19. Customizing Dashboards

A dashboard is a user interface that organizes and presents information in a way that is easy to read. Within the DCM, this concept is a configurable option and, at its heart, a business intelligence dashboard that provides data visualization widgets that display the current status of metrics and key performance indicators (KPIs). Standard dashboard widgets include:

Caseworker's current open cases
Caseworker's current overdue tasks
All Cases
All Tasks
IA Analytics

Creating different dashboards with different information and layouts allows caseworkers to select multiple dashboard layouts. By selecting from a library of standard widgets, charts, and controls, a caseworker can switch between different views of the data contained in the solution.

Steps

Go to
→ DCM Training
Navigate to
→ Setup
Navigate to Forms and Pages. Here, you can see three menus to work with dashboards: Dashboards, Dashboard Settings, and Dashboard Widgets.
Select Dashboards. You will find the Default dashboard. We will keep this default dashboard and create a new one from here.
Click the plus sign icon to create a new customized dashboard.
Enter My Dashboard for the Name of the dashboard. The Code field will be auto-populated based on the name you entered (but you can override this if you like, ensuring that there are no special characters or whitespaces used)
As a Description, insert 'My First Dashboard'.
Save your new dashboard.
Click on the hyperlink of your new dashboard to open it.
You will find an empty area with a predefined layout of three columns. You can add predefined widgets to each one of these columns.
Remove one column and re-size the other two to have the same width.
Click on Add Widget (1) link on the left column. On the Available widget's window, select Summary (2) and then My Cases Total widget, then click on Add Widget button (3).
Check your dashboard with the following image. This newly added widget will show the total number of cases of your solution.
Click on Add Widget link on the right column. From the Available widget's window, select Miscellaneous then Image, then click on Add Widget.
This new widget needs additional configuration. To do that click on Configure Widget gear icon
at the upper right corner.
In the Configure Widget window set the Name to Logo. Click on the magnifier icon to select the image file png from your Practice Resources folder. Click on Open to upload the file to DCM.
Once the file is uploaded, DCM will use its internal reference for the file as cms://seqnumber_timestamp.
Our new dashboard is ready to be used in the Case Management area.
Go to the Case Management. Notice that we will not see our new dashboard until we select it from the list of dashboards.
To set our new dashboard as default, we need to disable the Default dashboard, go back to the Setup area.
Navigate to Forms and Pages → Dashboards
Click the gear to open the Control menu and click the Disable option.
Deactivated Dashboards will appear with a red shade and a strike-through effect to indicate that they are no longer in force.
Go back to the Case Management Notice that we only have our new dashboard on the list of dashboards.
Add a new widget to My Dashboard to access an external web page. Delete the Image widget with the logo by clicking the cross button on the top right corner of the widget.
Click on Add Widget. On the Available widget's window, select Miscellaneous at left and URL from the right, then click on Add Widget button.
Click on the Configure Widget gear icon at the upper right corner and insert the following URL: https://adminlte.io/themes/v3/
Resize the columns to get a full view of the URL/page.
Add a Coded Page widget under the My Cases Total.
Select the Simple Tab Example coded page from the Coded Page dropdown list.
This coded page is built on Activity 17.
Try the widget looking for a valid zip code. For example, use 90025 for Los Angeles, CA.
Close the Dashboard tab.
Next Steps
20. Working with Letter Templates

Steps

Next Steps