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How do I manage my visual indicators as a Videri user?

How do I manage my visual indicators as a Videri user?

You can create and manage visual indicators for your account. Visual indicators more succinctly communicate organizational goal progress by applying a color-coded overlay to applicable charts. You can create visual indicators of your own, and your institution may create visual indicators for your account.

Your institution can also create visual indicators for all users in the account. You can manage your indicators. However, only Videri administrators can manage institution-level indicators. 

Open My Indicators

Open My Indicators

In the Videri toolbar, click the User Profile icon [1], then click the Manage my indicators link [2].

View Indicators

View Indicators

The Personal Indicators page displays a list of all indicators in your account. The list includes the indicator name [1], type [2], value ranges [3], and chart applications [4]. You can also create new indicators [5] and view the total number of indicators [6].

Edit Indicator

Edit Indicator

To edit an indicator, locate the indicator in the list and click the Edit button.

Update Configuration

Update Configuration

By default, the Configuration tab displays [1]. You can edit the indicator's assigned metric [2], and description [3]. You can also edit the indicator type [4] and values [5].

Note: You cannot edit the indicator name.

Update Filters

Update Filters

To update the indicator filters, click the Filters tab [1]. You can edit the date [2] and scope filters [3].

Update Notifications

Update Notifications

To update the indicator notification settings, click the Email Notification Setting tab [1]. You can update notification triggers [2], and email addresses [3], and you can manage notification enablement [4].

Update Placement Settings

Update Placement Settings

To update placement options, click the Placement tab [1]. You can update settings for chart and scorecard placement [2].

Save Updates

Save Updates

Click the Save button [1].

To reset the indicator to default settings and values, click the Reset button [2].

Delete Indicator

Delete Indicator

To delete an indicator, locate the indicator in the list and click the Delete button.



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