New and prospective users of policyIQ often inquire about our dashboard, and how it is used to make everyone’s life easier. Every time a user logs into policyIQ, the user’s Dashboard appears immediately, filled with various “buckets” of content that are automatically populated with content that fits the criteria of the particular bucket.
Some users feel that their dashboard lacks certain items–and this may be the case. However, it is SO easy to add, rearrange, and save buckets to your dashboard. Keep in mind that every user has a Dashboard that is unique them–meaning it can be customized to your liking, and no one else has access to it.
When you decide to add a new bucket to your Dashboard, simply navigate up to the blue toolbar, and click “Add”. The “Add Dashboard Items” menu will appear. Check the box next to the items you would like to add to your Dashboard, and then click “Save“. You Dashboard will refresh with all of the new buckets. Each of these panels can be clicked and dragged to a different area of the screen, allowing the user to put more important items at the top of the screen, and lower priority items further down.
Removing buckets from the Dashboard is even easier than adding them. Look in the heading of a given bucket for the small “X” that appears. Click this to remove the bucket. Oops! Didn’t want to do that? Just add it back in following the steps described earlier.
Within a given bucket, click the “Show All” link in blue to have all content within that bucket displayed.
Adding only essential buckets makes for easy and fast use of policyIQ. For example, for users that primarily approve forms, they could add the “Approve Forms” bucket to their Dashboard, and remove others. Other Advanced Users that regularly run the same reports can add the saved report to their favorites. Then, the user could add the “Favorite Reports” bucket to their Dashboard. Clicking one of the reports within this bucket will immediately run the report automatically.
To see how the process of adding new buckets can be completed in just a few seconds, check out our video that specifically deals with the Dashboard.