Dashboard Overview

Dashboard Edit Mode

Edit Mode makes the options available for editing components of the page. By default, the Dashboard is not in edit mode. By clicking the Edit Mode button in the right corner of the Dashboard title bar, you can get started on how you want your dashboard to look.

Dashboard Edit Mode

Dashboard Edit Mode Buttons

When edit mode is enabled, the edit buttons become available in the Dashboard title bar.

Dashboard Edit Mode Buttons

  • Add New Widget – Add widgets to your dashboard (permissions determine the widgets available).
  • Edit Dashboard – Change the name of your dashboard and configure the layout of your dashboard (number of widgets displayed in each row).
  • Save Changes – Allow saving of dashboard changes.
  • Undo Changes – Discard current changes and revert to current dashboard.

Add a Widget to Your Dashboard

You choose the widgets that you want to see.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar.

2. In dashboard edit mode, click the Add add button button on the Dashboard title bar to open the Add New Widget.

dashboard

3. Click a widget title to select it.

add new widget

Note: Names of widgets and number of available widgets may be different than the example.

The Add New Widget dialog box will close and the widget will be added to your dashboard.

4. Save Changes. Any changes will not be applied if they are not saved once you are finished editing.

dashboard

Other functional widgets

Your organization might make available widgets from other sources, such as websites, weather, news, or other RSS feeds.

Edit Widget Configuration

You can modify basic elements of the widget display by changing its description or the number of items that display on a page. Options available depend on the widget content and access permissions.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar.  The control buttons become available on the widget title bar.

2. Click the Edit Widget Configuration button on the widget title bar.

my tasks

The edit widget dialog box opens.

my tasks

Change the Description of a widget

1. Click in the Description text field and add or edit content.

2. Click Apply to save the change and close the dialog box.

Other changeable information

Depending on widget content, other changes may be available. Widgets make available lists from which to configure the display, for example, to select a time period within which to collect data.

websites widget

1. Click the drop-down (arrow-down) button to view available options.

2. Select an option from the list.

3. Click Apply to save the change.

4.  Remember to Save Changes. Any changes will not be applied if they are not saved once you are finished editing.

dashboard

Other functional widgets

Your organization might make available widgets from other sources, such as websites, weather, news, or other RSS feeds.

Edit Widget Configuration

You can modify basic elements of the widget display by changing its description or the number of items that display on a page. Options available depend on the widget content and access permissions.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar.  The control buttons become available on the widget title bar.

2. Click the Edit Widget Configuration button on the widget title bar.

my tasks

The edit widget dialog box opens.

my tasks

Change the Description of a widget

1. Click in the Description text field and add or edit content.

2. Click Apply to save the change and close the dialog box.

Other changeable information

Depending on widget content, other changes may be available. Widgets make available lists from which to configure the display, for example, to select a time period within which to collect data.

website widget

1. Click the drop-down (arrow-down) button to view available options.

2. Select an option from the list.

3. Click Apply to save the change.

4.  Remember to Save Changes. Any changes will not be applied if they are not saved once you are finished editing.

dashboard

Widgets showing status

Widgets such as My Requests and My Tasks contain a list of those items to which you are assigned and for which the status is.

my tasks

The widget list will identify each item with metadata (information) such as number, title, priority, date, and status. The ID (item number) and Title columns are hyperlinks, from which you can open the selected items detail page.

Widgets showing summary data

Widgets such as New FOIA Requests and Active FOIA Requests by Queue display cumulative content as a bar chart or graph. See the examples below:

Widgets showing summary data

To see the numeric value that a section of the bar chart represents, move your cursor over the chart. A hover box will show the number and then the user can click the bar, which will redirect them to the correct queue in the Queues Module.

Change Layout

Edit Dashboard

If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar.

Change the Title of the Dashboard Page

The default title of the page is “Dashboard.” You can personalize it to read how you want, for example, “Bill’s Dashboard” or “My Status.”

1. Click the Edit Dashboard (Cog) button on the Dashboard title bar.

dashboard

2. Click in the Title text field and edit the current content.

edit dashboard

3. Click Close to save the change and close the modal window.

Change the Dashboard Page Layout

You can change the structure of the dashboard display to how you want the widgets to line up in the content space.

Change the Dashboard Page Layout

The column widths are adjustable, which affect the presentation of the widget content. There are several options available for displaying the widgets in the content frame.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar

2. Click the Edit Dashboard (Cog) button on the Dashboard title bar.

edit dashboard

The total width of the content frame is a measurement of x. The options for changing the layout are x (a row of a single column) and rows of two or three columns, which together equal 12 in width. Wider columns display more information on the screen.

1. Select a new structure for the content frame.

2. Click the Close button to retain the new layout.

Layout structure 12

Layout structure 12

Layout structure 6–6 

Layout structure 6–6

Layout structure 4-4-4

Layout structure 4-4-4

Layout structure 4–8 

Layout structure 4–8

Layout structure 8–4

Layout structure 8–4

Personalizing Your Dashboard and Widgets

Move a Widget

You can move a widget from one location on the Dashboard to another.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar. The control buttons become available on the widget title bar.

Move a Widget

2. Click and hold the Change Widget Location (cross) icon and drag the widget to the new spot in the Dashboard content frame.

Remove a Widget

You can remove a widget from your dashboard. The action does not delete the widget from the system, it hides the widget from view.

1. If the dashboard page is not in edit mode, click the Edit Mode edit mode button button on the Dashboard title bar.  The control buttons become available on the widget title bar.

Remove a Widget

2. Click the Remove Widget (X) icon to hide the widget from display. The widget will not appear again until you add it.

3.  Remember to Save Changes. Any changes will not be applied if they are not saved once you are finished editing.

dashboard

Sort the Widget List

Arrange and locate content using Sort. Sort is available in each data column of a widget.

Sort the Widget List

To re-sort the order in which multiple items display in the list, click the down-arrow in the column heading to open the selection box. The list reorders using the selected column as the sort-by data type.

To show the list without the column, click Hide Column.

View and Page Change the Display List Length

You can change the number of items that appears in a widget list. By default, the list panel displays five items at a time. You can change the display to 10 or 25 items.

View and Page Change the Display List Length

Navigate pages in the widget using to Go To arrows:  > and >| to move ahead, < and |< to move backward.

Note: This change is available at any time. It is not necessary to enable the dashboard edit mode.

Refresh Widget Content

Use the Reload (refresh) action to update content with the latest information.

1. Click the Reload The widget content will refresh the latest information.

Refresh Widget Content

Note: This change is available at any time.  It is not necessary to enable the dashboard edit mode.

Linking from the Widget List

Each item on the widget list is presented as hypertext. Use it to open the details of the selected item.

1. Click the selected item from the list to open the detail page.

Linking from the Widget List