Pinned Items on Dashboards: A 7.7 Feature that Flew Under the Radar

While the release of policyIQ version 7.7 brought some big features to the software, there were a few smaller ones that didn’t gain as much attention as they deserved.  One of those is called Pinned Items.

Pinned Items

Pinned Items is a feature available to Site Administrators under the Tools & Settings menu on the left hand navigation.  This tool is used to “pin” items (Pages, Files, Public Form Templates, or Reports) to their user’s dashboard item “Pinned Items”.  Think of it as “universal favorites” for your site.  The appearance of the Dashboard item is not in the individual user’s control.  Instead, it appears automatically at the top of Dashboards, and only if an item has been pinned.  Moreover, the security settings of that item still apply even if the item has been pinned.  When all pinned items have been removed, the Dashboard item will be automatically removed from the dashboards on which it appeared.

Pinned_Dashboard

Finally, and most importantly, local security (security at the content level) still applies to items that are pinned.  For example, suppose you have a published page and you’d like to pin it.  The security settings on the page itself are set up to allow 5 our of 10 total users to see it.  If this page is pinned, it will appear automatically on the Dashboard for those 5 users.  Users who do not have viewership of the page will be unaffected, and wont see the page or Pinned Items Dashboard item.

Common uses of Pinned Items:

So far, clients have applied Pinned Items in several ways.  The three most common?

  1. Instructional content -Some Site Administrators have wanted a way to put instructional content (either related to their pIQ content, business practices, or
    pIQ-specific instructions) in front of their users that is ultra easy to find.
  2. Favorite Reports – Each user has the option to add reports to their favorites (which is another Dashboard item).  The problem is that each user has to individually add these themselves.  Pinning a report solves that problem, and opens it up to anyone with proper access.
  3. Others – ANYTHING that you want to put in front of your users.  Specific content, a reminder of a corporate policy, etc.

Let us know if you have questions about this feature, others, or best practices!  We are always happy to help.  policyIQ: 866-753-1231

 

Your Dashboard: Quick Access to Your Important Content!

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.

Dashboard_buckets

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.

Dashboard

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.