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Home Page Widgets
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Home Page Widgets

Introduction

OpenSpecimen allows users to personalize the Home page with “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

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

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

    image-20240814-104519.png

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

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From v11.x - 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.

Supported Widgets

  • Collection Protocols

  • Carts

  • Containers

  • Queries

  • Distribution Protocols

  • Orders

  • Shipments

  • Survey Collection Protocols

  • Projects

  • Workflows

Increase/Decrease the Width of the Widgets

  • Click on the 'Widget' button present in the top-right corner.

  • Click on the 'Width' dropdown and select any width you want from the available range.

Expand Widget

Users can expand the widget by clicking on the expand icon.