Give each team the right dashboard view

What this means for your practice

Design views around actual responsibilities and the organisation's authorised information boundaries. Validate downloads and drill-downs as well as the first screen.

What to ask before you choose

View one sample report as local and group managers, checking filters, detailed views and downloads. Your organisation should decide the boundary for each role. Include a role change so access reflects current responsibility rather than every responsibility the person has previously held.

Check the whole route to the information

Start with the decisions each audience needs to make. A local manager may need a clinic summary, while a group role needs a wider view. Have the responsible people agree the information boundaries and explain them to the supplier. Hiding a chart is only one part of carrying that decision through.

Ask to use the report as each role, following filters, links to individual records and downloads. Check that an exported file follows the same approved boundary as the screen. Include a saved link and a change of role in the demonstration, using suitable test accounts. The supplier should show what happens when someone no longer has responsibility for a location. Keep approved exceptions visible with a reason and review point, rather than gradually giving everyone the broadest access. A useful dashboard gives people enough information for their work while making the effect of permissions understandable to the organisation that is responsible for setting them.

How to check the result

Count access exceptions without documented justification.