Parent
Item
Description
Status
Created Date
Output Values
Include Scheduled
Include Actual
Monthly Breakdown by Calendar
Monthly Breakdown by Week Ending
Total from selected time frame

 

Timesheet Export

This reports on Timesheet information associated with resourcing.

  • Ability to run report by Project only
  • Ability to run by Resource Only
  • Ability to run by Combination of both
  • Ability to include Resource Bookings / Tasks
  • Calculation fields are affected accordingly
Resource Standard Fields Resource Name
Role
Role Rate Rate that applies to the project in question if rate cards
User Status Active/Deactivated
Created Date Can this be optionally included?
Deactivated Date Can this be optionally included?
Project Standard Fields Parent Project Parent project name if sub
Project Sub project name if parents
Project Status Possibly need for both parent and sub project?
Billable? Possibly need for both parent and sub project?
Estimated (total) Total estimated hours for whole project
Scheduled (total) Total scheduled hours for whole project
Actual (total) Total actual hours for whole project
Resource Booking Fields Resource Item Task/Booking
Meta Fields Project Meta Possibly need for both parent and sub project?
Profile Meta
Timesheet Fields Timesheet Week Ending
Timesheet Status
Calculation Fields Total Hours this week Relating to Timesheet Week Ending
Breakdown by days m/t/w/t/f/s/s Relating to Timesheet Week Ending
Scheduled hours on task this week (User) Relating to Timesheet Week Ending
Scheduled hours on task this week (All Users)
Actual hours on task this week (User)
Actual hours on task this week (All Users)

 

Report Permissions

The report permissions are the same as elsewhere in the system.

There are 3 levels of permissions that can be applied to users and groups.

  • View Access: Can Run this Report
  • Edit Access: Can Run and Clone Report
  • Admin Access: Has Full Admin rights

 

Next page: Timesheet Reports 

Reports – Timesheet Reports

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Timesheet Reports

The following types of Timesheet Reports are available

  • Timesheet Status Report This report is an overview of all users timesheets based on saved, submitted, rejected and approved timesheets. It can be filtered on dates, roles and groups.
  • Timesheet Breakdown Report This report gives a weekly breakdown per resource. It can be filtered by resource name, role, project name, status and dates.
  • Timesheet Overdue Report This report shows the overdue timesheet information. It can be filtered on resource name, role, week ending, group filter and approver filter.
  • Timesheet Submitted Report This report shows the submitted timesheet information. It can be filtered on resource name, role, week ending, group filter and approver filter.
  • Timesheet Rejected Report This report shows the rejected timesheet information. It can be filtered on resource name, role, week ending, group filter and approver filter.
  • Timesheet Approved Report This report shows the approved timesheet information. It can be filtered on resource name, role, week ending, group filter and approver filter.
  • Timesheet Approver Detail Report This report goes into more detail on approved timesheets. It is filtered on the approver, position type and you can also select which week you require. There is no preview option for this report. It needs to be exported.
  • Timesheet Approver Report This reports on the timesheet approver. It is filtered on the approver, position type and you can also select which week you require. There is no preview option for this report. It needs to be exported.