Summary

This article describes how to add additional widgets to the study homepage and how to further configure particular widgets. 

Table of Contents

This page describes how to add additional widgets to the study homepage and how to further configure particular widgets. Bear in mind that some widgets may be role-restricted. If you lack the permissions to view added widgets, they will not appear on your homepage.

Add More Widgets

The Widget Configuration page can be used to add more widgets to the Study Homepage.

  1. On the Study Homepage hover the mouse over the ‘Actions’ tab and select ‘Widgets.’
  2. The Widget Configuration page will appear containing the ‘Widget Layout’ window and any additional windows used to further configure a specific widget.
  3. The Widget Layout window is made up of three columns. The ‘Right Column’ and ‘Left Column’ correspond to the two resizable columns on the Study Homepage. Any widgets included in the ‘Hidden’ column are not included on the Study Homepage until moved to one of these two columns.
  4. To include another widget on the Study Homepage, click and drag the widget from the ‘Hidden’ section of the Widget Layout window to either the ‘Left Column’ or ‘Right Column.’
  5. After moving a widget, a notification will appear at the top of the Widget Layout window stating, “Study Home Layout Updated” in green letters.
  6. In the Widget Layout window, continue to drag widgets between the three columns until the desired layout is configured.



Note: Default widgets cannot be removed from the Study Homepage.


Further Configuration

Some widgets include support for additional configurations. For each such widget, the Configuration Page contains an additional widget window.

Averages Report

The Averages Report widget allows you to view the transition time between events such as the elapsed time between Data Entry and Query creation or the time it takes from creating an alert to closing the alert. Up to ten data points can be selected.

  1. On the Widget Configuration Page, locate the ‘Averages Report Field Selection’ window.
  2. Drag a desired field from the ‘Hidden Fields’ column to the ‘Selected Fields’ column to include the field in the widget on the study homepage.

Fields are identified by their type and by their starting and ending state.

Example: By adding the ‘Alert – New Closed’ field, you can see the average amount of time it takes for an alert to be closed after it is created.

After moving a field, a notification will appear at the top of the table stating, “Averages Report Fields Updated” in green letters.

Note: Once ten fields have been added, no more fields can be added until one is removed from the ‘Selected Fields’ column. Trying to add an eleventh field will have no effect on the ‘Selected Fields’ column.


Checklist

It may be useful for users to share checklists they create with other users. In such cases, workgroup administrators can grant specific roles permission to share their checklists.

  1. On the Widget Configuration page, locate the ‘Checklist – Sharing Role Selection’ window.
  2. Drag the Roles who should have permission to share checklists from the ‘Excluded Roles’  column to the ‘Selected Roles’ column.

After moving a role, a notification will appear at the top of the table stating, “Sharing Roles Updated” in green letters.

Subject Status

The Subject Status widget includes information related to how many subject statuses have changed since a designated time. This designated time can be configured on the Widget Configuration page.

  1. On the Widget Configuration Page, locate the ‘Subject Status Interval Selection’ window.
  2. Select the desired interval from the drop down list based on the following list:
    • Login – The system will count the number of subjects who have had the specific status since the last time you logged in
    • Week – The number of subjects who have had the status in the past week
    • Days – This category contains a list of intervals in days ranging from 1 to 60.


After selecting an interval, a notification will appear at the top of the table stating, “Subject Status Interval Updated” in green letters.

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