The Participant Information dashboard part displays the participant's name, case number, DOB, age, race, marital status, contact information (address and phone numbers), a photo (if applicable), and alert. At the bottom, there is a link to take you to the View/Edit Participant page.
To utilize the photo option, create a Custom Demographic with the Demographics Wizard with the type file attachment. Then go to the Manage Demographics page and edit the demographic and check the box labeled "Participant Photo - photo will represent Participant." Upload a photo via View/Edit Participant. Finally, access the Participant's Dashboard to view the photo.
Step 1 - To edit the Participant Information part, click Edit Dashboard at the top of the page.
Step 2 - You can restore, minimize, disable, 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. 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.
This ETO Part appears on the following dashboard:
- Participant Dashboard