Dashboard

The Dashboard allows users to easily access some information from across several modules on one page.  The module contains the BSI News widget and any additional available widgets the user adds to the page. The first time a user opens the Dashboard, the Tips widget will automatically be displayed next to the BSI News widget.

The News widget contains important notices from the BSI team about upcoming downtimes, releases, and support holiday hours. It is updated hourly.

Available widgets are listed under the "+" icon in the upper right corner of the module. They are separated into three categories: Assigned To, Miscellaneous, and Reports. Under these three categories, the following widgets are available:

By default, Dashboard is the open module when a user logs into BSI. Only System Administrators can change BSI's default opening page from Dashboard to the Homepage, which also displays Assigned To information.

Dashboard widgets can be rearranged on the page.

Any Batch ID or BSI ID listed on the Dashboard can be selected. Once clicked, a new window will open displaying the items. If the user has permission and the items are editable, they will open in Edit Mode. If they are not editable, items will open in View Mode.

From the Dashboard, users can add, delete, refresh and move widgets. Users can change widget view options and change reports criteria.

Widgets can be set by applying a Dashboard Template in User Preferences. If you already have applied a Dashboard Template, you can still modify your dashboard, but it may be overwritten if the template is modified. Read here (link) for more information on Dashboard Templates.

Add a Widget

To add a widget to the Dashboard:

1. Press the + in the upper right corner of the module. A menu will open.
2. Select the Widget to be added. A dialog will open.
   • If one of the Assigned To widgets is selected, the dialog will contain an editable title field that is populated with a default title. If the field is left blank, the default title will become the widget's title. Specify the title and press OK to add the widget. Press Cancel to exit the dialog without adding the widget.
   • If the Tips widgets is selected, the dialog will contain an editable title field that is populated with a default title. If the field is left blank, the default title will become the widget's title. Specify the title and press OK to add the widget. Press Cancel to exit the dialog without adding the widget.
   • If the Chart Reports widget is selected, the dialog will contain a required drop down field. This field contains the saved reports from the user's Reports directory. The dialog also contains the option to choose either a pie chart or a bar graph output view. The default view is pie chart. Select OK to add the widget or Cancel to exit the dialog without adding the widget.
   • If the Listing Report widget is selected, the dialog will contain a require drop down field. This field contains the saved reports in the user's Reports directory. Select OK to add the widget or Cancel to exit the dialog without adding the widget.

Delete a Widget

To delete a widget from the Dashboard:

Any widget, except the BSI News widget, can be deleted from the screen.

1. Select the gear icon in the upper right corner of the widget.
2. Press Delete. The Are you sure? dialog will open.
3. Select Yes to delete the widget or No to exit the dialog without deleting the widget.

Refresh a Widget

To refresh a widget on the Dashboard:

Any widget can be refreshed to update the information it shows.

1. Select the gear icon in the upper right corner of the widget.
2. Press Refresh.

Move a Widget

To move a widget in the Dashboard:

1. Click and hold the top of the widget with the mouse.
2. Drag the widget to the desired location then drop it.

**Note - A widget may only be moved next to other widgets. It cannot occupy the same space on the Dashboard.

Widget View Options

To sort a Listing Report:

1. Click the column header which will be used to determine sort in the widget. The widget will sort information based on that column's data
2. Click the column header again to sort the column in the opposite direction.

To hide and show columns in Listing or Assigned To widgets:

1. Hover the mouse over the top right corner of the table.
2. Click the gear. A menu will appear.
3. Check or uncheck each column header. Checked columns will be shown. Unchecked columns will not be shown.

To toggle between views in a Chart Report:

The Chart Report may be viewed as either a pie chart or a bar graph.

1. From a pie chart or a bar graph, select the gear icon in the upper right corner.
2. Select the Switch to... button. The view in the widget will change accordingly.

To maximize or minimize a Chart Widget:

1. Select the + icon in upper right corner of the widget to enlarge it to take up the entire Dashboard screen.
2. From the enlarged widget, select the - icon in the upper right corner to reduce the widget to its original size.

To select chart sort fields:

The bar graph will display groups based upon the first criteria, then within each of those groups will separately display groups of the secondary criteria.

• For a pie chart -
  
  1. Click the drop down menu on the left side of the widget.
  2. Either scroll to find the value to be sorted by, or use the search field.
  3. Click the field. The graph will automatically refresh.
• For a bar graph -
  
  1. Click the drop down menu on the far left side of the widget.
  2. Either scroll to find the value to be sorted by, or use the search field.
  3. Click the field. The graph will automatically refresh.
  4. If a second display value is desired, click the second drop down menu and repeat steps 2 and 3.

Changing Report Criteria in Reports Widget

Searches can be altered for either Chart Reports or Listing Reports.

To change report criteria in the widget:

1. Select Search Criteria in the bottom left corner of the widget. The Reports Editor will open. Navigate to the Search tab.
2. Follow instructions for the UDF and UDL Reports search dialog.

From the Dashboard, reports can be altered, run and saved. If the report is altered, after selecting the Save button the dialog will close and the widget will refreah to update to the new search parameters.

Home Tab

The Home Page is the default tab opened upon login if the BSI Dashboard is not enabled. The first time a user opens BSI, the home page will display the News Panel. The panels shown can be set on the preferences tab of the User Profile.

• News Panel - This shows the latest news updates from BSI.
• Data Entry Panel - This shows the Data Entry batches assigned to the user in a panel on the Home Page.
• Shipments Panel - This shows the Shipment batches assigned to the user in a panel on the Home Page.
• Kits Panel - This shows the Kits assigned to the user in a panel on the Home Page.
• Requisitions Panel - This shows the Requisitions assigned to the user in a panel on the Home Page.

To change view preferences for the Home Page:

1. From the Tools menu, select User Profile. The User Editor will open.
2. Navigate to the Preference tab, then select Home Page from the tree on the left side.
3. Use the drop down menus to determine which panels will be shown on the Home Page.

Each panel will show, by default, the items assigned to the current user. To change the filter, select the Edit Filter icon in the upper right corner the each panel. Use the standard search dialog to specify the new search criteria. Press Ok to confirm the new criteria and return to the Home Page. The panel will refresh automatically. The table headers can be Hidden, Shown or Sorted on.

Users can edit or view items listed in the panels by selecting the View or Edit buttons in the panel menu bar. The panels can be resized within the Home Page by hovering the mouse over the side of the panel and clicking to drag & drop the edge to a new place on the screen.This action will open the corresponding Editor or Viewer.

Users can effectively minimize panels to one side of the Home Page by pressing the - icon. The box-shaped icon with an arrow pointing up across it will disconnect the panel from the main window of BSI; once a window has been separated from the main window, the icon is replaced with a similar one displaying an arrow pointing down, which will rejoin the panel to the main BSI window. The plain box icon maximizes the panel to the full allowed size within the main BSI window. The icon displaying two boxes will reverse any alteration to the original size of the panel.