About Workbenches

The workbenches combine navigation forms, critical numbers, and DataViews to present information. Manager workbenches are accessible by managers, and regular workbenches are available to all users. The regular workbenches use the DataView style to present information.

Manager Workbenches

With workbenches, managers can create reports quickly based on real-time performance.

The top section of each manager workbench includes buttons to launch navigation forms, critical numbers, and top ten lists. The lower section of each manager workbench is a DataView.

Use the radio buttons on the workbench forms to change what is displayed in the form grid.

Navigation Forms

Use the navigation forms to learn about the processes related to the workbench you are viewing.

Critical Numbers

The critical numbers are specific to the information presented on each workbench. To better understand a critical number calculation, right-click on the gauge and select Setup to read the calculation definition on the Critical Numbers Setup form. To change the critical number that is displayed, right-click on the gauge and select Critical Number, then select a different number. To alter the type of gauge, right-click on the one you want to change and select Display Type.

Top Ten Lists

Each manager workbench includes a top ten list of pertinent information. These lists enable a manager to view data without writing queries or running reports. Use the radio buttons to populate the list with different information.

DataViews

Each manager workbench uses DataViews to show information. The DataView section provides a means to filter, group, and summarize data into a format for easier data analysis. As with the top ten lists, use the radio buttons to repopulate the DataView. You can print DataViews, export them to PDF, or export to Excel.