Content Manager Dashboard

The Content Manager Dashboard is a featured option, to enable this, on the System Options - Features page, select User Dashboard.

The Dashboard option is available on the Home tab, in the File group. It allows users to access pre-defined work item lists with a breakdown of the number of items that are within the set time periods, including a total number of items for each work item list.

The Dashboard window can be added as a Startup window to be displayed when Content Manager is opened. See User Options - Options Startup page.

Working with the Dashboard work items

To access the items that are within a work list for a particular time period, double-click the displayed number under the time period column. A search results window will open displaying all the items that are associated with that work item in that time frame.

NOTE: Users that have Supervisor Of location associations will also see their team's work items list displayed under the My Team category.
Users that have Delegate Of location associations will see their delegates work items list displayed under the My Delegates category. If their team members have delegates that are not the currently logged in user, their delegates will be displayed within the My Team category, under their name.

Dashboard Settings

Users can configure the items to be displayed within their Dashboard, these configuration settings can also be set by an Administrator and saved as Global Settings.

To customize the listed Dashboard items:

  1. Either right-click and click Settings in the Dashboard window, or click Settings.
    The Configure Dashboard dialogue is displayed.
  2. To add new items to the list, from the Items Available list, select the item to be added and click Add, or double-click the item name. The item will be moved to the Items Selected list.
  3. To remove items that are being displayed in the Dashboard, from the Items Selected list, select the item to be removed and click Remove, or double-click the item name. The item will be added to the Items Available list.
    The order of the Items Selected list can be modified by using the Up and Down options.
  4. Click OK to save the changes.

NOTE: To retrieve the globally saved settings, on the Configure Dashboard dialogue, click Get Global. The settings will update to be that of the Administrator's saved settings.