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Introduktion

Denna steg-för-steg guide ska hjälpa slutanvändare att skapa och configurerar sina egna personliga dashboards

Förutsättningar

Användaren behöver ha tillgång till dashboard funktionen som en del av det kommersiella paket som de har.

Dashboard templates

  1. Firsta gången du öppnar dashboard så kommer ett template laddas eller så kommer en nya dashboard att skapas om någon template inte har configurerats.
  2. För att se all tillgängliga dashboards inklusive templates så kan du klicka på Gå till dashboard-listan 
  3. Skapa ny  kommer att skapa en ny personlig dashboard till dig
  4. Skapa ny från standardtemplate kommer att skapa en ny dashboard baserad på det standardtemplate som finns configurerat 
  5. Click Set as default will make the dashboard the starting dashboard when you enter the system
  6. Whenever you edit a template you will be prompted to either copy or change the dashboard
  7. If you create a copy the template will remain in the dashboard list and a new dashboard will be added.

Create a new dashboard

  1. When creating a new dashboard some preconfigured layouts can be used for quick setup
  2. As an example clicking 2 x 3 will generate a dashboard with two rows and three widgets in each row
  3. The dashboard can later be reconfigured based on your personal preferences

Create widget

  1. Click the Add content button to add a new widget to your dashboard
  2. You can create a widget from any of your modules or from external sources 
  3. Images and icons can be added as well as any Iframe content (found in Advanced)
  4. The specific options are different for each type of widget and can later be reconfigured
     

Delete widget

  1. To delete a widget click the trashcan icon  at the top right corner of the widget

Customize widget size and position

  1. Click the pen icon in the top right corner of a widget to edit its size and position
  2. Click and hold at the center of a widget to move it to a new position 
  3. The bottom right icons are used to resize the widget 
  4. The three circles are used to add a row in the dashboard 
  5. The toolbar at the bottom is great for aligning widgets and making them the same size 

Customize widget content and settings

  1. Click the cog iconto customize the widget content and settings
  2. Appearance options lets you configure the background and text color of the widget
  3. Warning options lets you configure thresholds and generate warnings when as an example a certain value is below or over the threshold
     




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