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 Home Dashboard

The "Home Dashboard" page is a collection of recent updates and statistics to keep you informed on what's happening in your branch and in other branches on the site.  Below is an overview of the different sections on the page.  Note that only sections that have information to display will show up.

Editing the Layout
You have the option of re-arranging, resizing, and adding to content on the page.  Click the "Edit Layout" button at the top.  The page refreshes to show lines around each box. 
  • Click and drag any of the right or bottom light-gray borders to make a box larger or smaller.  Note that some boxes have minimum sizes so that they remain functional.  Any information that overflows the size of the box will automatically enable a scrollbar.
  • Click and drag any space inside the box that is not already clickable, and it will move to where you drag it to.  Note that if you click something that links to another page, you lose any layout edits you may have done.
Continue moving and resizing until the information shows like you want it to show, and click "Save" at the top.  If it's really messed up and you want to get back to the default layout, click "Reset".

To add new content:
  • Go to Actions > Index , and setup the search criteria for the set of data you want to see.  For example, if you want to see notices of other people who update records with the surname "Gurganus", add criteria for the branch is not yourself, and last name = "Gurganus".  See the documentation on Searching for more information.
  • Enter a name for the search in the "Name this Search" box.
  • Click the "Search" button.
  • In addition to saving this search under the "Search" menu, this also becomes an option when you edit the Home Dashboard layout.  There, select the search name from the list under "Add".
  • A box will appear in the middle of the page.  Enlarge it to the size you want, and drag it to the place you want, and Save.

Default Content
Note that some of the default boxes of content can be removed to reclaim some screen space.  Click the "Edit Layout" button, choose the option from the "Remove" list, and save.

My Account:  A general welcome back message, including links to your account page, to logout, and the number of your records in the system.

A dropdown list of number of days controls the number of days of history that shows in each of the boxes explained below.  If you are back from vacation and want to catch up on more than the last 7 days, changing this to 14, 30, or 60 days will show more history.

My Data For...:  This is a randomly chosen map among USA and UK maps, showing your data in this state or country.  Clicking the map opens up a fullsize, which then drills down into more detail for the state or county.  By default, this maps only your own data, but can be changed to show everyone's data by clicking the "Whose Branches" option.

Spotlight:  The spotlight is a set of randomly selected pictures of those uploaded to the site.

What's New:  Notices from the System Administrator about new things added or updated in the system.

Suggestions Received:  From other researchers, a list of suggested updates for your records.  Clicking one will take you to that person's record.

Suggestions Still Pending:  Suggestions that you have made but which have not yet been accepted by another researcher.  Clicking one will take you to that person's record.

Recent Subscribers:  Other researchers who have recently subscribed themselves to records in your branches.

Recent Discussion Posts:  Recent posts under the "Discussions" section of a person's page.

Recent Changes From Others:  A summary by surname of all updates that other researchers are making to their branches.  If you see any names that might intersect with your branches, check them out!  Clicking one will take you to a search results list for the people of that name, updated in the past few days.

Recent Changes to My Branches:  A list of records that have had changes accepted from other researchers, or changes made by other moderators for records in your branches.

Recent Records:  Records that you have recently browsed into, saving you from having to search over and over for people you want to return to.

Updated: 12-10-2017