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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.

Instead of the old card-based view, the home page now automatically displays the module that you use most frequently. This also removed the overhead of loading all the cards and data every time when user navigates to home page.

For new and existing users who haven't previously selected widgets, you'll need to do a one-time setup to customize your home page. Once configured, your preferences will be saved and applied every time you log in.

Add/Remove Widgets

 Click here to expand
  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.

image-20240814-104232.png

From v11.x - New/Existing Users - Who has not selected the Widgets erlier, they will have to select to see the customize home page. This is one time setup, and will be remebred everytime that users logged in.

image-20240814-112241.png

Supported Widgets

 Click here to expand...
  • Collection Protocols

  • Carts

  • Containers

  • Queries

  • Distribution Protocols

  • Orders

  • Shipments

  • Survey Collection Protocols

  • Projects

  • Workflows

Increase/Decrease the Width of the Widgets

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

    image-20240814-104530.png

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

    image-20240814-104437.png

Expand Widget

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

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

image-20240814-105031.png

Rearrange Widgets

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

 Click here to expand...

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

Rearrange_Widgets.mov

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

 Click here to expand...
  • 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 favourites by 'starring' titles of each module. This ensures that the favourites items appear at the very top of the lists, making them readily accessible.

 Click here to expand...

image-20240814-105400.png

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