The Recent Efforts dashboard part displays the most recent efforts completed for a subject (or subjects). This part is available for a number of dashboards, so the subjects that display are dependent on the dashboard you are on.
Click on the pencil icon in the take action column to edit the effort or click the + sign to add a similar efforts for that subject if the selected program contains the point of service listed. The subject's name acts as a link to the subject's dashboard (for example, a participant's name will take you to the Participant Dashboard). The +New link at the bottom will allow you to take a new assessment for and will allow you to search for the subject you wish to take it for.
Multiple Recent Efforts parts can be included on a dashboard, each filtered for a different point of service to display the most recent efforts recorded against a specific point of service.
Step 1 - To edit the Recent Efforts part, click Edit Dashboard at the top of the page.
Step 2 - You can filter by point of service by selecting the point of service you want to see on the dashboard from the drop-down.
Step 3 - You can restore, minimize, disable, delete, or edit the part by clicking on the associated icon.
Step 4 - When editing the part, you can re-title the part and set the layout. You can also set the maximum number or records to display on the part and the subject type you would like to show (participant, entity, or staff). 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:
- My Dashboard
- Entity Dashboard
- Family Dashboard
- Group Dashboard
- Participant Dashboard
- Staff Dashboard