Using Digital Dashboards

A digital dashboard is a workspace that provides access to many common functions within Aptify. In many cases, a user can perform all of his or her common day-to-day tasks directly from one or more dashboards without having to access the Folder List or individual views.

This topic contains the following sub-topics that describe how to use dashboards:

• Opening a Dashboard
• Resizing a Dashboard Area
• Resizing a Dashboard Part
• Switching Dashboards
• Specifying a Default Dashboard
• Adding a View to a Dashboard
• Creating a Personal Dashboard
• Creating a New Dashboard
• Managing Dashboards

A dashboard typically contains one or more of the following elements:

• Buttons that perform specific actions, such as running a wizard, when clicked.
• Views that display records of interest to the user. A dashboard can contain any type of view, including Charts, Calendars, Pivot Tables, Maps, and Gantt Charts.
• A list of Most Recently Used records.

• Information from the user's Microsoft Outlook account, including emails and Calendar items.

  Aptify's integration with Microsoft Outlook requires Microsoft Office to be installed on the server hosting the Aptify Desktop client or Aptify web interface. See the systems requirements page for your release for more information about the required version of Microsoft Office.

• A Web browser window.
• Application-specific components, such as the Housing Management dashboard that displays information about available housing blocks.

Each Aptify Application, including Customer Management and Order Entry, has one or more associated dashboards. In addition, the system provides a main dashboard that appears each time a user opens the Aptify client application and each time a user selects Home from the Navigation Bar or Folder List. A sample main dashboard is shown below; it includes a Most Recently Used dashboard part, a calendar view part, and a chart view part.

Digital dashboards are made up of dashboard areas, each of which contains one or more dashboard parts. (Each of the items in the list above appears in a dashboard part.) Basic properties may be set at the dashboard level, such as background color and borders. The dashboard areas are the sections displayed on a dashboard, while the dashboard parts define the specific items that are included in each dashboard area.