Dashboard Part | Groups

#Enterprise

Updated over a week ago

The Groups dashboard part displays all of the active groups for the currently selected subject (for My Dashboard and Staff Dashboard this is all groups in the program, for the Participant Dashboard this is all groups the participant is a part of). Each group will show the Group Name, Group Start Date, Group End Date, and the Date Last Modified.

You can click on the Show Disabled button to show groups that have been disabled (if enabled, see below). In the Take Action column, you can select the pencil to edit the group information (this takes you to edit the participant's membership in the group from the Participant Dashboard). In the Take Action column, you can select the Disable icon to disable the group (this icon is an X to remove the participant from the group on the Participant Dashboard). Clicking the +New link on the Participant Dashboard will take you to the Manage Groups page. Selecting this link on the Staff Dashboard or My Dashboard will take you directly to the Add New Group page.

Availability

This ETO Part is available on the following dashboards:

  • My Dashboard

  • Participant Dashboard

  • Staff Dashboard

Editing 

Step 1 - To edit the Groups part, click Edit Dashboard at the top of the page.

Step 2 - You can restore, minimize, disable, delete, or edit the part by clicking on the associated icon.

Step 3 - When editing the part, you can re-title the part and set the layout. You can also set the maximum number of records to show on the dashboard part. Click Apply to confirm any changes.

  • Chrome State: Normal will start the part immediately upon landing on the dashboard. Minimized may work best for dashboards that take a long time to load, but will require the user to expand the part if they wish to view the report.

  • Zone and zone index: Zone index is the ranking of the part in that zone, where zero is the closest to the top of the page.

Did this answer your question?