Knowledge Tier Overview Dashboard

To help direct the daily tasks and governance goals of our Knowledge Tier users, we provide access to the Knowledge Tier 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 Knowledge Tier 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.

Navigate to https://knowledge.syniti.com/dashboard/knowledge-tier-overview to access this dashboard.

NOTE: Users with the Director persona will land on this dashboard when they open the Knowledge Tier.

Watch the video.

This dashboard has an overview and a tab for each asset:

Overview Tab

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

Asset Totals

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

Total Assets by Type

The number in the center of the Total Assets by Type chart is the total number of non-strategy assets in the Knowledge Tier.

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

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

  • Term

  • System

  • Rule

  • Data Set

  • Policy

In the following example, you can see that there are 837 total assets and 48% of those assets are terms.

Total Assets by Status

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

The number in the center of the Total Assets by Status chart is the total number of assets in theKnowledge Tier tenant that can be endorsed (Terms + Rules + Policies).

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

In this chart you can view the following metrics:

  • % of Assets in Candidate

  • % of Assets in Review

  • % of Assets in Accepted

  • % of Assets in Contested

  • % of Assets in Canceled

In the following example, you can see that there are 593 total assets and 13% of those assets have been accepted.

Total Assets by Assignee

The Total Assets by Assignee chart provides a list of Assignees, the number of assets to which they are assigned, and the number of assets that are related to the assigned assets.

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

Click an Assignee to apply a filter to the Asset Activity chart below. The chart will update with detailed information about the Assignee’s assets.

Total Assets by Category and Category Value

The Total Assets by Category chart provides a list of categories, their values, and 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 list 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

  • Status

  • Assignee

  • Created On date

  • Created By user

  • Updated On date

Terms Tab

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

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

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

  • Total Categories—Shows the total number of categories added to the terms in the tenant.

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

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

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

  • 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.

  • Term Details—Shows the following information for terms:

    • Asset ID

    • Version

    • Status

    • Name

    • Definition

    • Assignee name

    • Critical Data Element (Y/N)

    • Sponsors count

    • Related Assets count

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 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.

Rules Tab

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

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

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

  • Total Categories—Shows the total number of categories added to the rules in the tenant.

  • No Enforcement Profile—Shows the total number of rules that have no enforcement profiles.

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

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

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

  • Total Rules by 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.

  • Rule Details—Shows the following information for rules:

    • Asset ID

    • Version

    • Status

    • Name

    • Implication

    • Assignee name

    • Enforcement Profile count

    • Sponsors count

    • Related Assets count

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 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.

Policies Tab

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

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

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

  • Total Categories—Shows the total number of categories added to the policies in the tenant.

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

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

  • 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.

  • Policy Details—Shows the following information for policies:

    • Asset ID

    • Version

    • Status

    • Name

    • Purpose

    • Assignee name

    • Criticality

    • Start Date

    • End Date

    • Related Assets count

    • Sponsors count

    • Related Rules count

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 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.

Data Sets Tab

The Data Sets tab displays the following information about the data sets in your tenant:

  • Total Data Sets—Shows the total number of data sets in the tenant.

  • Total Categories—Shows the total number of Categories added to the data sets in the tenant.

  • No Assignee—Shows the number of data sets that have no assignee.

  • No Contacts—Shows the number of data sets that have no contacts.

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

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

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

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

  • Duplicate Data Sets—Shows the names of duplicate data sets and the number of duplicates detected.

  • Total Data Sets by Category & Category Values—Shows data sets grouped by categories and their category values.

  • Data Set Details—Shows the following information for data sets:

    • Asset ID

    • Name

    • Description

    • Purpose

    • Assignee name

    • Related Terms count

    • Related Assets count

    • Contacts count

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

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

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

  • Click a record to see its asset detail page.

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

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

    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 data set to filter the Data Set 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.

  • Total Categories—Shows the total number of Categories added to the systems in the tenant.

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

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

  • No Connection Info—Shows the number of systems that have no connection information.

  • No Assignee—Shows the number of systems that have no assignee.

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

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

  • No Data Sets—Shows the number of systems that have no related data sets.

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

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

  • 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

    • Name

    • Description

    • Assignee

    • Location

    • Connection

    • Vendor

    • Type

    • Version

    • Deployment

    • Contacts count

    • Related Fields count

    • Related Assets count

    • Related Data Sets

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 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.