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SharePoint Case Management Dashboard Configuration Guide

Table of Contents

  1. Page Layout Configuration
  2. Web Part Configurations
  3. Theme Settings
  4. PowerBI Integration
  5. Custom Views

Page Layout Configuration

Header Section

{
  "headerConfiguration": {
    "layout": "FullWidth",
    "backgroundColor": "#ffffff",
    "components": {
      "logo": {
        "type": "Image",
        "properties": {
          "sourceUrl": "/SiteAssets/logo.png",
          "altText": "Company Logo",
          "height": "60px",
          "width": "auto"
        }
      },
      "navigation": {
        "type": "NavigationMenu",
        "properties": {
          "orientation": "Horizontal",
          "items": [
            {
              "text": "Dashboard",
              "url": "/sites/casemanagement/dashboard",
              "icon": "Home"
            },
            {
              "text": "Active Cases",
              "url": "/sites/casemanagement/cases",
              "icon": "Clock"
            },
            {
              "text": "Reports",
              "url": "/sites/casemanagement/reports",
              "icon": "BarChart"
            }
          ]
        }
      }
    }
  }
}

Metrics Section

{
  "metricsSection": {
    "layout": "ThreeColumn",
    "webParts": [
      {
        "type": "Counter",
        "title": "Active Cases",
        "properties": {
          "dataSource": {
            "listName": "Cases",
            "viewFields": ["ID", "Status"],
            "filter": "Status eq 'Active'",
            "refreshInterval": 300
          },
          "styling": {
            "backgroundColor": "#f3f2f1",
            "textColor": "#323130",
            "fontSize": "24px"
          }
        }
      },
      {
        "type": "Chart",
        "title": "Case Distribution",
        "properties": {
          "chartType": "donut",
          "dataSource": {
            "listName": "Cases",
            "groupBy": "Status",
            "aggregation": "Count"
          },
          "colors": [
            "#00B7C3",
            "#0078D4",
            "#8764B8"
          ]
        }
      },
      {
        "type": "SLAGauge",
        "title": "SLA Compliance",
        "properties": {
          "target": 95,
          "dataSource": {
            "listName": "Cases",
            "calculation": "SLACompliance"
          },
          "styling": {
            "gaugeColor": "#00B7C3",
            "backgroundColor": "#ffffff"
          }
        }
      }
    ]
  }
}

Web Part Configurations

Case List View

{
  "caseListView": {
    "type": "ListView",
    "properties": {
      "dataSource": "Cases",
      "viewFields": [
        "Title",
        "CaseID",
        "Status",
        "Priority",
        "AssignedTo",
        "DueDate"
      ],
      "filter": "Status ne 'Closed'",
      "sorting": [
        {
          "field": "Priority",
          "direction": "Descending"
        },
        {
          "field": "DueDate",
          "direction": "Ascending"
        }
      ],
      "formatting": {
        "rowFormat": {
          "expressions": [
            {
              "columnName": "Status",
              "conditions": [
                {
                  "operator": "equals",
                  "value": "Critical",
                  "formatting": {
                    "backgroundColor": "#FDE7E9",
                    "textColor": "#A80000"
                  }
                },
                {
                  "operator": "equals",
                  "value": "High",
                  "formatting": {
                    "backgroundColor": "#FFF4CE",
                    "textColor": "#805600"
                  }
                }
              ]
            }
          ]
        }
      }
    }
  }
}

PowerBI Integration

{
  "powerBIReport": {
    "type": "PowerBIEmbed",
    "properties": {
      "reportId": "YOUR_REPORT_ID",
      "workspaceId": "YOUR_WORKSPACE_ID",
      "settings": {
        "filterPaneEnabled": true,
        "navContentPaneEnabled": true,
        "refreshInterval": 1800
      },
      "defaultFilters": [
        {
          "table": "Cases",
          "column": "DateCreated",
          "operator": "RelativeDate",
          "value": "ThisMonth"
        }
      ]
    }
  }
}

Theme Settings

{
  "theme": {
    "palette": {
      "themePrimary": "#0078d4",
      "themeLighterAlt": "#eff6fc",
      "themeLighter": "#deecf9",
      "themeLight": "#c7e0f4",
      "themeTertiary": "#71afe5",
      "themeSecondary": "#2b88d8",
      "themeDarkAlt": "#106ebe",
      "themeDark": "#005a9e",
      "themeDarker": "#004578"
    },
    "fonts": {
      "default": "Segoe UI",
      "heading": "Segoe UI Light"
    },
    "spacing": {
      "base": 8,
      "padding": {
        "s": 8,
        "m": 16,
        "l": 24
      }
    }
  }
}

Custom Views

SLA Monitoring View

{
  "slaMonitoringView": {
    "type": "ListView",
    "properties": {
      "dataSource": "Cases",
      "viewFields": [
        "CaseID",
        "Title",
        "Priority",
        "AssignedTo",
        "SLADueDate",
        "SLAStatus"
      ],
      "filter": "SLAStatus eq 'At Risk' or SLAStatus eq 'Breached'",
      "sorting": [
        {
          "field": "SLADueDate",
          "direction": "Ascending"
        }
      ],
      "formatting": {
        "rowFormat": {
          "expressions": [
            {
              "columnName": "SLAStatus",
              "conditions": [
                {
                  "operator": "equals",
                  "value": "Breached",
                  "formatting": {
                    "backgroundColor": "#FDE7E9",
                    "textColor": "#A80000",
                    "bold": true
                  }
                },
                {
                  "operator": "equals",
                  "value": "At Risk",
                  "formatting": {
                    "backgroundColor": "#FFF4CE",
                    "textColor": "#805600"
                  }
                }
              ]
            }
          ]
        }
      }
    }
  }
}

Implementation Notes

  1. Prerequisites

    • SharePoint Modern Experience enabled
    • Site Collection Administrator permissions
    • PowerBI workspace access (if using PowerBI integration)

  2. Installation Steps

    • Create required SharePoint lists
    • Configure page layouts
    • Deploy web parts
    • Apply theme settings
    • Configure PowerBI connection

  3. Maintenance

    • Regular backup of configuration
    • Monthly review of performance metrics
    • Quarterly review of SLA thresholds
    • Annual review of security settings

  4. Best Practices

    • Use consistent naming conventions
    • Document all customizations
    • Implement proper error handling
    • Regular testing of all components
    • Maintain backup of configurations

  5. Security Considerations

    • Regular permission audit
    • Secure storage of credentials
    • Monitor access logs
    • Regular security updates