Dashboards

Dashboards not only provide the contractor with real-time status, they are also an intuitive and quick way of navigating the system. Contractors can click the blue links to navigate through the system easily and swiftly.

Tip: Press 'Ctrl' and click the link to open in a new screen

Dashboards are configured via Configuration > Appearance > Dashboard Settings.  Simply select which widgets you would like to display.  Administrator, Consultant and Manager dashboards can also be configured here.  You can set the number of days to include as "recent items" in dashboards widgets and also set the maximum number of items shown in dashboard widgets.

Example of a worker's dashboard

Customisation for worker's my details section 

You can also customise the worker's my details section using the 5 custom fields. 

How to set up custom fields

Firstly, go to the system configuration cog, and within the appearance section click on entity custom fields. There are 5 fields per entity that can be used for entering any relevant data you need; on this screen you can title the boxes so within the entity's profile it is explicit what information is required in that field. Click save once you have made your necessary changes. 

How to enter data in a custom field

Go a worker record and click edit. Go to the advanced tab, and at the bottom of the screen you will see the 5 custom fields, if you have renamed any as above, you will see the new title. Enter the relevant data for that worker and click save when done. 

How to set custom fields to show on dashboards and summary screens

Go to the system configuration cog, and in the appearance section go to dashboard settings. Go to the worker detail section, click on the custom text fields you wish to show and using the arrow move them to the right-hand box.

Please note: you will not see the custom field titles you have created only custom text 1-5. Once selected scroll down and click save. 

How to view them

If you go to view summary in the dropdown next to the edit worker, you will now the custom fields you have added. 

When the worker logs in, they will see these options on their dashboard.

Please note: any custom fields that are set to show on the summary, will always show. If the worker has no information entered within that field, the heading will still be shown but the value will be blank.