During the pilot tests, the Dashboard is only enabled for BRP staff. To enable the dashboard for all users, the setting “enableDashboard” must be set to true. The user still needs a dashboard configured on their role.
Purpose
To show useful information and tasks that needs to be performed to users with a specific role.
TODO: Insert image of the dashboard, and of how a widget can link to a MOV.
Configuration
Do not enable the widget for stock levels. They have a known issue that will cause Backoffice to freeze for ALL USERS IN THE INSTALLATION
Set up widgets
Configuration > Dashboard > Widgets
Navigate to widgets view. When a widget is created, a widget name is chosen that cannot be changed later!)
Is this really true? I can’t se a field for name.
Set a name and (if it exists) a value for the chosen widget type property.
Set up dashboards
Configuration > Dashboard > Dashboards
Create a new dashboard with the plus icon.
Set a name, that is only used to identify different dashboards for users during configuration. It is not visible on the dashboard.
Set a title, which is visible on the dashboard.
Which widgets should be shown in this dashboard.
Background image
Choose one of the available backgrounds in the “Default” tab, or upload your own image.
Configure a dashboard on a role
Configuration > Staff and resources > Roles
For each role, choose if you should leave the “Dashboard” field blank (the user cannot see a dashboard) or if you should set one of the dashboards you created. A role can not have more than one dashboard.
The dashboard
Widget types:
Name | Properties | Description |
|---|---|---|
Cancelled membership subscriptions last 30 days | None | |
Cancelled membership subscriptions last seven days | None | |
Cancelled membership subscriptions today | None | |
Future bookings | Within days | |
Image | ||
Lagging direct debit subscriptions | None | |
Lagging RCP subscriptions | None | |
Membership subscriptions ending this month | None | |
Membership subscriptions ending this week | None | |
Membership subscriptions ending today | None | |
Message | ||
Missing direct debit mandates (Fi) | None | |
Missing direct debit mandates (Nor) | None | |
Missing direct debit mandates (Swe) | None | |
Missing PBS mandates (Dk) | None | |
Missing RCP mandates | None | |
New members last 30 days | None | |
New members last seven days | None | |
New members last seven days (Chart) | None | |
New members today | None | |
No shows today | None | |
Not debited bookings | None | |
Overpaid invoices | None | |
Sales this month | None | |
Unmatched payments | None | |
Value of not debited bookings | None | |
Visits today | None |