Relyence User Guide
The FRACAS Dashboard

The FRACAS Dashboard

The Relyence FRACAS Dashboard gathers and organizes your FRACAS data to provide a holistic overview of your product or system. You can create any number of FRACAS Dashboards and customize them to your needs. 

For complete details on Relyence Dashboard capabilities, please refer to the  Getting Started with the Relyence Dashboard topic for an introductory overview, the Customizing the Relyence Dashboard topic for information on creating and customizing Dashboards to suit your needs, and the Managing Dashboards topic for details on setting properties, deleting, and duplicating Dashboards.

Relyence Dashboards are created by adding widgets from the Relyence Dashboard Editor. The Dashboard widgets includes a variety of charts, tables, and graphs aggregating data into a high-level visual format. The following applies to all Dashboard widgets:

  • Widgets can be expanded to full-screen size of viewing. Click the Maximize/Minimize icon in the upper right corner of the widget to expand and collapse a widget.
  • Drilldown is supported in many widgets. For example, clicking on a row in a table-based widget will open the underlying Analysis and take you to the selected data. 
  • Data in table-based widgets can be exported to an Excel-based report. Click the Export Report icon in the upper right corner of a widget to create an Excel report.
  • For performance reasons, table-based widgets are limited to 50 rows of data. To view all the data, utilize the Excel Report feature.

Each widget has a unique set of Properties to allow you to customize it to suit your needs. The listing below describes the available widgets and their associated property settings.

All widgets except for those in the General group have these Properties:

  • Analyses: You can choose which Analyses you want the widget to use for data gathering. The dropdown list displays a listing of Analyses that pertain to the widget (i.e. FMEA Analyses for FMEA widgets). You can choose one Analysis or multiple Analyses.
  • Use sample data: When selected, the widget will show a randomly generated set of data. 
  • Use My Titles: When selected, the Title and Subtitle fields appear for you to enter your own titles for the widget when displayed. If not set, Relyence uses default titles and subtitles.

All widgets that are available for Relyence Products that use an Analysis Tree may include the following Properties:

  • Only include the selected Subsystem: If you want to include only a specific subsystem in the widget, select the Only include the selected Subsystem checkbox. You must have only a single Analysis selected in the Analyses list to be able to select a Subsystem. When selected, choose the Subsystem from the Analysis Tree list you want to include.
  • Only include <data> from a selected Subsystem: If you want to include only the data (i.e. Parts, Incidents, etc.) from a specific subsystem, or branch of a subsystem, in the widget, select the Only include <data> from a selected Subsystem checkbox. You must have only a single Analysis selected in the Analyses list to be able to select a Subsystem or Subsystem branch. When selected, choose the Subsystem from the Analysis Tree list you want to include. To include the Subsystem and its branch, select the Include children checkbox.

Additional Properties that appear for specific widgets are noted below.

General Widgets

  • Analysis Status: A list of all Analyses that you have access to view or edit. The listing includes the Analysis Name and Description, the Owners, the Status, the date last modified and the team member who made the last modification. Click on a row to open the Analysis.
  • Analysis Status Breakdown: A pie chart showing the number of Analyses in each Analysis Status state. Click on a pie chart slice to drilldown and see the list of Analyses in the particular Status state. You can then click on an Analysis in the drilldown list to open it.
  • Recent Analyses: A list of your most recently used Analyses. Click on the Analysis to re-open.
  • Sign In Log: A listing of all Sign Ins to Relyence. The listing includes the team member Name, Email, and the Sign In date. (Note: This widget is only available if you have the Sign In Logging option licensed.)
    • Properties:
      • Include only Sign Ins with unavailable licenses. Select to include log ins that did not acquire all requested licenses.
      • Include only most recent unique Sign Ins: Select to include a listing of team members who have signed in. If someone signs in more than once, they will only appear in the list once. If you want to track every Sign In, clear this checkbox.
      • Number of months to include: Select from 1 - 12 months.
  • Sign Ins Per Month: A graph showing the number of Sign Ins per month up to the previous 12 months. (Note: This widget is only available if you have the Sign In Logging option licensed.)
    • Properties:
      • Include only Sign Ins with unavailable licenses. Select to include log ins that did not acquire all requested licenses.
      • Include only unique Sign Ins: Select to include a listing of team members who have signed in. If someone signs in more than once, they will only appear in the list once. If you want to track every Sign In, clear this checkbox.
      • Number of months to include: Select from 1 - 12 months.

    FRACAS Widgets

    • Calculation Results: Bar graph of the selected calculation result. 
      • Properties:
        • Calculation Result: Select the calculation result to graph from Availability, Failure Rate, MTBF, MTTF, MTTR, and Trend Score.
    • Incident Pareto: A highly configurable widget for creating a Pareto graph of any FRACAS data you choose. For example, using this widget you can create a Pareto of Incidents grouped by Failure Mode.
      • Properties:
        • Field to group by: Select the Incident data field you want to create a Pareto chart for.
        • Second field to group by: Select the second Incident data field you want to group data on the Pareto chart.
        • Third field to group by: Select the third Incident data field you want to group data on the Pareto chart.
        • Additional data field for drilldown table: If you would like to add an additional data field to show on the table when drilling down on this widget, select the additional field.
        • Minimum grouping count to show: Enter the minimum quantity you want to include in the Pareto chart. For example, you may not want to include items that appear only once in your FRACAS, so in this case, enter 2 as the Minimum grouping count to show.
        • Maximum number of results to show: Enter the maximum number of items you want to see in the Pareto chart. 
        • Sort order: Select the sort order for your Pareto - Ascending or Descending.
        • Ignore blanks: Select if you would like blank data to be ignored when generating the Pareto.
        • Customize dates: Select and define details if you would like to filter records by date.
    • Incidents Pending Approval: A listing of Incidents for which approval has been requested. 
      • Properties:
        • Incidents that I am responsible for: Select to display only the Incidents that you are responsible for.
    • Incidents per Step: A pie chart showing the number of Incidents in each Step of the FRACAS Workflow that are not marked as Closed. Click on a pie chart slice to drilldown and see the list of Incidents in the particular FRACAS Workflow step. You can then click on an Incident in the drilldown list to open it.
    • Open and Closed Incidents per Month: A bar chart showing the number of Open and Closed Incidents broken down by month. By default, the previous 12 months are considered or you can customize the dates. Click on a bar to drilldown and see the list of open or closed Incidents for a given month; you can then click on an Incident in the drilldown list to open it.
      • Properties:
        • Opened Date Field: Choose the FRACAS data field you'd like to use to identify when the Incident was initiated.
        • Customize dates: Specify the Start date and Number of months to include on the chart. If you do not specify details using Customize dates, the chart will show details for the previous 12 months.
    • Open and Closed Problems per Month: A bar chart showing the number of Open and Closed Problems broken down by month. By default, the previous 12 months are considered or you can customize the dates. Click on a bar to drilldown and see the list of open or closed Problems for a given month; you can then click on a Problem in the drilldown list to open it.
      • Properties:
        • Opened Date Field: Choose the FRACAS data field you'd like to use to identify when the Problem was initiated.
        • Customize dates: Specify the Start date and Number of months to include on the chart. If you do not specify details using Customize dates, the chart will show details for the previous 12 months.
    • Overdue Incidents: A listing of Incidents that remain open and are past their due dates, for which approval has been requested.
      • Properties:
        • Incidents that I am responsible for: Select to display only the Incidents that you are responsible for.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Overdue Problems: A listing of Problems that remain open and are past their due dates. for which approval has been requested. 
      • Properties:
        • Problems that I am responsible for: Select to display only the Problems that you are responsible for.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Overdue Subtable Records: A list of Subtable records that remain open and are past their due dates, for which approval has been requested.
      • Properties:
        • Records that I am responsible for: Select to display only the Subtable records that you are responsible for.
    • Problems Pareto: A highly configurable widget for creating a Pareto graph of any FRACAS data you choose. For example, using this widget you can create a Pareto of Problems grouped by Root Cause.
      • Properties:
        • Field to group by: Select the Problems data field you want to create a Pareto chart for.
        • Second field to group by: Select the second Problem data field you want to group data on the Pareto chart.
        • Third field to group by: Select the third Problem data field you want to group data on the Pareto chart.
        • Additional data field for drilldown table: If you would like to add an additional data field to show on the table when drilling down on this widget, select the additional field.
        • Minimum grouping count to show: Enter the minimum quantity you want to include in the Pareto chart. For example, you may not want to include items that appear only once in your FRACAS, so in this case, enter 2 as the Minimum grouping count to show.
        • Maximum number of results to show: Enter the maximum number of items you want to see in the Pareto chart. 
        • Sort order: Select the sort order for your Pareto - Ascending or Descending.
        • Ignore blanks: Select if you would like blank data to be ignored when generating the Pareto.
        • Customize dates: Select and define details if you would like to filter records by date.
    • Problems Pending Approval: A listing of Problems for which approval has been requested. 
      • Properties
        • Problems that I am responsible for: Select to display only the Problems that you are responsible for.
    • Problems per Step: A pie chart showing the number of Problems in each Step of the FRACAS Workflow that are not marked as Closed. Click on a pie chart slice to drilldown and see the list of Problems in the particular FRACAS Workflow step. You can then click on a Problem in the drilldown list to open it.
    • Rejected Incidents: A listing of Incidents that have been rejected during the approval process.
    • Rejected Problems: A listing of Problems that have been rejected during the approval process.
    • Rejected Subtable Records: A listing of Subtable records that have been rejected during the approval process.
    • Selected Incidents: A filtered list of Incidents. 
      • Properties: 
        • Selected Incidents: Select from All Incidents, Open Incidents, Closed Incidents, or Tagged Incidents.
        • My Incidents Only: Select to include only selected Incidents assigned to you.
        • Look for my name in: Select the FRACAS data field where to look for your name.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Selected Problems: A filtered list of Problems. 
      • Properties: 
        • Selected Problems: Select from All Problems, Open Problems, Closed Problems, or Tagged Problems.
        • My Problems Only: Select to include only selected Problems assigned to you.
        • Look for my name in: Select the FRACAS data field where to look for your name.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Subtable Records Pending Approval: A listing of Subtable records for which approval has been requested.
      • Properties:
        • Subtable Type: Select the subtable type.
        • Subtable: Select the specific subtable.
        • Records that I am responsible for: Select to display only the Subtable records that you are responsible for.
    • Subtable Records per Step: A pie chart showing the number of Subtable records in each Step of the FRACAS Workflow that are not marked as Closed. Click on a pie chart slice to drilldown and see the list of Subtable records in the particular FRACAS Workflow step. You can then click on a Subtable record in the drilldown list to open it.
    • Total Incidents per Month: A stacked line chart of total Incidents per Month broken down by Open and Closed Incidents.  By default, the previous 12 months are considered, or you can customize the dates. Click on a data point to drilldown and see the list of Incidents for a given month; you can then click on an Incident in the drilldown list to open it.
      • Properties:
        • Opened Date Field: Choose the FRACAS data field you'd like to use to identify when the Incident was initiated.
        • Customize dates: Specify the Start date and Number of months to include on the chart. If you do not specify details using Customize dates, the chart will show details for the previous 12 months.
    • Total Problems per Month: A stacked line chart of total Problems per Month broken down by Open and Closed Incidents. By default, the previous 12 months are considered, or you can customize the dates. Click on a data point to drilldown and see the list of Problems for a given month; you can then click on a Problem in the drilldown list to open it.
      • Properties:
        • Opened Date Field: Choose the FRACAS data field you'd like to use to identify when the Problem was initiated.
        • Customize dates: Specify the Start date and Number of months to include on the chart. If you do not specify details using Customize dates, the chart will show details for the previous 12 months.
    • Workflow Responsibility for Incidents: A list of Incidents showing the Workflow state and who is Responsible. 
      • Properties: 
        • Selected Incidents: Select from All Incidents, Open Incidents, Closed Incidents, or Tagged Incidents.
        • Incidents that I am responsible for: Select to include only Incidents that you are responsible for.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Workflow Responsibility for Problems: A list of Problems showing the Workflow state and who is responsible. 
      • Properties: 
        • Selected Problems: Select from All Problems, Open Problems, Closed Problems, or Tagged Problems.
        • Problems that I am responsible for: Select to include only Problems that you are responsible for.
        • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
          • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
    • Workflow Responsibility for Subtable Records: A list of Subtable records showing the Workflow state and who is responsible.
      • Properties:
        • Selected Records: Select from All Records, Open Records, or Closed Records.
        • Records that I am responsible for: Select to include only Records that you are responsible for.
    • Workflow of Incidents: A funnel chart showing the Workflow progress of Incidents.
    • Workflow of Problems: A funnel chart showing the Workflow progress of Problems.