FootPrints: Dashboard

  

NOTE: FootPrints Dashboard components can be moved around the homepage using drag-and-drop.

Footprints homepage settings.
 

The components that can be added to the dashboard for display on the FootPrints homepage are:

  • Chart—When you select this component, you then select which chart to display from a drop-down field. Options are "Received vs. Closed" and "Active" Issues. If you select "Received vs. Closed" you must select the time period for which FootPrints will account and whether to display your Issues only or all Global Issues. The component then displays the Issues that were received and the Issues that were closed during the designated period for the designated agent(s).
  • Currently Logged In Users—Lists the number and IDs of users logged into the current project. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
  • Custom Defined—Enter custom code to display anything you want in the dashboard component. This can be HTML, javascript, etc.
  • Global Issues—Lists the Global Issues. Links in the Global Issues component can be clicked to access the Issue and create a linked Issue. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
  • Most Recent Solutions—Displays the most recent solutions in the Knowledge Base. You must designate how much of the solution Title field is displayed.
  • My Assignments—Lists the Issue number and Title of the user's active assigned Issues. The list entries are linked to the Issues. Clicking on a list entry displays the Issue. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
  • Pending CM Approvals (if you are a Change Management approver)—Lists Change Management Issues for which you are an approver and which still require a vote. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
  • Pending KB Approvals (if you are a Knowledge Base approver)—Lists submitted Knowledge Base solutions for which you are an approver and have not yet been approved. When specifying this component, you will be asked to set the number of records to display on the first page of the list.
  • Project Totals—Lists the number of Issues broken down by status. Click on the status to display the Issues in the main frame.
  • RSS Feed—Lists entries from your selected RSS feed. When specifying this component, you will be asked to set the number of records to display on the first page of the list and the URL for the RSS feed. RSS stands for “Really Simple Syndication”. RSS feeds refer to a set of formats used to publish frequently updated content. Web blogs and Internet news sites often provide RSS feeds. The feed contains a summary of content from the site. RSS enables you to obtain these summaries automatically.
  • Requests—Lists customer requests.
  • Today's Appointments—Lists your appointments for the day.
     

To Add a Dashboard Component to Your Homepage:

Footprints add component button.

1. In the Available Components field, click the dashboard component to be displayed. Only one component can be selected at a time. Fields are displayed for any additional settings you need to enter.

2. Enter any additional settings.

3. Click Add Component. The dashboard component is displayed as an icon in the Current Dashboard area. Mouse over displayed dashboard components to see what is included in the current dashboard.

4. Enter your password in the Apply Changes field at the bottom of the page and click SAVE. If you skip this step, the changes will not be saved.


To Edit a Dashboard Component:

1.  In the Current Dashboard area, click the dashboard component to be edited. Only one component can be selected at a time.  The following buttons are displayed:

Footprints dashboard components buttons


2. Change settings as needed.

3. Click Complete Edit to save the edits or click Cancel Edit to leave the dashboard component settings unchanged.

4. Enter your password in the Apply Changes field at the bottom of the page and click SAVE. If you skip this step, the changes will not be saved.


To Delete a Dashboard Component from Your Homepage:

Footprints dashboard components buttons.

1. From the My Preferences page in the Current Dashboard area, click the dashboard component to be deleted. Only one component can be selected at a time. The following buttons are displayed:

2. Click the Delete Component button.

3. Enter your password in the Apply Changes field at the bottom of the page and click SAVE. If you skip this step, the changes will not be saved.

NOTE: You can delete all of the dashboard components at once by clicking the Delete All button next to the Current Dashboard area. The deletion is not saved until you enter your password in the Apply Changes field at the bottom of page and click the GO button. Finally, you can delete the dashboard component directly from your homepage by clicking the X in the upper right corner of the displayed component. However, if you delete the component using the X, it will be redisplayed the next time you log into FootPrints.

Footprints apply changes text box.
 

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1/30/2017 4:51:16 PM