Widgets

$images\btn_mini.jpg$ Related Topics $images\btn_mini.jpg$ Getting Started

The right panel on the home page can be opened by clicking on the Personalize Homepage menu to the right of the tabs and selecting Toolbox. This panel contains widgets that you can customize to search for information such as the most recently accessed people or entities. These widgets may be placed directly on the home page or on customized home page tabs that you can create. When placing widgets on a tab, the widgets can display in one or two columns.

$images\icn_exclaim.jpg$ If your site has implemented home page templates via Suite Manager, you may not have the ability to customize the home page by adding widgets and/or tabs. See your system administrator for more information.

Your System Administrator can make the following widgets available on the home page:

§ Alerts

§ New Matter Alert (eCounsel only) – New matters that are entered in eCounsel and to which you have been added as a player will display in this list until you delete the entry on the widget (by clicking $images\btn_delete.jpg$ ).

§ New Entity Alert (Secretariat only) – New entities that are entered in Secretariat will display in this list until you delete the entry on the widget (by clicking $images\btn_delete.jpg$ ).

§ Business Objects Crystal Report – A dashboard-type view of reports that have been run using SAP Business Objects. The actual report graphics display within the widget on the home page.

§ Calendar Appointment Alerts – Your upcoming appointments.

§ Calendar Task Alerts – Your uncompleted tasks (upcoming and overdue/incomplete). Tasks can be displayed by start, due, or reminder date.

§ Custom Links – A list of Web page links configured by the System Administrator.

§ Favorite Reports – A shortcut to reports, documents, or forms that you regularly run. This list is taken from the Reports module. Click a link to generate the item.

§ Idle Matters (eCounsel only) – A list of matters that do not have a progress note dated within the last X days.

§ Invoices Awaiting My Approval (eCounsel only) – A list of pending invoices for which you are on the invoice approval list. The information displayed is specified by the System Administrator. If there is an asterisk (*) by an invoice, it signifies that you need to read the information in the Comments field on the Base Info tab. Click an entry to open the invoice.

§ Lobby – A list of notices that may require action within Bridgeway Suite. For example in eCounsel, a Service of Process notice may trigger the need to create a new matter in eCounsel. In Secretariat, a Restricted Entity Edits notice may prompt the user to review pending changes for an entity and approve the changes. The Lobby provides an area where each new notice appears to prompt the user to review the information and take action if needed.

§ Most Recently Accessed Entities (Secretariat only) – A shortcut to the records on which you have most recently worked. Click the link to open the record.

§ Most Recently Accessed Matters (eCounsel only) – A shortcut to the records on which you have most recently worked. Click the link to open the record.

§ Most Recently Accessed People (Secretariat only) – A shortcut to the records on which you have most recently worked. Click the link to open the record.

§ Most Recently Accessed People/Entities (eCounsel only) – A shortcut to the records on which you have most recently worked. Click the link to open the record.

§ Newly Assigned Matters (eCounsel only) – New matters that are entered in eCounsel and assigned to your user name will display in this list until you open the record.

§ Performance – Information concerning program performance and the system in use.

§ Stock Ticker – Stock quote data for a specified ticker symbol. Information is retrieved from http://quote.yahoo.com. This widget can display quotes for multiple stock symbols.

§ User Status (Administrators only) – All active and inactive users with last login application and date/time. Allows administrators to generate an e-mail to the selected users.

$images\icn_note.jpg$ If one of these widgets is not available, contact your System Administrator.

To Create a Tab to Customize the Home Page:

1. Open the home page.

2. Click on the Personalize Homepage menu to the right of the tabs and select the Add New Tab menu command.

3. In the Toolbox, type the name of the new tab in the text box and click Add.

To Customize the Widgets on the Home Page or Custom Tab:

1. If you want the widget to appear on a tab that you have created, click on the tab in the main panel of the home page. Otherwise, the widget will be placed on the Home tab in the main panel.

2. Click on the Personalize Homepage menu to the right of the tabs and select the Toolbox menu command.

3. In the Toolbox, drag-and-drop an available widget onto the panel. When the widget is in an available area, the area will change color to indicate the widget may be dropped onto the area. If you want the widgets to display in one column, place the widget on the tab, then place any subsequent widgets underneath the existing widgets. To specify two columns, place any subsequent widgets in the second column.

4. For widgets, click on the down arrow next to the widget name and select the Preferences menu command.

5. Replace the name of the widget with any text and click Save Preferences.

To Delete a Widget:

1. Click on the down arrow next to the widget and select the Remove Widget menu command.

2. Click OK to confirm deletion.

To Delete a Custom Tab:

1. Click on the tab you want to remove.

2. Click on the Personalize Homepage menu to the right of the tabs and select the Remove Tab menu command.

3. Click OK to confirm deletion.