How do I edit and manage the flexible dashboard?

The cockpit in the portal is now called Dashboard. You can adapt this to your own wishes.

When you log in to the portal, you will no longer see the cockpit - as it was previously called - but the dashboard.

This is built in the standard view just like the cockpit, but the appearance has been modernised.

With this dashboard, you can now decide for yourself in the future what you want to see and how.

How this works is described in this article.

 

 

Use standard dashboard


The standard dashboard cannot be changed and is the same as the view of the previous cockpit.

 

Create your own individual dashboard


Please click on the symbol with the three dots to the right of the word "Standard"

You will now be shown a selection where you select "Create new dashboard"

or just click in the upper right corner on the green button

The next step is to give the dashboard a name

After clicking the button "Create" you will see your new, but still empty dashboard

Now click on "Edit Dashboard" and you will get the following view

Now click on "Add Widget", you will be taken to the overview of available widgets

All available standard widgets are listed under the item "All". You can see which ones are available in detail in the following picture

 

Simply click "Add" on the widget you wish to add and when you have added all the widgets you want, click the button in the bottom right hand corner and your selected widgets will be displayed:

At this point you can still adjust the size of the individual widgets.
To adjust the height and width of a widget, move the mouse pointer over the bottom corners of the widget and arrow icons will appear to the right and left below the widget

, click and hold these corners to drag them to the desired size.

To change the order of the widgets, click and hold the top edge of the widget and drag it to the desired position. You will see a dotted line where the widget will be positioned.

 

Once you have adjusted the size and order of the widgets,
please click on .

 

To customise the widgets to your needs, click on the icon with the three small dots on the right above the widget and then click on "Edit widget"

Here you are in the view where you can edit the widget

In the upper line you see the filter options:
As a user, you can further specialise your widgets in the dashboard to adapt the information displayed to your needs.

The widgets specify which filters are available to them. 

The following filters can be used for the widgets:

  • Tours: period, master data, employees, status, tours
  • Checkpoint scans: Period, master data, employees
  • Incidents: Period, master data, employee, status, event type
  • Tasks: Period, master data, employee, status, task, form
  • 24 hours: Shows only the results of the last 24 hours
  • 7 days: displays only the information of the last week


    Filters can be set and saved in the editing view of widgets.

    In our example we are filtering the events.

    In the assignments, you can choose from which customer or area you want to see information from. A multiple selection is also possible.


    If you do not select anything, all data will be displayed company-wide, unless your account is assigned to a specific customer / area, in which case you will of course only see these customer(s) / area(s)

    The assignment is automatically saved and is immediately active.

    You can also define which incident types,


    by which employees


    and the status to be displayed.




    If you do not set any filters, all results are always displayed.

    If you have set all filters according to your criteria, please click on the green button "Apply" under the filter list and your filters will be applied and saved immediately.


    The filtering will also be saved with your next login.

    By clicking on "Reset all filters" you will see all information unfiltered again.

    Under "Information" you can change the name of the widget and enter a description for this widget

    If you click on "Options", you can see which columns are included...

    ... here you can adjust which columns you want to be displayed.

     

    In the list on the left side, click on the green arrow symbol on the right behind the entries to add a column



    or remove an entry from the list on the right side by marking it with a click and then clicking on the yellow arrow symbol between the lists to remove the entry from the widget.

    You also have the option of adjusting the display so that the order of the columns is shown in the way that seems most important to you.

    Simply click on one of the arrow symbols to the right of an entry

    and the entry is moved one line in the direction the clicked arrow points.

     

    This change is directly and immediately applied live during editing,

    You do not need to save this again.

    When you have made all your adjustments, please click on the black button

    at the top right. Now you will see your dashboard again, where you can now further customise the widgets individually.

    To adjust the other widgets, please click on the button with the three small dots to the right of the widget and select "Edit widget" again.

     

    In order to have your own dashboard displayed immediately when you log in,
    you must save it as a so-called favourite.

    You can do this by clicking on the name of the dashboard in the top left corner and then activating the star for the desired dashboard

    You can check which dashboard is active by simply clicking on the dashboard name. The active dashboard has the star marked in black