Main findings
This scoping review study aimed to determine dashboards designed in the public health field. The included articles explained the details of the design and development of public health dashboards and their design criteria. The study findings revealed that the production rate of public health dashboards has been increasing in the past few years. The emergence of COVID-19 and the efforts to manage and control the outbreak/pandemic have significantly impacted this increasing trend. Several institutions worldwide have designed and developed COVID-19 dashboards to report epidemiologic statistics on a county, state, or national scale. Almost all states and most major cities in the USA had deployed a COVID-19 dashboard by the end of 2020. By 2021, all dashboards designed for this purpose had been updated to include information on vaccination, or separate dashboards had been created to track COVID-19 vaccination [13]. Due to the massive amount of data and the need for real-time monitoring and response in public health situations, it is essential to pay attention to dashboard design principles to support the goals of public health surveillance [18]. After examining the indicators presented in the reviewed studies, dashboard design objectives and target users, dashboard content, dashboard user interface, data analysis and display, and infrastructure were identified as five general and essential principles in designing public health dashboards. Studies have also discussed the requirements and design principles of public health dashboards. Identifying users and their needs, using narrative information in addition to quantitative information in the dashboard, using a geographic map to display location data better, and stating the source of the data reported by the dashboard are mentioned criteria for designing a dashboard [66].
Likewise, the necessary components to support and facilitate implementing dashboards in public health organizations have been mentioned, including storage and management of data and information from different sources, coordination of data from different sources, standards support, analysis, defining and identifying KPIs, and information visualization [13]. Rasmussen et al suggested four general principles for designing dashboards including presentation format, integration, interface design, and development and implementation. These researchers remarked that inadequate attention to these principles could result in challenges for public health dashboards [67]. Furthermore, Ghazi Saeedi et al mentioned KPI development, data sources, data generation, integration of dashboards to source systems, and information presentation issues as the challenges of implementing public health dashboards [68].
Purpose and users
The purpose of designing a dashboard is to provide a suitable tool for exploring a data set and finding the information the user needs. Therefore, paying attention to the user's needs and designing the appropriate dashboard is particularly important. Considering that a variety of users use dashboards, it is impossible to design a dashboard that fits the personality and ability of each user. However, identifying the primary goal of designing a dashboard and its target user group is the first step in choosing the correct and accurate KPIs, defining appropriate interactive and visual tools, and considering related data analysis methods. Marshal et al have also emphasized the importance of this principle in designing public health dashboards in two separate studies [69].
Content
KPIs are the main content component of a health dashboard. Therefore, choosing the type and number of indicators the dashboard should monitor and display is essential in designing and developing dashboards [70–72]. Every organization must measure the indicators that fit its objectives [73]. After identifying the main objective and target users, it is necessary to determine the appropriate measurement indicators. Determining a specific and adequate number of indicators emphasizes the available information, and users can review all the indicators at a glance. These findings are consistent with Peters et al.'s study in which it was indicated that moderate use of indicators can display information in various ways and effectively guide the user's visual flow by creating a particular order [74, 75]. Serb et al. also suggested the importance of organizing indicators in the dashboard according to the level of use (macro, meso, micro level). Their study showed that at least 15 to 25 indicators are required for monitoring purposes in dashboards [76].
Interface
In user interface design, attention to the principles of information visualization and interaction with the user interface is essential [77, 78]. Uniform techniques were not used to visualize functional indicators in the reviewed studies. Uniform visualization techniques are not effective in dashboard design since it is necessary to consider users' preferences, abilities, knowledge, and skills in visualizing dashboards. Besides, Steichen and Mawad pointed out in separate studies that creating adaptive and personalized visualization systems tailored to users' cognitive and individual abilities can lead to a better understanding of displayed information [79]. The nature of data and human factors such as experience, skill, cognitive styles, and user preferences are also influential in selecting visualization and interactive techniques [80, 81]. In Shneiderman's study, interactive techniques included "overview, zoom, filter, details-on-demand, relate, history, and extract" [82]. In Khan et al 's study, interactive techniques included "zoom and pan, overview and detail, and filtering" [83]. In Dal et al 's study, interactive techniques for the dashboard included controlling the level of detail, filtering, searching, and customizing the display [84]. In Yi et al 's study, interactive features included "select, explore, reconfigure, encode, abstract/elaborate, filter, and connect" [77].
Types of analysis and data presentation
The main application of dashboards is data analysis to provide appropriate insights into the regional distribution of disease burden and help allocate resources correctly. This analysis can help policymakers and healthcare providers make appropriate decisions. In most studies, timely data reporting and a suitable time trend in data analysis have been proposed as essential indicators in dashboard design. These findings align with Curriero et al's research results, emphasizing the importance of providing up-to-date data reports [85]. Another critical indicator in dashboard design is the ability to analyze data based on geographic location, age, gender, social status, ethnicity, and race. Without collecting, registering, and using data related to meaningful subgroups of the population, these critical (and changeable) differences might be missed. Brehaut et al also showed that these indicators-as far as infrastructure limitations and legal barriers allow-are vital and should be considered in designing a dashboard. Finally, some studies used descriptive approaches, machine learning prediction models, and simulations to predict future situations. This indicator can be helpful in controlling diseases, especially pandemics [86]. This issue was also raised as one of the indicators that can help increase the efficiency of these dashboards in Brehaut's research [87].
Infrastructure
Infrastructure is the backbone of every system, and the successful adoption of any eHealth system depends on the infrastructural arrangements [88].
The findings of this study revealed that a high percentage of studies had mentioned data warehousing and appropriate web service architecture as necessary infrastructures for dashboard design [67, 89]. Given the diversity of systems and data in different formats, the dashboard infrastructure's main challenge is data integration, and creating data warehouses is an appropriate solution to this challenge [90, 91]. Access to appropriate software and hardware, use of modern technology, sharing reliable and up-to-date data, and the need for a capable workforce to create and maintain dashboards are other identified components related to dashboard infrastructure [92].
In addition, the necessary infrastructure for creating a dashboard includes access to modern IT software and hardware, continuous and reliable data sharing, and the need for a capable workforce to create and maintain dashboards [13]. Among the challenges associated with public health dashboards are data quality, big data, information architecture, privacy, and security [93]. The quality of stored data is also one of the critical issues in dashboard infrastructure. Given the importance of data in decision-making at the public health level, the quality of stored data is also an essential prerequisite for dashboard infrastructure. Fadahunsi et al also considered data quality as an essential components of dashboard infrastructure in two separate studies [94].
Informativeness (accuracy, completeness, interpretability, plausibility, provenance, and relevance), availability (accessibility, portability, security, and timeliness), and usability (conformance, consistency, and maintainability) are key features indicated in these two studies [94, 95]. Transparency about data sources and how indicators are calculated are critical for reports' overall quality, credibility, and reliability. Identifying the sources used and calculation of indicators in public health dashboards are essential for transparency about data collection and would help to understand the logic behind the reports [74, 96].
Regarding infrastructure, information security was also one of the issues mentioned in a considerable number of sources. Given the integration of various systems at the organizational level and their connection to the dashboard, using data exchange standards for system interaction is an issue that should be considered [97]. These findings were in line with a study by Li Y-CJ et al who considered electronic data exchange in standard data formats as essential for improving data accessibility. Moreover, this study showed that these standards preserve data security, reduce resource waste, and improve the quality of care [98]. In theory, based on the importance and quality of the disclosed information, access control should exist at multiple levels of security/privacy [99].
Implications for policy, practice, and future research
This study extracts the public health dashboard's design criteria and tries to propose some design principles based on the available knowledge in the area. Given the large volume of data and the need for quick response in public health situations, this study is a potentially vital source for helping policymakers, developers, public healthcare organizations, and managers to design and develop public health dashboards as a prerequisite for early response particularly during the probable pandemic. As pandemic response requires early and robust verifications, identifying this potentiality of dashboards in data management can be helpful. Lesson learned from COVID-19 pandemic clearly indicates that public health organizations need to equip themselves with dashboards for emerging pandemics and many other vital activities for public health promotion. In other words, investing in dashboard software tools and systems, processes, and people who support public health dashboards, could be a tailored practice and intervention for the public health policymakers. Exchanging information between healthcare providers and public health organizations, as well as developing an appropriate infrastructure for data exchange are critical for more effective monitoring of epidemic diseases. Clinical information systems should exchange information in real-time at a national level to effectively use dashboards at the public health level for monitoring and managing epidemic diseases and taking timely actions. Therefore, it is suggested that government examines the technical infrastructure (data architectures, structural and content standards, data exchange, security, and data resources) for appropriate data exchange between various clinical systems and the dashboard.
Strengths and limitations
The present study addresses the principles of designing public health dashboards and provides a comprehensive view of designing dashboards. In addition, this study investigated all aspects of public health dashboard design, including purposes, content, user interface, types of analysis, and infrastructure, and proposed sub-criteria for each criterion. However, the study needed further access to the full text of some articles and was restricted the search to articles published in English.
Although the scoping reviews are mainly designed to help policymakers to figure out the key concepts underpinning a research area and help them to have a clear working definitions, and/or the conceptual boundaries of a topic, results of this study need to be customized and tailored based on the local public health priorities of the countries through Focus Group Discussions (FGDs) and feasibility assessment panels before applying at the implementation phases.