User Dashboard Configuration Overview

The purpose of this lesson is to provide instructions on how to set up the User Dashboard. The User Dashboard can be configured to show key parts of XPLAN that you use every day. It is your portal into key activities like your diary, tasks, up coming client reviews and multiple others.

When you first start using XPLAN your User Dashboard will will be set to a system default and will display like the following screen.

As a new user, you may take some time to decide how you want to configure your Dashboard. Use this information as a guide to set up your own User Dashboard, Tabs and Widgets.

XPLAN Champions may need to help other staff in the practice set up their User Dashboards. You can use this information as a reference.

User Dashboard Widgets

Further information on the available User Dashboard Widgets here

How to access the User Dashboard

The User Dashboard is the first screen displayed when you log in to XPLAN.

1. Whilst using XPLAN, you can return to the User Dashboard at anytime by clicking on the logo at the top left side of the screen; or
2. Click on the Home button and selecting Dashboard from the submenu.

Understanding the User Dashboard

The User Dashboard can be adjusted to display the information you require, based on your role. The

Dashboard screen is displayed by Tabs, and within each Tab widgets are displayed. 

1. Tabs - can be set up to suit individual users based on their role. For example, you could create a Tab for Main, Portfolios, Tasks, Reviews etc
2. Widgets - can be set up in each Tab to display the information you require. For example, in the Main

Tab you could set up a widget for your Diary, Recently Viewed Clients, Recent Notifications.

How to Add a Tab

To add a new Tab to your User Dashboard:

1. Click on the Down Arrow in the Tab you are currently in. A submenu will appear.
2. Click on the Add Tab menu option. A pop up box will appear, Add New Tab.

Name your new Tab

1. Ensure the option selected in the Type field is My Dashboard. (Please note, this may be the only option visible.)
2. Enter the Title of the Tab. In this example we are creating a Tab called Reviews.
3. Click OK. 

The Reviews Tab you have created will now be available in the User Dashboard.

How to Edit a Tab

1. Click on the Down Arrow within the Tab you wish to edit. A submenu will appear.
2. Click on Edit Tab to edit the name and number of columns within a Tab.
3. Click on Add Tab to add a new Tab.
4. Click on Remove Tab to delete the Tab you have selected.
5. Click on Load System Default to restore the widgets to the default settings. Please note if you select this option, any Tabs and widgets you have created will be deleted.

How to Add a Widget

1. Select the Tab you would like to add a widget to. In this example we have selected the Review Tab we have just created.
2. Click on the Down Arrow within the Tab. A submenu will appear.
3. Click on the Add Widget Menu option. A pop up box will appear, Add New Widget.

Choose the Widget from the Drop Down List

1. Click on the Widgets drop down box to display a list of Widgets available.
2. Select the Widget for the information you wish to display. In this example we have selected Incomplete/Upcoming Reviews.
3. Click OK.

1. Select / filter the criteria of the Widget you have selected. In this example:
   • Caption - enter the name you would like the widget to be called. You can call the widget based on the criteria you select for this widget. ie. "Upcoming reviews for my opt-in clients due within 7 days".
   • Clients - select if you wish to see just your clients or all clients you can view. 
   • Review Filter - select upcoming reviews or incomplete reviews.
   • Time Frame - select the time frame for the reviews, i.e if you only want to display all clients due for a review within the next week, select 7 days from the menu options available. 
   • All Types - if No is selected, the Review Type field will display options to choose from. Select Yes if you wish to view all types.
   • Review Type - this field will only display if No was selected in the All Types field. Select which type of clients are to be displayed in this widget.
2.  Click OK.

The widget you have just created will be displayed in the Tab you have created it within. In this example, the Upcoming reviews for my opt-in clients due within 7 days widget is displayed in the Reviews Tab. A list of clients will be displayed in this widget that meet the criteria selected.

You can add more tabs/widgets by repeating the steps outlined above.

How to Edit a Widget

Locate the Widget you wish to edit in the Tab:

1. Click on the Down Arrow and a submenu will appear.
2. Click on Edit Settings to edit the criteria for the widget.
3. Click on Delete this widget if you wish to delete the widget from the page.
4. Click on Minimise this widget to minimise the details displayed in this widget.
5. To rearrange/move the widget within a Tab, right click on the title of the widget and drag and drop the widget in the new location.