Program Settings Purpose
The purpose of Program Settings is to configure each widget displayed on the main dashboard.
Program Settings Overview
Each widget will be displayed in the program settings as a tile. The color of the tile will match the color of the widget displayed on the main dashboard. Tiles displayed in the program settings are based on the program subscription.
Additionally there are two types of program widgets: Platform Internal and External Programs. Internal widgets represent data inside the system and external widgets are data outside of the system.
Two types of widgets displayed in the program settings:
- Fixed - These widgets will always be displayed on the main dashboard.
- Dynamic - These widgets will only be displayed if they have configured to be visible within the main dashboard.
A widget can contain three types of content as well: static content, dynamic content, and content-driven or user-data content.
Widget content may be organized by "all locations" or a specific location. A drop-down menu is provided in the configuration for each widget for viewing this information based on the selection.
A drop-down is provided within the main dashboard for selecting a location. Once selected, the dashboard will refresh to show content for that location within the widgets.
Accessing Program Settings
To access these settings, click on Admin > Settings. Displayed widgets within this program settings will depend on your program subscription. To view the widget details and make configuration changes, click on the tile in this screen.
Tabs used to configure each widget will vary depend on what one has been chosen in the Program Settings; however, the Properties Tab for each widget will have the same options.
Widget Properties Tab
Each widget will have a Properties Tab that may be viewed after clicking on the tile. The Properties Tab contains three fields that may be used to customize the widget.
- Widget Title - This is the name of the widget and will be displayed at the top for the viewer.
- Widget Visibility - This defines who will be able to view the widget in the main dashboard.
- Tooltip - This information will be displayed when the viewer hovers their mouse over the Information Icon for the widget. It provides the viewer with more information about the widget.
The steps for making changes to each of these items are covered below this section of the page.
How to Change the Widget Title
The Widget Title is dynamic meaning it can be defined and changed within the widget properties. To change the widget title, complete the following steps:
Step 1: Click on Admin > Settings.
Step 2: Select the widget by clicking on the corresponding tile. The tile color will match the color of the widget as displayed in the main dashboard.
Step 3: Click on the Properties Tab.
Step 4: Click on the Title field to enter the new widget title.
Step 5: Click Save to save the title change.
If the title change does not appear when returning to the main dashboard, try refreshing the screen.
Changing Who Can View the Widget
As part of the widget properties, you can change who can view the widget upon logging into the system. This configuration can be found on the Properties Tab after selecting a widget in the settings.
To change the widget visibility configuration, complete the following steps:
Step 1: Click on Admin > Settings.
Step 2: Select the widget by clicking on the corresponding tile. The tile color will match the color of the widget as displayed in the main dashboard.
Step 3: Click on the Properties Tab.
Step 4: In the Widget Visibility section, you may change who has visibility (associate and/or spouse/domestic partner). For example, the widget may be visible to only associates, only spouses/domestic partners, or both.
- Removing Groups - If groups are currently selected, they will appear next to "Select who can view widget" with an X. Click on the X may to remove a group and then save the change.
- Hide the Widget from View - If the widget should not be visible to anyone, then all groups must be removed using the X and the changes will need to be saved.
- Adding Groups - Click on the Select who can view widget field and then select a group option from the drop-down menu. More than one group can be added here.
Step 5: Click Save to save the visibility change.
Changing the Widget Tooltip
The Widget Tooltip is dynamic meaning it can be defined and changed within the widget properties. To change the widget tooltip, complete the following steps:
Step 1: Click on Admin > Settings.
Step 2: Select the widget by clicking on the corresponding tile. The tile color will match the color of the widget as displayed in the main dashboard.
Step 3: Click on the Properties Tab.
Step 4: Use the rich text editor to enter a new tool tip for the widget or to make any needed changes to the tooltip description.
Step 5: Click Save to save the tooltip change.
If the tooltip change does not appear when returning to the main dashboard, try refreshing the screen.
Troubleshooting FAQ
If content is defined as corporate-specific and location-specific, which will be visible to the user?
The location-specific content will be visible to the user before the corporate.
In order for the corporate-specific content to be visible, you will need to configure the status of the location-specific content to "inactive".