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Overview
The starting place in InFocus is your Dashboard- it is the first thing you see when logging in and can serve as a launch pad for your work in InFocus. View at-a-glace illustrative Charts, run Reports- even Approve Time and Expense. What's more: You can have multiple Dashboards so you can keep related information together in one place. The Widgets available to a user's Dashboard are governed by the Dashboard Group.
Key Concepts
| • | Part of the Utilities module, Dashboard Groups define user access to Widgets and the information they contain. Employees are assigned a Dashboard Group which thereby governs what they can view and customize on their personal Dashboard. |
| • | Once the Dashboard Group has been given access to a specific set of Widgets, the group can be configured with predefined Dashboards. These Dashboards are made available to users who are a part of the group. When such a user logs in they will see the "Default" Dashboard defined by the Dashboard Group. |
| • | When a user is viewing Widgets that are part of the "Default" Dashboard for a group, they cannot alter the specific settings of the Widget; they can only organize them on the Dashboard and choose whether or not to show them upon login. Alternatively, a user can customize/create other Dashboards by clicking Configure>Dashboards from the Toolbar on the Dashboard applet. This will allow them to configure and personalize their own Dashboards- using only the Widgets that are allowed to them by their respective Dashboard Group. |
Note: If there are queries or alerts that reveal sensitive information, make sure they are not allowed, except to specific Dashboard Groups.
Field Descriptions
Dashboard Groups Window
| • | Dashboard Groups - This column contains the name of the Dashboard Groups. To create a Dashboard Groups, click "New". Once saved, the name will appear in this column. |
| • | Name - Name of the Dashboard Groups. Name can be edited here. |
| • | Description - Internal description that describes the Dashboard Group. |
Allowable Items Grids
| • | Description - The Allowable Items grids allow you to select what items are available to the Dashboard Group. Not all of the items have to be displayed on a Dashboard. The following sections discuss the different Tabs within the Allowable Items grid. More on Dashboards |
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