How do I customise my dashboard and add widgets?
What's on the dashboard, adding record tables in My Profile, reordering widgets, what Support sets up and fixing missing tables.
Key Points
The dashboard is the first screen you see when you log in. It shows widgets, such as My Upcoming Shifts, and record tables.
You choose your own record tables on the Dashboard tab of My Profile.
Staff with access can use the Edit Dashboard button (the pencil icon) to change the order of their widgets.
What you can see on the dashboard depends on your Groups and permissions.
Some settings apply to everyone and are set by FlowLogic Support, such as default tables for all staff and dashboard charts.
What's on the dashboard
| Widget | What it shows |
|---|---|
| My Upcoming Shifts | Your next shifts, and any shifts from the last 24 hours that aren't completed. Cancelled shifts show in red. |
| Upcoming Calendar Events | Appointments for clients you can access, and records due in the next 7 days. |
| KPI Widget | Whether staff or client compliance documents are up to date. See What does the KPI Widget show? |
| Charts | Graphs of your reports, built for you by FlowLogic Support. |
| Record tables | Records from a Form you choose, such as shift notes, Staff Documents or the Notice Board. |
Adding record tables to your own dashboard
These steps change your dashboard only. To add or change record tables on everyone's dashboard, contact FlowLogic Support.
Click your name at the top right and open My Profile.
Select the Dashboard tab.
Under Record Tables, choose a Form for each table, for example shift notes for Table 1.
Save.
Each table shows the records you have permission to see, newest first. Click a column heading to sort it, or download the table to CSV. Tables can't be filtered.
Changing the order of widgets
Editing the dashboard needs a Right, so not all staff can do it.
Click the Edit Dashboard button, the pencil icon next to Dashboard at the top of the page.
Move the widgets into the order you want.
Save.
If you don't see the pencil icon, you don't have access to edit the dashboard. Ask your FlowLogic administrator.
What FlowLogic Support can set up for you
Contact FlowLogic Support to:
Add or change record tables on all staff dashboards, such as the Notice Board.
Show more record tables, or more shifts and days in My Upcoming Shifts.
Turn widgets on or off for some Groups.
Set up KPI Widget tabs and document types.
Build dashboard charts from your reports.
Default tables apply to all staff. Each person can still change their own tables in My Profile.
A table or widget isn't showing
A record table is empty or missing: check you've saved it on the Dashboard tab of My Profile, and that you have read access to that Form. Re-save your dashboard settings if a table was set up for you but doesn't appear.
The Notice Board is missing: you need access to the Notice Board Section, and it only shows notices from the last 30 days.
Fewer shifts than expected: My Upcoming Shifts only shows a set number of shifts and days ahead. Check the Roster Schedule for the full list.
A widget has disappeared: your Group may not have access to it. Ask your FlowLogic administrator.