The Dashboard is a snapshot of what's going on in your Story. It's most useful to Admins and others who aren't involved in the day-to-day work in Storybuilder, but who want to be able to understand what's going on quickly. There are several panels that show you what's going on.
Requirements
Anyone with access to the Story can view the Dasbhoard.
Evidence in Story
The Evidence in Story panel displays the count of documents, highlights, and testimony added to your Story and how many pieces of evidence have been added in the last week. You can adjust the time span to what works best for you and your team. To do so, select the caret or week and choose your preferred timespan.
Facts with dates and Story evidence with dates
Two visualizations let you get an overview of the most active time periods in your Story. The Facts with dates visualization displays the distribution of Facts over the relevant time period.
The Story evidence with dates visualization shows a distribution of all the evidence on your Evidence page.
Suggested additions
View how many potentially relevant documents were reviewed in a certain time period. By default, the Dashboard suggests documents rated Hot in the past week. If you have Edit permissions on the story, you can customize the suggested additions criteria to suit the needs of your case.
To do so:
- Select the Edit criteria
button. This opens the Edit suggested additions criteria dialog.
- Select the X next to the current criteria to remove it.
- In the text entry bar, select which code(s) or rating(s) you’d like to use as your relevant document criteria. If you select multiple codes or ratings, they are treated as an OR, meaning that any document meeting at least one of the listed criteria will be suggested.
-
Confirm the time period.
You can remove the time parameter entirely by unchecking Only review documents in the last… - When you have selected the codes/ratings and time period, select Save.
Upcoming events
View upcoming depositions, which are determined by dates set by a user within a Deposition. Prior depositions, or depositions without a date, are not displayed.
Tasks
The Tasks section of the Dashboard aggregates all tasks across Depositions that are assigned to or created by you. Your permissions on individual tasks are reflective of your permissions on the associated Deposition. For example, if you have View permissions on a Deposition, you cannot edit the due date for tasks associated with that Deposition.
Project Administrators and Organization Administrators can view, edit, and complete all tasks across all depositions.
You can learn more about task permissions in our Deposition Preparation article.
Unread chats
In the left navigation panel, select Deposition chats to see which Depositions have unread chat messages. Select a Deposition to go to it.
If the badge is disabled, you either have no access to the Deposition, or there are no unread messages within it.
Recently accessed
The bottom of the Dashboard lists recently accessed Fact timelines, Depositions, and Drafts within your Story. The Recently accessed section updates anytime you access a an object and updates when you refresh the page. Recently accessed objects are specific to those you have accessed, not those accessed by others on your Story.