Dashboard

Tiles

Tiles are customizable sections of the dashboard that can be configured to open reports, results, Clinical Reports, custom web pages and more. By default the ability to edit a dashboard is turned off. Contact your administrator for rights to edit your individual dashboard.

Adding a Tile

Those with the correct permissions may add tiles. To do so, follow the steps below:

1. Click Edit found in the top right corner of your dashboard.
2. Click addAdd Item.
3. Select the type of tile desired.
4. Click Add Item.
5. Click Save when done adding tiles. No changes are permanent until this button is clicked.

Adding a Saved Report Tile

A saved report tile runs a report that has been previously saved in the Report Builder.

1. Click Edit from the dashboard.
2. Select My Report from the addAdd Item list.
3. Click Add Item to close the tile list and add the tile to the dashboard.
4. Click settings found on the tile.
5. Enter a title in the Title text field. This can be the report title or another title, but it is best to give it a title that reflects the report content.
6. To select a custom Icon, select an icon from those provided.
7. To choose a custom Color, select a color from the swatches provided.
8. To insert a Image URL, copy and paste an image URL from another website. Adding an image URL is not required.
9. Choose the desired report from the Saved Reports drop-down list.
10. If desired, check the Show record list check box to show a grid of individual results summary. Then check the Show patient panel check box if the patient panel should be visible for this report. The patient panel allows the user to select an individual result and view details for that record.
11. Click Update.
12. Click Save when done adding tiles. This closes the edit mode and returns you to the dashboard. No changes are final until this button is clicked.

Adding a Saved Result Tile

A saved result tile displays the results of a previously run report. Make sure to export the results when running the report.

1. Click Edit from the dashboard.
2. Select My Result from the addAdd Item list.
3. Click Add Item to close the tile list and add the tile to the dashboard.
4. Click settings found on the tile.
5. Enter a title in the Title text field. This can be the result title or another title, but it is best to give it a title that reflects the result content.
6. To select a custom Icon, select an icon from those provided.
7. To choose a custom Color, select a color from the swatches provided.
8. To insert a Image URL, copy and paste an image URL from another website. Adding an image URL is not required.
9. Choose the desired result from the Saved Results drop-down list.
10. If desired, check the Show record list check box to display a grid of individual results summary. Then check the Show patient panel check box if the patient panel should be visible from this result. The patient panel allows the user to click on an individual result and view details for that record.
11. Click Update.
12. Click Save when done adding tiles. This closes the edit mode and returns you to the dashboard. No changes are final until this button is clicked.

Adding a Link Tile

A link tile provides a link to any site desired. If there is a website that is continually used as a reference site, it may be useful to create a link on the user's dashboard that directly links to that site. To set up a link tile, follow these steps:

1. Click Edit from the dashboard.
2. Select the Link tile from the addAdd Item list.
3. Click Add Item to close the tile list and add the tile to the dashboard.
4. Click settings found on the tile.
5. Enter a Title in the text field. This may be any title desired, but it is best to reflect the linked site.
6. To select a custom Icon, choose an icon from those provided.
7. To choose a custom Color, select a color from the swatches provided.
8. To insert a Image URL, copy and paste an image URL from another website. Adding an image URL is not required.
9. Enter a URL, in the URL text field. This must include either https:// or http://.
10. Click Update.
11. Click Save. This closes the edit mode and returns you to the dashboard. No changes are final until this button is clicked.

Adding a Preconfigured Tile

Some tiles come with our IMAT tools: VHR, Queries, Admin, etc. When adding these tiles, no additional configuration is required. However, you can configure the title and icon if you would like. To do so, enter edit mode and click the configure icon.

Editing a Tile

Editing allows for the editing, arranging, or deleting of tiles.

1. Locate and click the Edit button found in the top right corner of the dashboard if not already in edit mode.
2. Click on the gear in the top right corner of the tile.
3. The settings page for the tile is displayed.
4. Make the necessary edits in the appropriate fields.
5. Click Update.
6. Click Save. This closes the edit mode and returns you to the dashboard. No changes are final until this button is clicked.

If there are questions on how to edit a specific field on the settings page, refer to the Adding a Tile section of the user guide.

Hiding a Tile

Some tiles may appear on multiple dashboards, with editing permissions also comes the ability to hide duplicate tiles. If would like to hide the tiles on the group dashboards, follow the steps below while in edit mode:

1. Click on the group dashboard.
2. Locate the tile you want to hide.
3. Click visibility_off.
4. Click Save. This closes the edit mode and returns you to the dashboard. No changes are final until this button is clicked.

Hidden tiles are slightly lighter and have a dashed line around them. To display a previously hidden tile, click visibility.

Viewing All Dashboards for Tile

If a tile appears on multiple dashboards available to the user, a info appears on the tile while in edit mode on your personal dashboard. Click on the icon to reveal on which dashboards the tile is available. This information can be used to determine if the user wants to hide tiles on the dashboard.

Arranging Tiles

To arrange tiles on the dashboard, follow the guidelines below:

1. Locate and click the Edit button on the dashboard.
2. Drag and drop the icon to the desired location. All tiles shift to the right or left when icons are moved.
3. Repeat Step 2 until the edits are complete.
4. Click Save in the top right corner if no more edits are desired.

Cancel returns you to the dashboard without saving your changes.

You can move tiles around on group dashboards assigned to you. These changes only show on your personal account and do not affect the underlying configuration created by the administrator.

Deleting a Tile

To delete a tile, click the garbage can found in the top right corner of the tile.

Creating a New Dashboard

Clicking NEW allows the user to create his or her own personal dashboard. Previous tiles are removed if the user already has a personal dashboard.

If this option is not visible, it has been disabled by the administrator.

Copying a Dashboard

Clicking COPY copies the current dashboard and makes it the user's new dashboard. The user can then add or delete tiles from his or her dashboard without changing the original dashboard. This option is particularly useful when a user has been assigned to a group dashboard but needs additional tiles.

If this option is not visible, it has been disabled by the administrator.

Fixing Tile Errors

If there is a problem with a tile, an error icon appears in the top right corner of the tile. There are two different types of problems:

• The first, indicated by this icon, error, occurs because there is a configuration error with the tile. To resolve the problem enter edit mode and click on the gear to either delete the tile or configure the tile. Refer to Editing a Tile for any questions on how to edit a tile.
• The second, indicated by new_releases, indicates the tile is no longer available. Enter edit mode to delete the tile.

Viewing Group Dashboards

If a group dashboard or dashboards have been assigned by an administrator, each dashboard can be viewed in the left panel. Each dashboard is labeled with the group's dashboard name as assigned by the administrator.

Navigate among dashboards by clicking on the dashboard name found to left of the screen. By default, the personal dashboard is displayed if the user has one. If not, a group dashboard is displayed upon login.

Admin: Dashboards

From the Admin tile, administrators have the ability to create, edit, and delete users' and groups' dashboards and tiles. The administrator can also view others' dashboards and modify the users' editing permissions. There is also an Admin Dashboards tile available when adding new tiles.

System dashboards can be edited, created, viewed and deleted just as user and group dashboards.

See the Dashboards documentation for more information.