Dashboard

Overview - Dashboards

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When you log into Schoolbox, the first page you will see is your dashboard. The information displayed on your dashboard page is tailored per role, to allow quick access to areas you need most often, as determined by your school.

A well-designed dashboard will give access to all the information you need for the day. Superusers can customise components, layout, and design for each role.

On this page, you will find the following information:

How to Configure Dashboards

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1. Go to Administration > Design > Dashboard Templates.

2. Select the role whose dashboard you are planning to modify.

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3. To add a component, drag and drop the component to your desired location.

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NOTE: Some components are only relevant to specific role types. For example, the ‘recent submissions’ component will only populate with content for users in staff roles.

4. To configure a component, select the cog icon from the component on the dashboard template.

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Depending on the type of component, a field will appear, allowing you to make modifications. Common modifications include changing the heading, altering the number of items to be displayed, and selecting a non-local source.

If you make adjustments, select 'Update'.

5. To remove a component, select the “X” from the component on the dashboard template.

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6. You can reorder components or change their location by using the grab handle to drag them to the correct location.

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Create Image Slideshow

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1. Go to the Resource Browser.

2. Find the UX Resources folder, then select the relevant Dashboard Assets folder.

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3. Select 'Post File'.

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4. Give the image a title, upload the image, and add its relevant link to the Description area. 

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5. Select 'Post File'. Repeat for all images you wish to add to the Image Slider on the Dashboard.

6. Go to Administration > Design > Dashboard Templates.

7. Select the role whose dashboard you are planning to modify.

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8. To create an Image Slideshow, drag and drop the Image Slideshow component to your desired location.

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Note: The number of images you can display in a slideshow depends on what the Superuser has set for your school. The maximum limit is up to 20 images in a slideshow. 

9. Select the Settings Cog on the Image Slideshow component.

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10. Select 'Browse'.

11. Find the Dashboard Assets folder which houses your images and select 'Use this folder'. 

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12. Select 'Update'. Your Image Slideshow will now appear on the dedicated Dashboard.

Enable Compact Mode in 'My Students' Component

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The Compact Mode in the ‘My Students’ dashboard component is designed to help you, as a Superuser, fit all the buttons into a single 3-dot menu. This makes the ‘My Students’ dashboard component more compact by showing fewer buttons to parents.

To enable the compact mode:

  1. Go to Administration > Design > Dashboard Templates.
    This opens the Dashboard Templates page.
     
  2. First, choose a role for which you want to enable compact mode.
     
  3. Then, select My Students.
     
  4. Next, select the settings cog icon Settings Cog Icon.
    This opens the settings for the dashboard component.
     
  5. Select the checkbox for Compact Mode.
     
  6. When done, select Update.
    This saves the settings for the component.


    You’ve now enabled Compact Mode for the ‘My Students’ dashboard component.

Dashboard Calendar Component

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The Dashboard Calendar component allows a user to view all of their events across all of their calendars, in one place. The component can be configured to display your chosen number of days. From the Calendar component settings within the Dashboard Template, calendars can be filtered to display or not, for each role.

Multiple Calendar components can be added to dashboards, which allows particular subscriptions to be displayed in their own dedicated component if required.

1. Go to Administration > Design > Dashboard Templates.

2. Select the role whose dashboard you are planning to modify.

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3. To add a Calendar component, drag and drop the component to your desired location.

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4. Select the settings cog for the Calendar component to expand and view the settings.

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5. Select the number of days you would like displayed within the component.

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6. Modify the heading, if desired.

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7. Filter the calendars to those you wish to display, using the checkboxes.

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You can filter by subscription, or by event type.

Note: If no Filters are applied, the component will default to display all calendars.

Enable Birthday Celebration (as a Superuser)

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As a Superuser, you can turn on birthday celebrations so students see them in the top header when they log in on their birthday. You can do this for one or more year levels in your school.

To enable Birthday Celebration:

  1. Go to Administration > User Management > Lists - Year Levels.
    This opens the Year Levels page for you.
     
  2. Next, in Name, find the year level where you want to enable birthday celebrations.
     
  3. Next, in Display Options field, select the modify icon Modify User icon.
    This opens a window with a list of available display options.
     
  4. Scroll through the list and select Birthday Celebration Enabled.
     
  5. Select Save Display Options.
     
  6. When done, select Save on the main Year Levels page.
    The birthday celebration animation appears in the top right corner of the top bar for the student.
    When the student selects the birthday animation in the top header, a special animation plays in a pop-up modal.

    You’ve successfully enabled Birthday Celebration for one or more year levels in your school.