Dashboard Help Guide – Resilience Software

The Dashboard will be continuously improved based on user input and feedback. If you have a request, please let us know at support@t-res.net.

Welcome to Your Dashboard

Your dashboard is where data becomes insights. Dashboards are a collection of Charts (for more on Charts, visit Help: Chart Editor). Using advanced analytics and machine learning, you can generate meaningful visualizations from your training data simply by asking in plain language. You might ask, "Show me my progress in technical skills over time" or "Which procedures am I performing most frequently?" - and the system will create an appropriate chart to answer your question.

Once you have charts that provide valuable insights, you can gather them together into personalized dashboards. These can help you understand the stories of learning, performance, and progress in your medical training program, helping you to adjust your learning strategies, identify areas for improvement, and celebrate your achievements.

Each program begins with several starter charts, so you can start exploring insights right away.

What This Means for You

If you're a learner or resident, you might be interested in:

Your progress in specific competency areas like technical performance, communication, or clinical reasoning
How often you've performed different types of procedures or clinical activities
Your evaluation trends over time compared to your residency stage
Self-assessment patterns and how they align with supervisor evaluations
Your activity distribution across different clinical settings or specialties

If you're an instructor or attending physician, you might want to see:

Individual student progress and performance trends
Class or cohort performance comparisons
Which residents need additional support in specific areas
Evaluation patterns across different procedures or clinical activities
Teaching effectiveness and student outcome correlations

If you're a program director or administrator, you could explore:

Program-wide performance benchmarks and trends
Resident progression patterns across training stages
Evaluation frequency and quality assurance metrics
Competency achievement rates across different areas
Data quality analysis to ensure comprehensive assessment coverage

What You Can Do

Ask Questions in Plain Language: Request charts by describing what you want to know about your training data
Use Starter Charts: Start with charts we've tailored to your training program
Create Multiple Dashboards: Build different dashboards for different purposes - daily monitoring, monthly reviews, annual assessments, or specialized analysis
Customize Your View: Choose which charts appear on each dashboard and arrange them to tell your story
Filter Everything at Once: Apply filters that update all charts on your dashboard simultaneously to focus on specific time periods, procedures, or learner groups
Browse All Available Charts: Switch to an "all charts" view to discover new insights available to you
Set Your Default: Choose which dashboard loads first when you visit the page

Who Can See What

Your Role Determines Your Access

Your dashboard experience depends on your role in the training program:

Learners/Residents: See charts focused on your learning progress, competency development, procedure counts, evaluation trends, and personal performance metrics
Instructors/Attending Physicians: Access individual learner progress charts, performance comparisons, evaluation analytics, and teaching effectiveness data
Program Directors/Administrators: View comprehensive program analytics, cohort outcomes, benchmark comparisons, and administrative oversight reports

Dashboard Interface

Header Section

The dashboard header contains:

Dashboard Selector: Dropdown to choose the active dashboard
Management Button: Settings icon to open dashboard management tool
Dashboards / All Charts: Switch between "Dashboards" and "All Charts" views
Create Chart Button: Generate new charts

Dashboards / All Charts Tabs

Dashboards

Shows charts organized within the selected dashboard
Displays dashboard-specific quick filters

All Charts

Shows all charts available to the user based on their role permissions
Allows adding charts to dashboards via context menu

Creating and Managing Your Dashboards

Creating a New Dashboard

Click the settings (gear) icon next to your current dashboard name
Click "Create Dashboard" in the popup window
Give your dashboard a descriptive name like "My Residency Progress - Year 2" or "Procedure Analytics - Q3 2024"
Add a description (optional) to help you remember what this dashboard is for
Check "Set as Default" if you want this dashboard to load automatically when you visit the page
Click "Save"

Editing Your Dashboards

Click the settings icon to open the dashboard manager
Select the dashboard you want to edit from the list on the left
Make your changes on the right side:
Update the name or description
Change whether it's your default dashboard
See when you created it and how many charts it contains
Click "Save" when you're done

Deleting Dashboards

In the dashboard manager, select the dashboard you want to delete
Click the trash can icon next to its name
Confirm that you really want to delete it
The dashboard and all its chart arrangements will be permanently removed (the charts themselves remain available)

Setting Your Default Dashboard

Your default dashboard is the one that loads automatically when you visit the dashboard page. You can have different defaults for your personal dashboards versus shared program dashboards. If you don't set a default, the system will show you the first available dashboard.

Working with Charts

Adding Charts to Your Dashboards

When Creating a New Chart:

After designing your chart, you'll see a list of your dashboards when you Save your chart
Check the box next to any dashboards you wish to add the chart to
The chart will be added to the bottom of each selected dashboard

From any Dashboard:

Find a chart you want to add to other dashboards
Click the three dots (menu) on the chart
Select "Add to Dashboard"
Choose which dashboards should get this chart
Click Save

From the All Charts View:

Browse through all available charts
When you find one you like, click its menu (three dots)
Select "Add to Dashboard" and choose your target dashboards

Removing Charts from Dashboards

In your dashboard view, find the chart you want to remove
Click the three dots menu on that chart
Select "Remove from Dashboard"
The chart disappears from this dashboard but remains available in your "All Charts" view

Organizing Your Charts

Charts on your dashboard appear in a specific order. New charts are added at the bottom. The charts automatically arrange themselves in a grid that works well on different screen sizes.

Who Can See Which Charts

You'll only see charts that are relevant to your role and training responsibilities. For example:

As a resident, you might see charts about your own competency progress, procedure counts, and evaluation trends
As an attending physician, you might see charts about your residents' development and your teaching analytics
As a program director, you might see broader analytics about the entire training program, cohort performance, and institutional benchmarks

This ensures everyone sees the most relevant information for their training and educational responsibilities.

Using Filters to Focus Your Data

How Dashboard Filters Work

One of the most powerful features of your dashboard is the ability to apply filters that affect all your charts at once. When you change a filter, every chart on your dashboard updates automatically to show only the data you're interested in.

For example, if you select "2024" from a year filter, all the charts on your dashboard will show only 2024 training data. If you select a specific procedure type from a procedure filter, all charts will focus on activities related to that procedure.

Where Filters Come From

Chart-Based Filters: When charts are created, they can include interactive filters. When you add these charts to a dashboard, their filters are "promoted" to the dashboard level, appearing in a filter bar above all your charts.

Dashboard-Level Coordination: Once promoted to dashboard level, these filters work across all compatible charts on your dashboard. Charts that don't use a particular filter simply ignore it, while relevant charts update immediately.

Filter Creation:

Chart creators can request filters when building charts (like "selectable by resident" or "filterable by year")
Program administrators can create program-wide filters
Individual users can create personal filters for their own analysis needs

Types of Filters Available

The system supports filtering by any field in your program's forms. Some of these fields are directly captured during evaluations, while others are computed fields that the system calculates based on metadata about residents and your program. You might see filters for:

Direct Form Fields (captured during evaluations):

Procedure Types: Filter by specific procedures, clinical activities, or intervention types
Competency Frameworks: Filter by competency domains (like CanMEDS roles, EPAs, or other framework elements)
Evaluation Scores: Filter by specific assessment metrics, technical performance ratings, or skill evaluations
Clinical Context: Filter by clinical settings, departments, or specialties where activities occurred
Activity Dates: When evaluations or activities were recorded

Computed Fields (automatically calculated by the system):

Training Stage: Filter by resident year (PGY1, PGY2, etc.) or training level at the time of the activity
People: Filter by individual residents, instructors, or supervisors (computed from user metadata)
Training Progression: Filter by days into residency, days into current stage, or training milestones

Using Filters

Look for the filter controls at the top of your dashboard (they appear as dropdown menus)
Click on any filter to see the available options
Select the value you want - all charts update immediately
Use multiple filters together to drill down into specific data
Select "All" in any filter to remove that restriction

Individual Chart Filters vs Dashboard Filters

When Viewing Individual Charts: In the "All Charts" view, filters appear directly above each chart and only affect that specific chart. This is useful for focused analysis of a single visualization.

When Using Dashboards: Charts with filters can be added to dashboards, where their filters become shared dashboard-level controls. This creates a coordinated analysis experience where one filter change updates multiple related charts.

Managing Your Dashboard Filters

You can add or remove filters from your dashboards:

Click the "Quick Filter Settings" button in the filter area
Choose which filters are most useful for your dashboard
Create new filters if you need different ways to slice your data
Remove filters that aren't relevant to your dashboard's purpose

Understanding Your Charts

Types of Charts You'll See

Your dashboard can display several types of visualizations:

Bar Charts: Great for comparing quantities across categories
Line Charts: Perfect for showing trends over time
Pie Charts: Show how parts make up a whole
Area Charts: Display data patterns and trends with filled areas
Comparison Charts: Help you compare multiple data sets side by side

Interacting with Your Charts

Exploring Your Data:

Hover for Details: Move your mouse over any part of a chart to see specific values
Click for More Info: Click on chart elements to view detailed activity data in a new window
Full Screen View: Click the expand button to see any chart in full screen for detailed analysis
Chart Options: Use the three-dot menu on each chart for additional actions

Chart Menus: Each chart has a menu (three dots) that lets you:

Edit Chart: Modify the chart if you have permission
Add to Dashboard: Copy this chart to other dashboards
Remove from Dashboard: Take this chart off the current dashboard
View Full Screen: Open the chart in a larger view

How Charts Work with Filters

Charts are smart about filters - they only respond to filters that make sense for their data. For example:

A competency progress chart will respond to date and resident filters
A procedure count chart will respond to procedure type and time period filters
An evaluation trends chart will respond to supervisor and rotation filters
Some charts might not use certain filters if they're not relevant to that specific analysis

This means when you apply filters, you'll see exactly the training data you need without irrelevant restrictions.

Getting Around Your Dashboard

Switching Between Dashboards

Use the dropdown menu at the top to see all your available dashboards
Click on any dashboard name to switch to it
Your choice stays selected as you work
Your default dashboard will load automatically each time you visit the page

Using the Two View Modes

Dashboard View:

See your organized collection of charts with filters
Perfect for focused analysis and regular reporting
Charts work together with shared filters

All Charts View:

Browse through every chart you have access to
Great for discovering new visualizations
Add interesting charts to your dashboards
Each chart shows all its data without dashboard filters

Working Within Your Program

All your dashboard activity happens within your current training program context. This means:

You'll see charts and data relevant to your medical training program
Dashboard access depends on your role in that training program
If you work with multiple programs or institutions, you'll need to switch program context to see different training data

Tips for Getting the Most from Your Dashboard

Organizing Your Dashboards Effectively

Create Purpose-Specific Dashboards: Make different dashboards for different needs - one for daily monitoring, another for monthly assessments, or separate ones for different rotations or competency areas
Keep It Focused: Limit each dashboard to 4-12 charts so it's easy to scan and understand at a glance
Use Descriptive Names: Call your dashboards things like "Technical Skills Progress - Year 2" or "Procedure Analytics - Surgical Rotation" rather than generic names
Group Related Charts: Put charts that tell a complete training story together on the same dashboard

Choosing the Right Charts for Each Dashboard

Stay Relevant: Only include charts that serve the dashboard's main purpose
Mix Chart Types: Combine different visualization types to keep your dashboard engaging and informative
Consider Your Audience: If you share dashboards, think about what information is most valuable to the people who will see them
Test Performance: If your dashboard feels slow to load, consider whether you have too many complex charts

Making the Most of Filters

Use Meaningful Filters: Add filters that help you slice your data in ways that matter for your decisions
Set Smart Defaults: Configure filters to show the data you look at most often by default
Combine Filters: Use multiple filters together to drill down into specific situations or time periods
Remember Your Context: Choose filters that make sense for your role - resident dashboards need different filters than attending physician dashboards, and program director dashboards need institution-wide perspectives

Common Issues and Solutions

My Dashboard Won't Load

Check Your Access: Make sure you have permission to view the selected dashboard
Verify Your Program: Ensure you're in the right program context for the dashboard you want to see
Try a Different Dashboard: Switch to another dashboard to see if the problem is specific to one dashboard
Refresh the Page: Sometimes a simple page refresh resolves loading issues

My Charts Aren't Showing Any Data

Check Your Filters: Make sure your filter selections haven't excluded all the data
Reset Filters: Try setting all filters back to "All" to see if data appears
Verify Your Access: Confirm you have permission to see the specific charts and data
Check the Time Period: Ensure your date filters include periods when data was actually collected

My Filters Aren't Working

Wait for Loading: Give charts a moment to update after changing filter values
Check Chart Compatibility: Not all charts respond to all filters - this is normal
Refresh Your Dashboard: Try switching to another dashboard and back, or refresh the page
Clear Your Selections: Reset filters to default values and try again

The Dashboard Feels Slow

Reduce Chart Count: Consider moving some charts to a separate dashboard
Simplify Filter Selections: Choose more specific filter values to reduce the amount of data being processed
Check Your Internet: Slow connections can make dashboards feel sluggish
Try Off-Peak Times: The system may be faster during less busy periods

I Can't Find a Chart I Need

Check the All Charts View: Browse through all available charts to see what's accessible to you
Verify Your Role: Some charts may only be available to certain roles (learners, instructors, directors)
Ask for Access: Contact your program administrator if you need access to additional charts
Create Your Own: Use the chart creation tools to build custom visualizations for your needs

Getting Support

Technical Issues:

Contact support@t-res.net for system problems
Report bugs or unexpected behaviour
Ask about new features or enhancements

Other Resources

If you need additional assistance with your dashboard:

Chart Creation: Learn how to build custom charts and visualizations
Program Administration: Contact your program administrator for access to additional dashboards or charts
Training Resources: Ask about available training sessions or documentation for advanced features

Your dashboard is designed to make your data work for you. Take some time to explore, experiment with different chart combinations, and create dashboards that truly support your daily work and decision-making.