Configuring the Clearance dashboard

2022-02-17Last updated

After you have created some cases assigned them to the correct categories, you can configure the Clearance dashboard.

What you should know

Only users included in the View dashboard security policy can configure the dashboard.

Procedure

To date section: This section gives an overview of data added since the creation of the account. Total data storage is can be organized by category or state.
  1. In the Cases section, examine the types and status’ of investigations that your organization has handled using Clearance. Organize total cases by:
    • Category
    • State
    The total cases widget showing the counts for open and closed cases and the option to organize cases by category or state.
  2. In the Storage section, you can assess how your organization has used storage between the following media types since the creation of your account:
    • Video
    • Document
    • Image
    • Audio
    • Other
    The storage widget showing the amount of storage occupied per media type.
  3. In the Requests section, you can examine the total number of requests, organized by request status, that your organization has handled. It can be an indicator of the overall health of your organization’s request process. Examine requests by the following status':
    • Pending
    • Processing
    • Completed
    • Partially Completed
    • Denied
    • Canceled
    • Video Unavailable
    The requests widget showing request count per state.
Historic section: Examine these statistics and filters give you a more detailed understanding of the data your organization has collected.
  1. In the New cases section, gain insights into the number and types of investigations that were created over a configurable time period. Use this to identify trends over time related to different incident categories, or to assist with resource allocation for future cases. Configure the following in the New cases section:
    1. Click Category and select the categories you require.
    2. Click Time and select the time period you require.
      Note: To see your all time stats, you must click Time and then click Custom. Then, select the day you opened your Clearance account.
    3. Optional: If you want to download the data, click Download () and select a file type.
    The new cases graph quantifying the creation of new cases over time.
  2. In the Storage section, discover how storage is allocated between the different types of evidence used in your investigations. Assess your storage needs over time and examine how much of each specific media type your organization has added in the past week, month, or other period of time. Configure the following storage settings:
    1. Click Type and select New storage or Total storage.
    2. Click File types and select the file type that you want to examine.
    3. Click Time and select the time period you want to examine.
    4. Optional: If you want to download the data, click () and select a file type.
    The storage graph showing the amount of storage used over time.
  3. In the Requests: New requests by status section, you can gain a better understanding of the level of efficiency of your request process. These metrics can help your organization identify potential bottlenecks and trends in the number of submitted and completed requests. In this section, configure the following settings:
    1. Click New requests by status and select a request status state.
    2. Click Time and select the time period you want to examine.
    3. Optional: If you want to download the data, click () and select a file type.
    The requests graph showing the number of requests approved over time.
  4. In the Requests: Average processing time section, assess how long it takes to complete the request process and determine whether it is improving, worsening, or remaining consistent. Configure the following settings:
    1. Click From and select a starting status for the average processing time measurement.
    2. Click To and select an ending status measurement.
    3. Click Time and select the time period you want to examine.
    4. Optional: If you want to download the data, click () and select a file type.
    The requests graph showing the average amount of time it takes for a request to go from pending to approved.
  5. In the Requests: requests/approvals section, examine how many requests have been submitted and approved over time by specific users by configuring the following settings:
    1. Click Requests for a list of users organized by the number of requests they have made.
    2. Click Approvers for a list of users organized by the number of requests they have approved.
    3. Click All time and select the time period you want to examine.
    4. Optional: If you want to download the data as a .CSV file, click ().
    The requests widget showing a list of users organized by the number of requests they have made in the last seven days.