Dashboards and Widgets in CMO

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Create and configure dashboards and widgets in CMO Compliance.

Dashboards, made up of widgets, are portals into various modules in CMO. The widgets display data in the form of lists, records, charts, heat maps, and risk matrices. Dashboards can also be organized and configured to be shortcuts into different Forms. Accessibility to view and edit dashboards is controlled by Role Permissions, and dashboards can be made available to the entire organization or limited to a single individual. Administrators can configure dashboards to be a user’s landing page upon login.

Users can toggle between dashboards using the tabs at the top of the Dashboard module. Each dashboard is filled with individually-configured widgets, as seen in the image below.

For a description of each widget, please refer to the CMO Dashboard Widget Guide.

Best Practice Widget Index

Dashboards can be designed to have between 1-4 columns and have over 100 different pre-built widgets to fill the dashboard with. In most cases, the pre-built widgets will need light configuration to filter and display the desired information. The table below lists commonly used widgets.

Workflow Widgets	Obligation Widgets	Finding Widgets	Training Widgets
Text Shortcut New Event / Finding / Action / User Entity New Event Bulletins Location Based Summary Org Unit Action Key Risk Indicator Favorite Report Register Filter / Search Rich Text	Obligation Analysis by Topic License by Status License by Status Pie Chart Obligation by Status Obligation by Instrument Obligation by Topic License List Obligation List	Risk Mitigation Control Effectiveness by Category Control Status Test Status Key Risk Indicators Open Action by Risk Level Root Cause Analysis by Drill Down	Policy Attestation and Compliance Management My Training Plan Training and Competence Overdue Training and Competencies

Events Widgets

Action Widgets

All Other Widgets

Top 5 Entity
Completed vs. Incomplete Events
Scores vs. Target
Top 5 Types Category
Rolling Average Frequency
Heatmap
Top 5 Opportunities
Opportunities by Category
Event List
Response Summary Widgets
Extended Response Summary
Billing
Matrix Mitigation Analysis
Days Since Last Event
Event Count

Individual Party Involved Scoreboard
Frequency Rate Target
Key Performance Indicator
Entity Form Target Performance
Event Form Target Target Performance
Event Filing Tasks
Finding Event Info
RAFR by Entity
Safety Pyramid
Event Information Summary
Event Totals by Group
Average Lost Time

Action Summary by Entity
Pending vs. Completed
Recorded vs. Completed
Action Status by Age
Action by Status
Action Summary by Status
Actions by Category
Action Widget
Entity by Most Outstanding
Total Number of Actions
Action by Form
Open Actions of Risk Level
Action Calendar
Individual Scoreboard
Action Status by Group

Register Widget
- Monitoring Report

Auditee Widget
- Hours Worked by Auditee per Month

Logbook Widget
- Logbooks

Additional Info
- Entity Additional Info
- Org Unit Additional Info

Documents Widgets
- Document Folder
- Policy Attestation and Compliance Management
- Document Navigator

Select a link below to see instructions on creating and configuring dashboards and widgets.