Program Compliance Widget Setup
The Program Compliance widget displays both tasks by type and overdue
or upcoming tasks. This widget can be configured by the administrator
to display only the Overdue / Upcoming Tasks without the graph. This is
the preferable view if you only have one task type for your locations.
To view this widget from the perspective of an end user, see Program
Compliance Widget.
To Customize the Program Compliance Widget
- Go to SYSTEM > ACTIVE HOME PAGE ADMIN.
- Click the cog wheel of the Active Home Page you are editing, then
select EDIT. In this example, we are using the AUDITORS' HOME PAGE.
Alternatively, you can also access this active home page by
clicking the name of the home page (in orange font) at the bottom
of the thumbnail.
- Navigate to the Program Compliance Widget. If you need to add this
widget to the active home page, see Creating
a New Active Home Page. Click the cog wheel icon to enable
EDIT WIDGET CONFIGURATION mode. The Program Compliance widget's dialog
box will display.
- From the dialog box you can customize two components:
•
TITLE - text in this field will
display at the top left corner of the widget; the default text is
Program Compliance.
•
SHOW GRAPH toggle checkbox
- check this box to display a completion graph of Program Compliance
task types. If the box is checked, the "Task Completion By Type
(calculation based on assigned tasks)" graph will display as
shown:
- Click APPLY to save the new edits. Click CANCEL to discard changes
to the dialog box. You will be redirected back to the Active Home
Page.
- View the newly-customized News widget on the Active Home Page screen.
- To save edits in any widget, you must click the SAVE CHANGES icon
in the top right corner of your screen. If you do not click this icon,
your changes will not be saved.
