Syniti Knowledge Platform Catalog Overview Dashboard

To help direct the daily tasks and governance goals of our users, we provide access to the Syniti Knowledge Platform Catalog Overview dashboard. The dashboard is updated multiple times daily, so the data displayed in the dashboard is relevant to daily tasks that help guide your governance team. The Syniti Knowledge Platform Catalog Overview dashboard tracks the activities performed by governance team members by:

• providing a quick glance of the assets that help guide governance tasks, and

• identifying any gaps where there is unrealized value from governance.

To access the dashboard:

1. Select Dashboards from the Home menu.

2. Select Syniti Knowledge Platform - Catalog Overview from the Syniti Dashboard list box.

Overview Tab

The Overview tab provides a comprehensive view of your assets and how they may be improved. The Overview tab includes the following charts:

• Asset Totals

  • Total Assets by Asset Type

  • Total Assets by Review Status

  • Total Assets by Owner

  • Total Assets by Category and Category Value

• Asset Activity

Asset Totals

You can view the total number of each type of asset that is being governed in the Knowledge Platform.

Total Assets by Asset Type

The number in the center of the Total Assets by Asset Type chart is the total number of assets in the Knowledge Platform.

The percentages that display when you hover over each status section represent the percent of assets that exist.

In this chart you can view totals for the following asset types:

• Term

• Rule

• Dataset

• Policy

• System

• Initiative

• Goal

• Business process

Total Assets by Review Status

The Total Assets by Review Status chart provides a percentage-based summary of where your company’s assets are within the review process.

The number in the center of the Total Assets by Review Status chart is the total number of assets in the tenant that can be approved (terms, rules, policies and datasets).

The percentages that display when you hover over each status section represent the percent of total assets in each review status.

In this chart you can view the following metrics:

• % of Assets Published

• % of Assets Unpublished

• % of Assets in Review

Note

This chart allows you to filter the other charts and tables (except for the Total Assets by Category and Category Values chart) by clicking on the review status.

Total Assets by Owner

The Total Assets by Owner chart provides a list of Owners and the number of assets to which they are assigned.

You can click the headers for each column on the chart to sort the rows by ascending or descending order.

Click an Owner to apply a filter to the Asset Activity chart below. The chart updates with detailed information about the selected Owner's assets.

Note

This chart allows you to filter the other charts and tables (except for the Total Assets by Category and Category Values chart) by clicking on the Owner.

Note

This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

Total Assets by Category and Category Values

The Total Assets by Category and Category Values chart provides a list of the categories and their values. Click the category value to access a list of the assets that have those category values assigned.

You can click the headers to sort the rows by ascending or descending order.

Note

You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

To drill into the values on this chart:

1. Click + or - to expand or contract the Category Values for a Category.

2. Click a Category Value to see a list of all the assets that have that Category Value applied.

Asset Activity

The Asset Activity chart displays detailed information about assets that can be filtered by clicking values from the charts above.

You can click the headers to sort the rows in the columns, and you can click a record to see its asset detail page.

Note

You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

The details on this chart include:

• Asset Type

• Asset ID

• Review Status

• Owner

• Created On date

• Created By user

• Updated On date

Busines Processes Tab

The Business Processes tab displays the following information about the business processes in your tenant:

• Total Business Processes by Review Status—Shows the total number of business processes in the tenant, broken into separate sections by their review status.

• Total Business Processes—Shows the total number of business processes in the tenant.

• No Categories—Shows the total number of business processes with no assigned categories.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of business processes that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SMEs—Shows the number of business processes that have no SMEs.

• No Relationships—Shows the number of business processes that have no relationships to other assets or fields.

• No Business Concepts—Shows the number of business processes that are not associated to business concepts (terms).

• Total Busines Processes by Category & Category Values—Shows business processes grouped by categories and their category values.

• Duplicate Business Processes—Shows the names of duplicate business processes and the number of duplicates detected.

  Note

  This filters the Business Process Details chart only.

• Business Process Details—Shows the following information for business processes:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Description

  • Owner

  • SMEs #

  • Relationships #

  • Business Concepts #

  • Categories #

To customize the way your Business Process Details chart displays, you can:

• Click the visualizations at the top of the page to apply filters.

• Click multiple visualizations to combine filters.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Business Processes chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the business process.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a business process to filter the Business Process Details table below.

Datasets Tab

The Datasets tab displays the following information about the datasets in your tenant:

• Total Datasets by Review Status—Shows the total number of datasets in the tenant, broken into separate sections by their review status.

• Total Datasets—Shows the total number of datasets in the tenant.

• No Categories—Shows the total number of datasets that are not assigned to a category in the tenant.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of datasets that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SME—Shows the number of datasets with no SME assigned.

• No Relationships—Shows the number of datasets that have no related assets.

• No Ext Contacts—Shows the number of datasets that have no contacts.

• No Fields—Shows the number of datasets that have no fields added.

• No Terms—Shows the number of datasets that have no related terms.

• No Systems—Shows the number of datasets that have no related systems.

• Duplicate Datasets—Shows the names of duplicate datasets and the number of duplicates detected.

  Note

  This filters the Dataset Details chart only.

• Total Datasets by Category & Category Values—Shows datasets grouped by categories and their category values.

• Dataset Details—Shows the following information for datasets:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Description

  • Purpose

  • Owner

  • SMEs #

  • Contacts #

  • Fields #

  • Terms #

  • Systems #

  • Relationships #

  • Categories #

To customize the way your Dataset Details chart displays, you can:

• Click multiple visualizations to combine the filters on the Dataset Details pane.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Datasets chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the dataset.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a dataset to filter the Dataset Details table below.

Goals Tab

The Goals tab displays the following information about the goals in your tenant:

• Total Goals by Review Status—Shows the total number of goals in the tenant, broken into separate sections by their review status.

• Total Goals—Shows the total number of goals in the tenant.

• Goals by Level—Shows the number of company and program goals.

• No Categories—Shows the total number of goals with no assigned categories.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of goals that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No Stakeholders—Shows the number of goals that have no Stakeholders.

• No Relationships—Shows the number of goals that have no relationships to other assets or fields.

• Total Goals by Category & Category Values—Shows goals grouped by categories and their category values.

• Duplicate Goals—Shows the names of duplicate goals and the number of duplicates detected.

  Note

  This filters the Goal Details chart only.

• Goal Details—Shows the following information for goals:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Description

  • Level

  • Status

  • Success Metric

  • Timeframe

  • Owner

  • SMEs #

  • Relationships #

  • Categories #

To customize the way your Goal Details chart displays, you can:

• Click the visualizations at the top of the page to filter the detail table below.

• Click multiple visualizations to combine the filters on the Goals Details chart.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Goals chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the goal.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a goal to filter the Goal Details table below.

Initiatives Tab

The Initiatives tab displays the following information about the initiatives in your tenant:

• Total Initiatives by Review Status—Shows the total number of initiatives in the tenant, broken into separate sections by their review status.

• Total Initiatives—Shows the total number of initiatives in the tenant.

• Initiatives by Level—Shows the number of company and program initiatives.

• No Categories—Shows the total number of initiatives with no assigned categories.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of initiatives that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No Stakeholders—Shows the number of initiatives that have no Stakeholders.

• No Relationships—Shows the number of initiatives that have no relationships to other assets or fields.

• Total Initiatives by Category & Category Values—Shows initiatives grouped by categories and their category values.

• Duplicate Initiatives—Shows the names of duplicate initiatives and the number of duplicates detected.

  Note

  This filters the Initiative Details chart only.

• Initiative Details—Shows the following information for initiatives:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Description

  • Level

  • Status

  • Timeframe

  • Start Date

  • End Date

  • Owner

  • SMEs #

  • Relationships #

  • Categories #

To customize the way your Initiative Details chart displays, you can:

• Click the visualizations at the top of the page to apply filters.

• Click multiple visualizations to combine filters.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Initiatives chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the Initiative.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click an Initiative to filter the Initiative Details table below.

Policies Tab

The Policies tab displays the following information about the policies in your tenant:

• Total Policies by Review Status—Shows the total number of policies in the tenant, broken into separate sections by their review status.

• Total Policies—Shows the total number of policies in the tenant.

• No Categories—Shows the total number of policies that are not assigned to any category.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of policies that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SMEs—Shows the number of policies that have no SMEs.

• No Rules—Shows the number of policies that have no related rules.

• No Relationships—Shows the number of policies that have no relationships to other assets or fields.

• Total Policies by Category & Category Values—Shows policies grouped by Categories and their Category Values.

• Duplicate Policies—Shows the names of duplicate policies and the number of duplicates detected.

  Note

  This filters the Policy Details chart only.

• Policy Details—Shows the following information for policies:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Type

  • Purpose

  • Owner

  • Criticality

  • Start Date

  • End Date

  • SMEs #

  • Rules #

  • Relationships #

  • Categories #

To customize the way your Policy Details chart displays, you can:

• Click the visualizations at the top of the page to filter the detail table below.

• Click multiple visualizations to combine the filters on the Policy Details pane.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Policy chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the policy.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a policy to filter the Policy Details table below.

Rules Tab

The Rules tab displays the following information about the rules in your tenant:

• Total Rules by Review Status—Shows the total number of rules in the tenant, broken into separate sections by their review status.

• Total Rules—Shows the total number of rules in the tenant.

• No Categories—Shows the total number of rules that are not assigned to categories in the tenant.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of rules that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SMEs—Shows the number of rules that have no SMEs.

• No Relationships—Shows the number of rules that have no relationships to other assets or fields.

• No Enforcements—Shows the total number of rules that have no enforcements assigned.

• Total Rules Category & Category Values—Shows rules grouped by categories and their category values.

• Duplicate Rules—Shows the names of duplicate rules and the number of duplicates detected.

  Note

  This filters the Rule Details chart only.

• Rule Details—Shows the following information for rules:

  • Asset ID

  • Version

  • Review Status

  • Statement

  • Implication

  • Owner

  • Enforcements #

  • SMEs #

  • Relationships #

  • Categories #

To customize the way your Rule Details chart displays, you can:

• Click the visualizations at the top of the page to apply filters.

• Click multiple visualizations to combine filters.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Rules chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the rule.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a rule and select Search for duplicate Rules to filter the Rule Details table below.

Systems Tab

The Systems tab displays the following information about the systems in your tenant:

• Total Systems—Shows the total number of systems in the tenant.

• No Categories—Shows the total number of systems that are not assigned to categories.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of systems that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SME—Shows the number of systems with no SMEs assigned.

• No Ext Contacts—Shows the number of systems that have no contacts.

• No Relationships—Shows the number of systems that have no related assets.

• No Sys Info—Shows the number of systems that have no system information.

• No Metadata Scans—Shows the number of systems that have not yet been scanned.

• No Terms related to Objects—Shows the number of objects that have no related terms.

• No Datasets related to Objects—Shows the number of datasets with no objects assigned.

• Duplicate Systems—Shows the names of duplicate systems and the number of duplicates detected.

  Note

  This filters the System Details chart only.

• Total Systems by Category & Category Values—Shows systems grouped by Categories and their Category Values.

• System Details—Shows the following information for systems:

  • Asset ID

  • Version

  • Name

  • Description

  • Owner

  • Location

  • Connection

  • Vendor

  • Type

  • Deployment

  • Missing Sys Info

  • SMEs #

  • Contacts #

  • Scan Objects #

  • Terms to Objects #

  • Dataset to Objects #

  • Relationships #

  • Categories #

To customize the way your System Details chart displays, you can:

• Click multiple visualizations to combine the filters on the System Details pane.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Systems chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the system.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a rule to filter the System Details table below.

Terms Tab

The Terms tab displays the following information about the terms in your tenant:

• Total Terms by Review Status—Shows the total number of terms in the tenant, broken into separate sections by their review status.

• Total Terms—Shows the total number of terms in the tenant.

• Is Critical—Shows the number of terms marked as Critical Data Elements.

• No Categories—Shows the total number of terms with no assigned categories.

  Note

  This chart can help you locate assets that are difficult to retrieve on search. Refer to Find Assets Without Category Assignments for more information.

• No Owner—Shows the number of terms that have no owner.

  Note

  This chart can help you find assets that require user assignment. Refer to Find Assets Without Owner Assignment or with Inactive Users for more information.

• No SMEs—Shows the number of terms that have no SMEs.

• No Relationships—Shows the number of terms that have no relationships to other assets or fields.

• Total Terms by Category & Category Values—Shows terms grouped by categories and their category values.

• Duplicate Terms—Shows the names of duplicate terms and the number of duplicates detected.

  Note

  This filters the Term Details chart only.

• Term Details—Shows the following information for terms:

  • Asset ID

  • Version

  • Review Status

  • Name

  • Definition

  • Owner

  • Critical Data Element (Y/N)

  • SMEs #

  • Relationships #

  • Categories #

To customize the way your Term Details chart displays, you can:

• Click the visualizations at the top of the page to apply filters.

• Click multiple visualizations to combine filters.

• To reset filters, click the Reset to original dashboard button on the page toolbar.

• Click a record to see its asset detail page.

To customize the way your Duplicate Terms chart displays, you can:

• Click headers to sort; the # column displays the number of duplicate records for the term.

  Note

  You can select any header value by which to sort after clicking a header, so if your chart sorts unexpectedly, double-check your selected header value.

• Click a term to filter the Term Details table below.