#Creating & Managing Observatory Panels Guide

#Creating Panels

#To create a new panel:

1. Navigate to Observatory (from project)
2. Click the Create Panel button in the header
3. Fill in the panel details:

Panel Title (Required):

• Descriptive name for the panel
• Example: “Release Metrics Dashboard”, “Test Execution Analytics”
• Should clearly indicate the panel’s purpose

Description (Optional):

• Brief explanation of what the panel visualizes
• Example: “Track release progress, test execution status, and defect trends”
• Helps team members understand the panel’s purpose

4. Click Create to create the panel

#Panel Creation Best Practices

1. Clear Naming: Use descriptive titles that indicate purpose
2. Add Descriptions: Include descriptions to explain panel purpose
3. Thematic Grouping: Plan panels around themes or use cases
4. Consider Audience: Create panels for specific audiences (QA, Dev, Management)

#Editing Panels

#To edit a panel:

1. Click the Actions menu (three dots) on a panel card
2. Select Edit Panel
3. Modify the fields:
   • Title: Update panel title
   • Description: Update description
4. Click Update Panel to save changes

Note: Editing a panel does not affect its charts. Only the panel metadata (title and description) is updated.

#Deleting Panels

#To delete a panel:

1. Click the Actions menu (three dots) on a panel card
2. Select Delete Panel
3. Confirm the deletion in the confirmation modal

Warning: Deleting a panel will:

• Remove the panel permanently
• Delete all charts in the panel
• This action cannot be undone

Note: Only delete panels when you’re certain you want to remove all associated charts.

#Managing Charts in a Panel

To add a chart:

1. Click Add Chart in the panel header
2. Choose chart creation method (Smart Insights or Custom Builder)
3. Configure the chart
4. Chart is added to the panel

To view a chart:

• Click on a chart to view it
• Charts are interactive and can be zoomed

To edit a chart:

• Use chart actions menu
• Edit title or chart type
• Changes are saved automatically

To delete a chart:

• Use chart actions menu
• Confirm deletion
• Chart is removed from panel

#Search and Filter

#Searching Panels

Use the search box to find panels by:

• Title
• Description

The search is case-insensitive and matches partial text.

#Filtering Panels

Currently, panels can be filtered by search query. Future enhancements may include:

• Filter by chart count
• Filter by creation date
• Filter by tags or categories

#Panel Sharing

#Sharing Panels

To share a panel:

1. Open the panel dashboard
2. Copy the panel URL from the browser
3. Share the URL with team members

Note: Panel access is controlled by project permissions. Users need appropriate permissions to view panels.

#Permissions

Panel management requires:

• View Observatory: View panels list
• Create Panels: Create new panels
• Edit Panels: Modify panel details
• Delete Panels: Remove panels

Permissions are managed at the project level. Contact your project administrator if you need additional permissions.