The Default Dashboard
Your default Dashboard will look similar to this when you load your data into the system, however, you can customise it to suit your needs.
Adding Widgets
To add custom widgets to your Dashboard click on the Add Widget button located in the top right corner of your Dashboard. You will then be shown options for all of the different Widgets that you can add. Simply click on the one you'd like and it will be added to your School Dashboard.
Please Note: The available widgets may differ based on your type of organisation.
Editing Widgets
On each widget, there will be a Settings and Delete icon:
You can remove a widget by pressing delete and confirming the action.
Clicking the Settings icon will bring up the individual settings for that widget. Here you will be able to rename the Widget, choose whether to include an Avatar, Start/Leave Dates and choose which Tags and Profiles to include:
Clicking save will immediately update your widget.
Types of Widget
Profile Types Summary Widget
This Widget will appear by default and displays the profile type avatars so that you can quickly see profile counts and navigate to those specific types.
In settings, you will be able to choose which profile types and tags are shown on the widget.
Profile Scores Bar Chart Widget
This Widget will appear by default and displays a Bar Chart that gives the score breakdown for your profile types.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget.
Profile List Widget
This Widget allows you to scroll through a list of all Staff profiles and open profiles from the dashboard.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget. You can set Filter Logic Conditions that will determine which Profiles appear in the Widget, which makes things like searching for incomplete Profiles from the dashboard quick and simple.
Profile Scores Pie Chart Widget
This Widget displays a pie chart that shows an overall score for your organisation.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget.
Profiles with Expiring Checks List Widget
This Widget will display a list of all Profiles that have expiring checks in chronological order.
If a check has expired it will be displayed in red, if it has an upcoming expiry date within 2 weeks, it will be displayed in amber. Expired dates will be listed first.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget, as well as add a filter logic if required.
List of Expiring Checks Widget
This Widget displays a list of all checks that have an expiry date and their status.
If a check has expired it will be displayed in red, if it has an upcoming expiry date within 2 weeks, it will be displayed in amber.
In settings, you will be able to choose which tags and profile types are shown on the widget.
Sign Offs Widget
A list of sign-offs for the Organisation.
This will include who carried out the sign-off and when, any notes added, and also if a document was attached to the sign-off.
External Checks
Displays a list of profiles that have had an external check ordered within the last 2 weeks. This will also show the name of the check ordered and the current status of the check.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget.
Profiles with Late Dates List
Displays a list of profiles that have a Late Date warning.
In settings, you will be able to choose which tags, profile types and rating systems are shown on the widget, as well as add a filter logic if required.
Incidents List
Displays a list of incidents logged to the organisation.
In settings, you will be able to filter the incidents by date, tag, assignee, status, severity, and category. You can also choose which information you would like the widget to display.
Custom Widgets
You could use the Profile List Widget and Filter Logic Conditions within the settings for this to create a custom widget.
As an example, you could set up a custom widget to show any Upcoming Birthdays.
To set this up you will need to add a Profile List Widget and use the settings to customise as below:
You can of course customise this to suit what you want to show and even add multiple versions of this to the Dashboard if you wish.
Once you have finished making changes, click Save. This will now display all Profiles that have a birthday within the next month:
Moving Widgets
Once you have chosen which Widgets you would like displayed on your Dashboard you can move them around by clicking the Header bar and dragging them.
Create a New Custom Dashboard
Creating a New Dashboard
The system allows you to have more than one Dashboard. To create a new Dashboard click the "+" button located in the top right corner of your Dashboard and click Dashboard.
You can then give your new Dashboard a name, and set who it will be visible to:
You can choose to make it visible to just you, the current Organisation or the whole Trust if you are part of one.
Note: If you share your dashboards then others that are able to see them will also be able to make changes.
Once you are ready click Create and your new Dashboard will be shown on your home screen.
Switching between Dashboards
You can quickly and easily switch between Dashboards by clicking on the name of the current Dashboard to open the dashboard selector.