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- From the Dashboard click the 'Configure' button.
- This will unveil a selection of buttons, click the 'Add Widget' button.
- The 'Manage Existing Widget' form will open. Select the Widget desired.
Note: Any Widgets already added will not appear here, as they are on the page already. - The Widget will be added to the Dashboard. Position it in whichever of the four panes that are desired, though only the left and right panes are generally recommended.
- Click the 'Done' button.
The Widget(s) should now display on the Dashboard.
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- From the Dashboard click the 'Configure' button.
- This will unveil a selection of buttons, click the 'Add Custom/Widget/Chart' button.
- The 'Manage Add a Customer Widget' form will open. Select the Widget desired. Note
Note: To see a a full run down of all the available Widgets, navigate to the Custom Widgets/Charts page . - The Widget will be added to the Dashboard. Position it in whichever of the four panes that are desired, though only the bottom three are generally recommended.
- Click the 'Done' button.
The Widget should now display on the Dashboard.
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- From the Dashboard click the 'Configure' button.
- The Widgets already on the Dashboard will now have a dashed line around them.
- Click and drag the Widget to the Pane that is desired.
- Click the 'Done' button.
The Widget will now display in its new location.
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- From the Dashboard click the 'Configure' button.
- The Widgets already on the Dashboard will now have a dashed line around them.
- Click the 'X' (Delete Widget) button.
- Click the 'Done' button.
The Widget should now have been removed from the Dashboard
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To change a password, the User needs to click the 'Change my password' link. Clicking the link will open the 'Change my password' form.
The 'Current Password' will be hidden from view with bullets. The User can then enter the 'New Password', and must then enter the 'Confirm Password'.
Once the Password is entered, the User can click the 'OK' button and the password will be set for the User.
Users are limited in how often they can change their password by the Configuration Option 'AUTH_PWD_CHANGE_LIMIT' .
Messages Widget
The 'Messages Widget' will display all of the unread messages that a User has assigned to them by the Events system. From the Messages widget, the User should be able to see all of the messages that were created and these Messages are the same messages that the User can view in the Message grid, or on the Message email icon.
The 'View All Messages' button will take the User to the People > Messages grid where they can review any Messages sent to the User.
The New Message button will open the 'Add New Message' form. From here the User can send an internal message or email to any other User.
Individual messages can be opened by clicking on them.
Recent Activity Widget
The 'Recent Activity' widget shows a grid of all the most recent changes to records. This is very similar to the Audit grid, in that it shows changes to records. Users can select any of the archived tables from the widget, but they cannot effect the records in anyway.
News Widget
The News widget will display any of the News items that a User has access to see in this widget when they login to the application. The News items will display the Title and Summary from the News item. Users can click the specific item and will get to see the details from the Content of the News item in the dialog that opens.
Safe mode
On the Landing Page or Dashboard occasionally a Widget that was added will slow performances, freeze up the page, or just crash altogether. This is most often the result of conflicting programming code from external websites. In order to provide a remedy for these issues PCR-360 provides a 'Safe mode'. Activating it will disable iframes and allow the offending Widget(s) to be removed/edited to restore normal functionality. Safe mode has no effect on the default PCR-360 System Widgets. However, any Custom System Widgets will be effected by 'Safe mode'
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Activating 'Safe mode' on the Dashboard is similar to the Landing Page. Add the text in quotes to your PCR-360 URL; "safemode/dashboard
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