Best practices

Best practices for setting up a user dashboard at DocBits

Analyze user needs

Identify requirements:

  • Understand users' daily routines and tasks and the type of information they need.

  • Get user feedback: Ask users about their preferences and requirements for dashboard design and functionalities.

Automate routine tasks

Auto-loading feature:

  • For high-usage environments, enable auto-loading to provide users with up-to-date data without manual intervention.

  • Automated reports: Configure automated reports to send users important information on a regular basis without them having to open the dashboard.

Standardized filter settings

Reset filters:

  • Implement a reset filter feature to ensure consistent data views and allow users to easily return to the default state.

  • Predefined filters: Offer predefined filter options based on common search queries or custom requirements.

User training and support

Documentation and training:

  • Create clear guides and training materials to help users use the dashboard effectively and benefit from the features offered.

  • User support: Provide a support channel where users can ask questions and get help using the dashboard.

Consider performance and scalability

Optimize load times:

  • Implement efficiency measures such as data caching and lazy loading to minimize load times and improve dashboard performance.

  • Scalable architecture: Design the dashboard with future growth and increasing user base in mind to ensure smooth performance even as usage increases.

Continuous improvement and adaptation

Get user feedback:

  • Request feedback from users on a regular basis to better understand their needs and requirements.

  • Agile development: Use agile methodologies to make continuous improvements to the dashboard and quickly introduce new features based on user feedback.

Monitor and analyze usage

Usage analytics:

  • Track dashboard usage metrics to gain insight into user behavior and identify potential areas for improvement.

  • Troubleshooting: Proactively respond to user issues or dissatisfaction by quickly identifying and resolving problems.

Implement security and privacy measures

Access control:

  • Implement robust access controls and permission management to ensure users can only access the data intended for them.

  • Data protection: Ensure the dashboard complies with applicable data protection regulations and sensitive data is adequately protected.

Continuously train administrators

Administrator training:

  • Continuously train administrators and data stewards to ensure they can make the most of the dashboard's features and configurations.

  • Updates and best practices: Keep administrators up to date with new features, updates, and best practices to ensure the dashboard is used effectively.

These best practices help you set up a dashboard at DocBits that is optimally tailored to users' daily routines and ensures efficient use and high user satisfaction.

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