My Dashboard

#Enterprise Dashboard, Links

Updated over a week ago

My Dashboard displays the most recent information recorded for Participants, Entities, Groups, etc. It can also include a search to link to Participant or Entity Dashboards. It will also display reports or query results, as created by the administrator or User. Users can access My Dashboard by selecting the labeled quick tab at the top of the software from any page. Administrators can make this the default landing page for all Users (if a User does not have access to the Dashboard because they are signed in as a role lower than staff, they will be redirected to the homepage.).

The User’s Dashboard is not geared toward a specific Participant. It is aimed toward a User’s collective work in the specific Program that they are logged into currently.

On the "Manage My Site" page, there is an option to "Make 'My Dashboard' the landing page," which means that My Dashboard will be the default screen all Users will see upon login. The Home Page can then be accessed through the link in the upper right corner of the software.

When editing the My Dashboard Dashboard Template, remember that it defaults to the role of Staff-level User. You can change this default User level by using a Custom Rule to include other roles.

Default ETO Parts for My Dashboard

  • Dashboard Search

  • Recent Participants/Entities

  • Action Links

  • Recent Efforts

  • Recent Assessments

Click the "Edit Dashboard" button to rearrange the ETO Parts within the 5 available zones (top, left, middle, right, and bottom) or add additional parts.

Additional ETO Parts for My Dashboard

Click the Add ETO Parts button to access the catalog, which includes the following ETO Parts:

  • Action Links

  • Custom Page

  • ETO Insight

  • Groups

  • My Caseload

  • Query Wizard ETO Part

  • Recent Assessments

  • Recent Disbursements

  • Recent Efforts

  • Recent Participant/Entities

  • Recent Referrals

  • Recent TouchPoints

  • Report

  • Search

  • SharePoint List

  • Staff Caseloads

Check the box or boxes for the desired part(s), determine the zone it should appear in from the drop-down menu, and click the Add button. Note that the same part can be added more than once. Each part can also be disabled, minimized, and the banner message can be edited once it is added. Click the Reset to Default button to return to the original configuration containing the ETO Parts listed above.

Did this answer your question?