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OpenSpecimen allows users to personalize the Home page with "quick access" “quick access” widgets for a more efficient and streamlined experience.

Advantages of setting up Widgets:

  1. Only see the cards that user mostly worked on

  2. Easy to search within the home page itself

  3. Easy to navigate

  4. Mark important items (Collection Protocol, Container, Queries etc) as star ★, so those will be displayed on top

Video

Widget Connector
overlayyoutube
_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width400px
urlhttps://www.youtube.com/watch?v=7v2hCopujuo
height300px

Customize Home Screen

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How to customize home screen

In version 11 and beyond, we have updated the default Home Page View to enhance user experience.

The home page has transitioned from the traditional card-based view to a more streamlined design that automatically showcases the module you use most frequently. This update eliminates the need to load all cards and data each time you navigate to the home page, enhancing overall efficiency.

For both new and existing users who have not yet selected their widgets, a one-time setup is required to customize your home page. Once you have configured your preferences, they will be saved and applied automatically each time you log in.

Add/Remove Widgets

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  1. To add widgets, click on the 'Widget' button present in the top-right corner

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  2. Uncheck or check the checkboxes to add/remove the required widget.

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From v11.2, users logging in for the first time will not have default widgets configured and they can configure their home screenx - New/Existing Users - Users who have not previously selected the Widgets will need to make a selection in order to view the customized home page. This setup is a one-time process and will be remembered each time users log in.

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Supported Widgets

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  • Collection Protocols

  • Carts

  • Containers

  • Queries

  • Distribution Protocols

  • Orders

  • Shipments

  • Survey Collection Protocols

  • Projects

  • Workflows

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Expand
titleExpand widget steps
  • Click on the 'Expand' button present in the top-right corner of each individual widgetswidget.

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Rearrange Widgets

Users have the ability to can rearrange widgets, ensuring that the most frequently used modules are positioned at the top.

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  • Click the search icon next to the particular widget and type in the name.

    image-20240814-104856.png

Favourites

Users have the option to set can easily set their favorites by 'starring' the titles of each module. This feature ensures that the favored starred items appear are prominently displayed at the very top of the lists, making them readily accessible.providing quick and convenient access.

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image-20240814-105400.pngImage Modified