You are here:

Setting Up a Home Dashboard

The home (system default) dashboard is available to all users at all sites by clicking Home and can be set up and modified (see Setting Up the System Default Home Dashboard below) only by a global administrator with permissions for all sites.

The home dashboard is enabled by default. To disable it, click to clear the Enable home dashboard check box.

Select Allow Site Administrators to customize their site's dashboard to enable the creation of site-specific home dashboards that override the system-wide dashboard. A site dashboard can be set up or modified by any site administrator (see Setting Up the Home Dashboard for a Site below).

Note: The site-specific dashboard option is only available when Enable home dashboard is selected.

Setting Up the System Default Home Dashboard

Log in as a global administrator (with permission to control all sites).
Click Home, and then click Add/Edit Widgets.

Note: A widget is a compact view you can add to and arrange in a dashboard.

Under Basic Widgets, select the widgets you want to add (see Basic Widget Descriptions below).

(Optional) You'll see a My Saved Reports section below Basic Widgets if you've saved any of the following reports types.

Tasks by Document - Current
Tasks by Document - All Tasks
Tasks by User - Current
Tasks by User - All Tasks

If desired, add saved report widgets.

Note: For security reasons, a saved report widget contains only high-level summary data, and the View Report link is available only to the report creator.

A custom widget is similar to the Company Message widget, in that you can enter a title and body text (one language only), but you can also add a list of the documents assigned to a specific category.

(Optional) Add a custom widget.

Click Add Custom Widget, and then type the title and body text.

If desired, select Include a list of published documents from a certain category, and then select a category.
Click Save.

When you're done adding widgets, arrange them by clicking on a widget header and dragging the widget to a new position.

When finished, at the top of the Widgets menu, click .

Setting Up the Home Dashboard for a Site

Log in as a site administrator.
Click Home, and then click Add/Edit Widgets.

Note: A widget is a compact view you can add to and arrange in a dashboard.

If you have the Administrator permission for multiple sites, the home dashboard for your primary site (the one you're assigned to in User Manager) is displayed by default. For Site, select the site whose dashboard you want to set up.

For the site-specific dashboard, you start with a new, blank area with no widgets selected. If you'd like to see the system default dashboard for reference, for Site, select System Default. Switch back to the site dashboard when you're ready to continue.

Under Basic Widgets, select the widgets you want to add (see Basic Widget Descriptions below).

(Optional) You'll see a My Saved Reports section below Basic Widgets if you've saved any of the following reports types.

Tasks by Document - Current
Tasks by Document - All Tasks
Tasks by User - Current
Tasks by User - All Tasks

If desired, add saved report widgets.

Note: For security reasons, a saved report widget contains only high-level summary data, and the View Report link is available only to the report creator.

A custom widget is similar to the Company Message widget, in that you can enter a title and body text (one language only), but you can also add a list of the documents assigned to a specific category.

(Optional) Add a custom widget.

Click Add Custom Widget, and then type the title and body text.

If desired, select Include a list of published documents from a certain category, and then select a category.
Click Save.

When you're done adding widgets, arrange them by clicking on a widget header and dragging it to a new position.

When finished, at the top of the Widgets menu, click .

Reverting a Site Dashboard to the System Default

Log in as a site administrator.
Click Home, and then click Add/Edit Widgets.
If you're an administrator for multiple sites, for Site, select the site whose home dashboard you want to revert.
Click Revert to system default.

At the top of the Widgets menu, click .

Basic Widget Descriptions

Some basic widgets will have essentially the same contents for all users (Company Message and Recently Published Documents), while others will show information specific to the currently logged in user (My Tasks, My Favorite Documents, and My Recently Accessed Documents). The structure and content of all basic widgets except Company Message are preset and cannot be modified.

My Tasks: Shows the percentage of the user's assigned tasks for the past year that have been completed.

Company Message: Adds text in the form of a subject and body that you can edit to provide a general announcement or reminder.

Important: If you're a site administrator setting up a site dashboard, you can add the Company Message widget but not edit it. Also, the global administrator may have changed this widget's default header from "Company Message" to something more specific.

To edit the text, in the widget header, click , click Edit Header or Edit Body, make your changes, and then click Save.

Notes:

If you have multiple languages enabled, you'll see multiple text boxes—one for each language. The language a user sees is determined by the Language setting in My Profile.
You can use basic HTML codes in the Company Message widget, such as font styles, lists, and hyperlinks.

My Favorite Documents: Lists the first six documents alphabetically that the user has marked as favorites. The user can click a title to open a document. If the user has more than six favorites, a View All Favorite Documents link is available.

My Recently Accessed Documents: Lists the last six documents and questionnaires the user has opened. The user can click a title to reopen the document/questionnaire.

Recently Published Documents: Lists the last 25 documents/questionnaires that have been approved and published. Users see only those documents/questionnaires they currently have access to by virtue of their assigned roles and permissions and each document's/questionnaire's settings.