Dashboard

The Dashboard form is used to select and display dashboard 'widgets' which are components that display specific information of interest to the User from other areas of AyaNova.

Each role and user type have different dashboard widgets available to them.

Widgets will display in many formats including lists or graphs or calendars depending upon the purpose and type of data being displayed.

Authorization Roles required

This form is available to all User's who have the Home -> Dashboard form available (not Subcontractor or Customer type users).

Dashboard widgets are available to specific roles so the widgets available vary depending upon the roles assigned.

How to access the Dashboard

From the Home navigation pane Dashboard item

How the Dashboard works

Widgets are selected and added to the dashboard for display on any device the same User logs in to.

Auto-refresh

Most widgets depend upon data retrieved from the server. Widgets will refresh themselves automatically every 5 minutes plus an additional random value of up to 60 seconds which is added to ensure all widgets are not updating at the exact same moment.

When the view is changed to another form, the widgets are destroyed and no longer refresh. When the view moves back to the dashboard the widgets are re-instantiated and refreshed immediately and then on a cycle afterwards.

Adding widgets

When a User first opens the Dashboard it will be an empty form with an Add button. Click on the Add button (or the Add menu item option) and a list of Dashboard widgets available to that user will be presented. Clicking on a widget in the list will add it to the display.

Widgets are automaticaly added to the final position rightmost / bottom most but can be re-ordered.

The Dashboard menu contains the Help and About AyaNova standard options as well as a duplicate of the Add button link.

If the User is a scheduleable type there will also be two additional menu items providing a shortcut for them to view their Work order item scheduled user and Labor lists filtered to show their own items.

Each widget has a context menu at the top right with a several options available.

New

If the widget represents an item that can be created in AyaNova the New option is presented to create a new record of that type. Not all widgets will have a New options.

Refresh

This option, if present, forces the widget to update itself from the server immediately.

First

The First option moves the widget to be displayed in the first position which is topmost and leftmost depending upon the display size and orientation.

Backward

This option swaps places with the widget one place to the left (or one level upwards if displaying in a single column).

Forward

This option swaps places with the widget one place to the right (or one level downwards if displaying in a single column).

Last

The Last option moves the widget to be displayed to the last position which is bottommost and rightmost depending upon the display size and orientation.

Remove

The remove option removes the widget from display.

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