Creating a New Active Home Page

When you create a new Active Home Page, you will configure the display by selecting from configurations options in the CREATE NEW screen.

To create a new Active Home Page:

1. Go to SYSTEM > ACTIVE HOME PAGE ADMIN.
   
   The landing page displays a thumbnail image of each Active Home Page that has been created. See Viewing Active Home Page Thumbnails.
   

2. Click the CREATE NEW button in the top right corner.
   
   
   
   The new Active Home Page screen displays. With the exception of the edit icons in the top right corner, it will be gray and no content will display.
   
   
   

3. Click the EDIT DASHBOARD icon in the top right corner of the screen.
   
   
   
   The Edit Dashboard screen displays. This screen allows you to choose the visual layout of the widgets for the Active Home Page.
   
   
   
   
   Give the Active Home Page a title.
   
   In the TITLE field, enter a name for this Active Home Page. Example: Auditors' Home Page.
   
   
   Configure the visual layout of the widgets.
   
   The Edit Dashboard screen provides five layout options for widget placement. Select the layout that best suits your users' needs by clicking the button next to your desired layout. The  dotted lines of your selected format will display in blue. If necessary, you can change the layout later. See Editing an Active Home Page.
   
   
   
   
   Click CLOSE.
   
   
   
   

4. Click the ADD NEW WIDGET icon.
   
   
   
   A dialog box with all widget options displays.  Click on the name of the widget (in orange) you want to display on the dashboard. As soon as you click the widget name, the widget will display (most recent on the top) on the dashboard edit screen.
   
     
   
   For a description of each widget and its configuration options, see:
   
       • CAM Widget Setup*
   
       • Links Widget Setup*
   
       • Message Widget Setup
   
       • News Widget Setup
   
       • Program Compliance Widget Setup*
   
       • Recent Audit Results Widget Setup
   
       • RSS Feeds Widget Setup
       
       • Search-Driven Analytics Widget Setup
   
       • Video Widget Setup
   

*RizePoint recommends that only one widget of this type be configured per Active Home Page.

WIDGET NAME	DESCRIPTION
CAM*	Display Corrective Action Management information.
Links*	Display the user's shortcut links.
Message**	Display a custom, formatted message.
News/Bulletin Board**	Display the news. You can customize links to things like training manuals, policy manuals, etc.
Program Compliance*	Display Program Compliance information.
Recent Audit Results*	Display recent audit results.
RSS Feeds**	Display the RSS feeds.
* There can only be one widget of this type configured per Active Home Page. ** You can configure as many widgets of this type as you need on an Active Home Page.

 

Select only one widget at a time. To add an additional widget, select the ADD NEW WIDGET icon (see step 4 above). Each time you click the widget name, the widget displays (most recent on top) on the dashboard edit screen.

5. Click CLOSE. The dashboard with the widgets you have selected will display with the new name.

6. Now that you have selected the widgets and the visual layout, click the SAVE CHANGES icon.
   
   
   
   
   

You must click the SAVE CHANGES icon before leaving the CREATE NEW page. If you do not click SAVE CHANGES, the dashboard configuration you created will not be saved.

7. Click the RETURN arrow next to the name of the Active Home Page to return to the main landing page. A thumbnail of the dashboard you created will display there.
   
   

See Editing an Active Home Page Dashboard.

See also Navigating through the Active Home Page Widgets.