Dashboard Configuration with Blueprint

Enabling Dashboards in Blueprint is made up of the following 2 sequential steps: ­

  • Step 1 – Establish Dashboard Standard Artifact Types with the Group Label “Category”
  • Step 2 – Enable Dashboards in the Administration Portal

It’s key that you follow this process so that your Dashboards reflect accurate information in your instance and communicate any changes to corresponding artifacts.

Step 1 – Establish Dashboard Standard Artifact Types with the Group Label “Category”

Create specific Standard Artifact Types that will populate your Dashboards (for example, Regulation, Policy, Rule, Control, Procedural, Control, Audit, etc.). You can name your Standard Artifact Types according to your needs.

For each Dashboard Standard Artifact Type you create, enter Category in the Group Label field. This is essential to identify which Artifacts will be aggregated in your Dashboards.

You can also update existing Standard Artifact Types to be Dashboard Standard Artifact Types by simply changing their Group Label to Category.

Standard Artifact Name

Base Type

Group Label

Insert Desired Name

Select Desired Base Type

Category

We recommend that the number of Dashboard Standard Artifact Types be limited to 10 as more than this may impact the display.

For a detailed tutorial on how to create Standard Artifact Types, see the Add a Standard Artifact Type article in the Blueprint Online Help library.

Step 2 – Enable Dashboards in the Administration Portal

After you have created all your Dashboard Standard Artifact Types with the Group Label “Category”, you can now enable the Dashboards feature within Administration through “Advanced Settings.”

Dashboard Standard Properties That Are Automatically Created When You Enable Dashboards

When you enable Dashboards in the Administration Portal, the following 6 Standard Properties are automatically created and assigned to Standard Artifact Types with the Group Label “Category”: 

  • DSB-Severity(Dashboards)
  • DSB-Status(Dashboards)
  • DSB-Start Date(Dashboards)
  • DSB-Deadline(Dashboards)
  • DSB-End Date(Dashboards)
  • DSB-Owner(Dashboards)

A change notification is shown in the Dashboard when there has been a change published for the Description, Attachments, and/or DSB-Severity(Dashboards) fields, for any Standard Artifact with a “Category” Group Label. This is the reason all Dashboard Standard Artifact Types must have a “Category” Group Label.

If at any point, a user deletes or changes one of the automatically created Standard Properties, you can disable Dashboards in the Administration Portal and then re-enable Dashboards, to automatically produce the same 6 Standard Properties with their default settings and assign them to Standard Artifact Types with the Group Label “Category” again.

The following provides a description of each property and its configuration settings:

DSB-Severity(Dashboards)

This indicates the DSB-Severity(Dashboards)/urgency of addressing a given change.

We recommend limiting the states of DSB-Severity(Dashboards) to 3 states i.e. High, Medium and Low. 

To ensure colors associated are representative, each choice will automatically be assigned colors in the following order: Red, Orange and then Green. Any additional colors will be assigned random colors.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-Severity(Dashboards)

Choice

Yes

Low

These are recommended values, please ensure they are added in the order below: 

  • High
  • Medium
  • Low
DSB-Status(Dashboards)

This serves to keep track of the progress on a given change whether this is currently being worked on or has been closed.

Ensure that the two Status “Opened” and “Closed” are added correctly as this is associated with the Dashboard.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-Status(Dashboards)

Choice

Yes

Opened

Values must be set to: 

  • Opened
  • Closed
DSB-Start Date(Dashboards)

This date property identifies when a change has started to be addressed by the team. 

This is utilized when calculating the average time to close a change within the dashboards.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-Start Date(Dashboards)

Date

Yes

None

None

DSB-Deadline(Dashboards)

This property identifies the DSB-Deadline(Dashboards) for when the change needs to be addressed, this will be utilized within the Dashboard to ensure that a DSB-Deadline(Dashboards) has been met. 

The DSB-Deadline(Dashboards) property will need to be set by the user making the change before they have published.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-Deadline(Dashboards)

Date

Yes

None

None

DSB-End Date(Dashboards)

This identifies when a change artifact has been closed by the team.  This property also helps in calculating AVG time to close a change.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-End Date(Dashboards)

Date

No

None

None

DSB-Owner(Dashboards)

This property identifies who has made the change by adding the user’s name before you publish a changed artifact. 

This field will be assigned by the user.

Although this field is not required, it is strongly recommended that it be added to your processes so that the owners can receive alerts to facilitate change management, which is this property’s intentional use case.

Standard Property Name

Type

Required

Default Value *recommended

Values

DSB-Owner(Dashboards)

User

No

None

None

Dashboard Configurations and Constraints

For a change to appear within the dashboard table, the following must be true:

  • The artifact must be of a Standard Type in the group “Category”
  • A change must have occurred to an attachment or at least one of the following properties:
    • DSB-Severity(Dashboards)
    • DSB-Status(Dashboards)
    • Description
  • There must be at least one trace between the artifact and another artifact of base-type “Process”.