Dashboard: 'Organisation unit' in the filter menu improvement suggestions

[jamiecarter7 (Jamie Carter)]

I’ve brought the topic into a new post so its more focused.

@jamiecarter7

1. As soon as I begin to use the ‘filter’ > ‘organisation’ options in the dashboard, the tables don’t work as expected and instead only showing the current level not the children (sub-units) at the current level. To see children I have to select both a parent and a level to get the right information. This feels quite complex, is there a way to fix the sub-unit option to the organisation filter. Currently there is no way to select the ‘sub-unit’ option and select a specific country/state/district…. It would feel more intuitive to be able to use both. Is there an option to allow both these to be used in combination? Can you suggest any other way to set this up in the dashboard so its more intuitive?

@gassim

I think the point of having the ‘sub-unit’ option is intended to make the selection specific for the OUs that are accessible to the user instead of selecting a particular OU; whereas but if you want to select a specific OU then you’d use the other option and not the ‘sub-unit’, but anyway, I am sharing this with the functional-design team and see their opinion. Could explain further where’s the complexity in selecting parent and level for specific OUs? Let’s assume that it is possible to select ‘sub-unit’ and then select the specific country/state/district, wouldn’t that be the same as selecting a parent and then a level? BTW, in the dashboard filter, only the OUs that the user has access to will appear.

When using the organisation unit option on the dashboard using the ‘Add filter’ button there are some thoughts about how it could be simpler to filter the data for users.

Our current setup uses the following organisation hierarchy: Country, state, district, block, facility

Currently if I am a top level manager managing an entire state (in this case Basalt) and I want to see a how all the blocks in a specific district are performing I have to select the following things in the organisation unit menu to get a breakdown of the blocks (sub-units) for a specific district.

The issue is that its not simple to work out what level I need to select when I comes to using the ‘level’ input.

I actively need to work out what ‘level’ I’ve selected so I know what the level below is. so I can select it.

Here is the current design of the dropdown.

In the list its not easy to to read what folder relates to each level, for example is ‘alder county’ a district or a block?

This adds complexity and mental overhead. Also many users will only see a subset of the nested levels, eg a district manager might only see their own district and that below, so they will see 3 levels - district, block and facility. I was counting the levels of nesting before selecting a level - ‘alder county’ is 3 levels of nesting so I want the 4th level selected as my ‘level’ input - which is ‘block’.

Instead there are 2 ways that could help to improve the interface interactions.

Idea 1

Show the ‘level’ of the options listed in the organisation units

Its visually a little noisy - there is lots of room for improvement but it means I can quickly learn the associated level for the one I select then chose the option one level below.

There is also an option to change the icon from a folder to something that is more representative of the org unit rather than using the folder icon.

With this idea I still need to have an understanding of the breakdown of the levels, for example I need to know that block is a sub-unit of a district.

Side question: Levels input options seem to be organised by hierarchy - is this always to case? or is our setup somehow making this correct. Note: group input seems to be listed alphabetically which feels confusing.

Idea 2

Allowing a combination of the top check box options (user org units, user sub-units, user sub-x2-units) and a selected region.

Something like this, where I can say I want to see ‘Basalt’ sub-units.

I do not need to know what the unit type below Basalt is but I can quickly access it.

Open for discussion.