Customise Your EdSmart Dashboard

Owned by Rizad Akar (Unlicensed)
Last updated: Mar 26, 2023 by Teresa Lennie (Deactivated)
3 min read

Overview:

Staff members in a school can have different roles that they undertake. Each role may require a staff member to use different parts of EdSmart or undertake different tasks.

To enable you to work in the most efficient way and have those parts of EdSmart that you work with more often at your fingertips: using the concept of a customisable dashboard you can arrange the dashboard to suit your needs.

This functionality enables you to:

  • Unlock some widgets on the dashboard and move them to other parts of the dashboard.
  • Remove them entirely.
  • Move your major tasks to positions on the dashboard to access them more readily.

How to customise your dashboard:

We have added a 'Customise' button on your dashboard 


On clicking here you will be taken to a drag and drop widget page. 

To add a widget:

To add a widget simply drag and drop from the left-hand panel to the page. 

To remove a widget:

Click on the drop-down on the widget and click  'Remove'. Once you have redesigned your dashboard click 'Save'. 


Based on your role in EdSmart your Dashboard requirements might change, but as a best practice guide we recommend the dashboard set up with the following widgets. 

  1. My Current Work - Displays a list of all Forms/Slips you are currently working on, completed and/or involved in the workflow for.
  2. My Current Processes (Transform tier only) - Displays a list of all Processes you are currently working on or involved in.
  3. Email Bounces (Administrator accounts) - Shows a list of email addresses that have not received a Slip/Form due to a an email bounce in the last 30 days.
  4. Requiring Your Action - This widget shows a list of a User's Slips/Forms that's awaiting their action. This could include; School Form Staff Member Edits, Forms Created by Someone else on Behalf of the User and also Forms/Slips requiring Approval.
  5. My Calendar - This displays Slips that have been created by the User and displays them based on the Date Range set in the Slip. This widget also shows when Slips are due by from the Parents.
  6. Slips at Due Date - This widget specifically shows when slips are due by from Parents.
  7. Get Started (Trio: Apply For/Start a New/Send a New) - Contains links to the most commonly used Templates within your school, as determined by the Template managers.

Just a reminder that this is just a recommendation and you can use as many of these widgets you think would help you go about your day to day operations within EdSmart. The aim is to organise your Dashboard so that you can conduct most tasks straight from your Dashboard as efficiently and as effectively as possible.