Dashboard Overview

Home » Support Library » User Guides » User Guide - Base Product » Dashboard Overview

The Dashboard is your ArkCase landing page. The dashboard displays your ArkCase content,  grouped into widgets. The widgets show the status of complaints, cases, and tasks. You can quickly access your content through the widgets.

Edit your Dashboard
Add a New Widget
Status Widgets
Summary Widgets
Edit Widget Configuration
Change Dashboard Title and Layyout
Personalize your Dashboard and Widgets
Using Widgets

Edit your Dashboard

Use the dashboard edit mode to configure the page.

Dashboard

  • Add New Widget – your user role determines which widgets are available to you.
  • Edit Dashboard – configure the layout of your dashboard.
  • Save Changes  
  • Undo Changes

Add New Widget

Click the Edit Mode button in the right corner of the Dashboard title bar.

dashboard with shown statistic about new complaints and pie chart about cases by status on left side and three tables about my complaints, my cases and my tasks on right side

Choose the widgets that you want to add to your dashboard.

1.Click the Add button on the Dashboard title bar to open the Add New Widget window.

dashboard

2. 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.

Status Widgets

Widgets such as My Complaints, My Tasks, and My Cases, contain a list of active items to which you are assigned.

table about my tasks

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

Summary Widgets

Widgets such as Cases by Status, Team Workload, and New Complaints display cumulative content as a pie chart or graph. See the pie chart example below.

Cases by Status

To see the numeric value that a section of the pie chart represents, hover over the section.

You can specify a time period from which to show the summary data.

Edit Widget Configuration

You can modify some widget elements. Options available depend on the widget content and access permissions.

1. If the dashboard page is not in edit mode, click the Edit Mode 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.

Edit Widget button

The edit widget dialog box opens.

my task

Change the title of a widget

  1. Click in the Title text field and edit the current content.
  2. Click Apply to save the change and close the dialog box.

 

Change Dashboard Title and Layout

 

Edit Dashboard

Change the Title of the Dashboard Page

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

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

edit dashboard

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

Edit Dashboard

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

4. 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.

dashboard with pie chart about cases by status on left side, two tables about my complaints and my cases centered and table about my tasks and statistic about new complaints on right side

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

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

Edit Dashboard

1. Select a new structure for the content frame.

2. Click the  Save icon to retain the new layout.

Personalize 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 (pencil icon) button on the Dashboard title bar. The control buttons become available on the widget title bar.

my tasks

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 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.

Using Widgets

Sort the Widget List

Sort is available in each data column of a widget.

Sort the Widget List

To sort a column, click the down-arrow in the column heading. You can also choose Hide Column.

 

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.

table about my cases with pagination in red rectangle and options that can be chosen

Navigate pages in the widget using 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

Click the refresh icon.  The widget content will refresh the latest information.

cases by status

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

Links from the Widget List

Each item on the widget list is presented as hypertext. Click the selected item from the list to open the detail page.

Widget List

Note: The hypertext is available to open tasks, cases, and complaints from the dashboard. Links are active on the item number/ID and Title. Tasks also link to associated case(s) and complaint(s).