Set up a dashboard

Learn how to setup a dashboard for one or many locations. You must have the Administrator user role to set up a dashboard.

You can set up a dashboard which shows information about the people who are currently signed into your location at various levels. You can also set this dashboard to show information about a group of locations or all locations.

Add a dashboard

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Dashboards.
  3. Click Add a new Dashboard.

  4. In the Settings tab, enter the dashboard name.
  5. Select the Dashboard Mode. You can choose between this location only, all locations, or locations in the same location group as this one.
  6. Select the Theme Color of the dashboard. The default for this is the account’s theme color.
  7. Click Preview Theme to see what your chosen color will look like.

  8. Select the Stats Screen Options tab. Choose which options to include – see below for more details.
  9. Select the People Screen Options tab. Choose which options to include – see below for more details.
  10. Select the GeoMap Screen Options tab. Choose whether or not to include this option – see below for more details.
  11. Click Save and Close to return to the Dashboard list, or click Save and Add Another to create a new dashboard.

Stats screen options

The stats screen appears as an overview of numbers of different people types currently on-site, or, for employees, off-site as well. You can also see any acknowledgment notices for that location.

Options include: 

  • Include Stats Screen – Needs to be set to Yes to show the screen at all. This screen will always show the time and date of the location, the total number of people on-site now, and how many of those people require evacuation assistance
  • Visitors On-site – Shows the number of visitors currently signed in, the total number of visitors this week, month, and year, and the visitors still due today
  • Employees On-site
  • Employee Working Remotely
  • Employees Off-site
  • Contractors On-site
  • Acknowledgment Notices – Scrolls through currently active acknowledgment notices for this location


People screen options

The people screens show the details of various people types including who they are, the organization they are from, when they signed in, and what access point they signed in through.

Each person type gets their own pages and each page displays up to 10 people. If you have more than 10 of one person type, the dashboard will scroll through the multiple screens of that person type until all have been displayed before moving on to the next person type.

  • Include People Screen – Needs to be set to Yes to show the screen at all. People screens will only display if other options are selected.
  • Visitors On-site
  • Employees On-site
  • Employees Working Remotely
  • Employees Off-site
  • Contractors


Geolocation screen options

Toggle your geolocation map of employees and contractors on and off. The geolocation information is taken when employees and contractors sign in using OnLocation Mobile and send their location. This option will display a map of the area your employees and contractors are signed into using their location from OnLocation Mobile.