The Default Dashboard

Your default Dashboard will look like this when you log in for the first time however you can customise it to suit your needs.


Adding Widgets

To add custom widgets to your Dashboard click on the Add Widget button located in the top right corner of your Dashboard. You will then be shown a drawer with all of the different Widgets that you can add. Simply click on the one you'd like and it will be added to your School Dashboard.


Editing Widgets

On each widget, there will be a Settings and Delete icon.

Clicking the Settings icon will bring up the individual settings for that widget.

Here you will be able to rename the Widget, chose whether to include an Avatar, Start/Leave Dates and choose which Tags and Profiles to include:

Clicking save will immediately update it.

You can remove the widget by pressing delete and confirming the action.


Types of Widget

Profile Types Summary Widget

This Widget will appear by default and displays the profile type avatars so that you can quickly see profile counts and navigate to those specific types.

In settings, you will be able to choose which profile types are shown on the Dashboard widget

Profile Scores Bar Chart Widget

This Widget will appear by default and displays a Bar Chart that gives the score breakdown for your profile types.

In settings, you will be able to choose which profile types and rating systems are shown on the Dashboard widget

Organisation List Widget

If you are part of a Trust and have access to a number of Organisations, this Widget will display a list of organisations available to you (based on your Permissions) and will let you switch between them.

In settings, you will be able to choose whether Ratings are shown on the Dashboard Widget. You can also choose whether you’d like Rating Percentages to be shown or not.

Profile List Widget

This Widget allows you to scroll through a list of all Staff profiles and open profiles from the dashboard.

Here you can set Filter Logic Conditions that will determine which Profiles appear in the Widget, this makes searching for incomplete Profiles from the dashboard quick and simple.

For more information on our conditions logic, please see our Help Document on Setting Conditions.

You can also choose whether or not you want to be shown Start/Leave dates on the Dashboard Widget and change the title of the Widget.

Profile Scores Pie Chart Widget

This Widget displays a pie chart that shows an overall score for your organisation.

In settings, you will be able to choose which Profile tags and rating systems are shown on the Dashboard widget.

Profiles with Expiring Checks List Widget

This Widget will display a list of all Profiles that have expiring checks in chronological order.

If a check has expired it will be displayed in red, if it has an upcoming expiry date it will be displayed in amber. Expired dates will be listed first.

List of Expiring Checks Widget

This Widget displays a list of all checks that have an expiry date and their status.


Example: Creating a DBS Renewal Widget

You could use the Profile List Widget and Filter Logic Conditions to create a DBS Renewals Widget.

To set this up you will need to add a Profile List Widget and use the settings to customise as below:

You can of course customise this to suit what you want to show and even add multiple versions of this to the Dashboard if you wish.

Once you have finished making changes, click Save. This will now display all Profiles with upcoming DBS Renewal dates clearly on your Dashboard.


Moving Widgets

Once you have chosen which Widgets you would like displayed on your Dashboard you can move them around by clicking the Header bar and dragging them.


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