The Continuous Health Dashboard gives Form Owners and Form Admins an easy way to view workflow data and better understand how their process is performing. You can use the dashboard to identify bottlenecks, review turnaround times, and track trends over time.
Note: The Continuous Health Dashboard is available to Form Admins and the campaign's Form Owner only.
In this article, we will review:
- How to access the Continuous Health Dashboard
- How to filter dashboard data
- Overview of dashboard tabs
- Things to know about the Dashboard
How to access the Continuous Health Dashboard
- Open the folder you want to review.
- Navigate to the Dashboard page.
How to filter dashboard data
- From the Dashboard page, click the Filter button in the top-right corner.
- Adjust the date range to change the data shown across the dashboard.
Overview of dashboard tabs
The dashboard is divided into tabs that help you explore different aspects of your process.
Overview
Use the Overview tab to understand the overall health of your process and identify potential bottlenecks.
This view can help you evaluate how long submissions take to complete and determine where submissions may be spending the most time.
For example, you might use the Overview tab to identify:
- A workflow step that consistently takes longer than others
- Changes in completion time during high-volume periods
- Opportunities to simplify or adjust your approval route
- Whether recent process improvements are reducing turnaround time
Send Backs
Use the Send Backs tab to understand when and why submissions are being returned for corrections.
Reviewing send-back trends can help you identify:
- Common reasons submissions require corrections
- Steps where send backs occur most frequently
- Instructions or form fields that may be unclear
For example, if many submissions are returned for the same missing information, you may want to clarify the form instructions or make the related field required.
Days to complete
Days to complete measures the amount of time between when a submission is initiated and when it is completed.
For dashboard reporting purposes:
- A submission is considered initiated when the initiator submits it forward into the workflow.
- A submission is considered completed when it reaches its completed status.
Only completed submissions are included in completion-time calculations.
Average days to complete
The average is calculated by adding the completion times for all included submissions and dividing that total by the number of submissions.
The average provides an overall view of turnaround time, but it may be affected by a small number of submissions that took significantly longer than usual.
Median days to complete
The median represents the middle completion time when all included submissions are arranged from shortest to longest.
The median can provide a helpful picture of the experience for a typical submission, particularly when a few unusually long submissions affect the average.
Reviewing the average and median together can help you better understand your process. A large difference between the two may indicate that some submissions are experiencing unusually long delays.
Using dashboard insights to improve your process
The dashboard is designed to help you move from identifying a problem to taking action.
Depending on what you find, you may consider:
- Clarifying instructions for commonly missed information
- Adjusting required fields to prevent incomplete submissions
- Adding or adjusting automatic reminders
- Reviewing whether every step in the current route is necessary
- Comparing dashboard results before and after making a change
Continue reviewing the dashboard over time to determine whether your changes are improving completion times and reducing corrections.
Note: Dashboard data is refreshed daily and is not updated in real time. Because of this, you may notice small differences between the data shown on the Responses page and the Dashboard.
Note: The Dashboard is not available in test mode or for campaigns with fewer than 10 submissions.