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How do I manage my personal visual indicators?

Updated Sep 17, 2021

You can create and manage visual indicators for your account. Visual indicators more succinctly communicate organizational goal progress by applying a color-coded overlay to applicable charts and sending emails when indicators are triggered.

Your institution can also create visual indicators for all users in the account. However, only Videri administrators can manage institution-level indicators. 

Open My Indicators

Open My Indicators

In the Videri toolbar, click the Profile icon [1], then click the My indicators link [2].

View Indicators

View Indicators

The Personal Visual Indicators page displays a list of all indicators in your account. The list includes the indicator name [1], type [2], value ranges [3], and placement location [4]. You can also create new indicators [5] and view the total number of indicators [6].

Edit Indicator

Edit Indicator

To edit an indicator, locate the indicator in the list and click the Edit button.

Update Configuration

Update Configuration

By default, the Configuration tab displays [1]. You can edit the indicator's name [2], assigned metric [3], and description [4]. You can also edit the indicator type [5] and values [6].

Update Filters

Update Filters

To update the indicator filters, click the Filters tab [1]. You can edit the scope [2] and date filters [3].

Update Notifications

Update Notifications

To update the indicator notification settings, click the Email Notification Settings tab [1]. You can update notification triggers [2], and email addresses [3], and you can manage notification enablement [4].

Update Placement Settings

Update Placement Settings

To change the indicator location, click the Placement tab [1]. You can update settings for chart and scorecard placement [2].

Save Updates

Save Updates

Click the Save button [1].

To reset the indicator to default settings and values, click the Reset button [2].

Delete Indicator

Delete Indicator

To delete an indicator, locate the indicator in the list and click the Delete button.

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