1 Introduction
2 Video
3 How to customize home screen
- 3.1 Add/Remove Widgets
- 3.2 Supported Widgets
- 3.3 Increase/Decrease the Width of the Widgets
- 3.4 Expand Widget
- 3.5 Rearrange Widgets
- 3.6 Search
- 3.7 Favourites

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:

Only see the cards that user mostly worked on
Easy to search within the home page itself
Easy to navigate
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

To add widgets, click on the 'Widget' button present in the top-right corner
Uncheck or check the checkboxes to add/remove the required widget.

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.

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

Rearrange Widgets

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

Click on ‘Widgets' at the top right corner on the 'Home Page’ → Arrange the modules by dragging and dropping them to the designated location.

Search

You can search for your required CPs, carts, queries, and so on from the home page itself within the widget.

Favourites

Users can easily set their favorites by 'starring' the titles of each module. This feature ensures that the starred items are prominently displayed at the top of the lists, providing quick and convenient access.

Home Page Widgets