How to Personalize the Dashboard View

How to Personalize the Dashboard View

Info

If you have many events defined in the X-CD system, define different conference types to categorize the events and set filters to display on the dashboard.

Some examples of conference types are: Webinar, Annual Meeting, Chapter Conference

Conference types are defined when a NEW conference is created on the Add Conference screen:



If you have an existing Conference defined, associate it to an existing type / create a new conference type

  1. Click Dashboard
  2. Click Conference Home button
  3. In  the Conference Home screen
    • if you have already defined conference types, click the Select Existing Type box and select from the list of options
    • If you want to create a new type, enter the name of the new type in the text field to the right
  4. Scroll down, click
    Update Conference button to save changes.
    • Note: If you added a new type, this will automatically set the conference type to the new type.


On the Admin Dashboard, there are three fields available

  1. Search box– Allows users to search and display matching records based on the entered keyword, such as conference name, module name, module ID, etc.
  2. Type filter > will filter and display in the admin dashboard, the selected Conference Type
  3. Year filter > will filter and display events in the admin dashboard for the selected year
  4. Click the Flag icon to favourite a conference/module so it creates a quick link at the My X-CD tab.