Configuring Homepage Dashboards and Quick Browse and Quick Add
On your Homepage you can create Module Dashboards and you can have module Shortcuts and Quick Add Record shortcuts and access your My Tasks.
Shortcuts is a link which takes you straight from the Dashboard to the module list view screen. A Quick Add Record is a link which takes you straight to the edit page of a new record, My Tasks shows you Tasks that have been assigned to you.
On dashboards you can also add different types of charts to allow you to easily see statistics at a glance, these
dashboards are specific to each user; one user can configure their dashboard completely different to other system users by tailoring them to see the data that is relevant to them.
How to configure Quick Add and Shortcuts
Click the Customise icon
Then click on the Edit Quick Add and Shortcuts option
Click Add to choose which modules you want to create Shortcuts and Quick Add record links for.
Select the modules you want to show in the pop out module menu.
On Save, you will see that you now have some Quick Add record and shortcut links on your homepage.
How to add a chart to your dashboard
Click the Customise icon
Click on the New Data Chart icon
Set up what kind of chart you wish to display.
On save, you will now have added a chart to your dashboard.
Filters for use within Dashboard Charts
In order for your filter to appear for selection when configuring a chart, it can contain only 1 date criteria, which must provide a date range
Valid date criteria:
- Last X days
- Next X days
- Last X weeks
- Next X weeks
- Last X months
- Next X months
- Last X years
- Next X years
- Between
Configuring your Module specific dashboards
As well as having a dashboard on the Assure Homepage. Each module in the Evotix Assure system has its own individual dashboard area.
To configure your module dashboard, click on the Modules menu and then click the module name and this will expand the menu with all sub modules along with a Dashboard option. E.g. for the Incident dashboard click the Incident option then click on the Dashboard option that appears.
From here you can create your own charts by clicking on the Customise icon and then Clicking on the New Data Chart icon that then appears.
In System Settings, there is a section where you can limit the number of items users can put on their dashboard. You need the ‘Manage System Settings’ permission to change this figure, no more than 15 will be allowed for most modules, we would recommend a limit between 10-12.