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EMS Software, LLC

Working With the Dashboard

The Dashboard is often used by administrative users to supervise, review, process, and approve many types of activities in the system. When the window first opens, it has the following tabs:

  1. Notifications Tab
  2. Reminders Tab
  3. Everyday User Reservations Tab
  4. Guest Requests Tab
  5. Wait List Tab
  6. Reconfirm Dates Tab
  7. Building Hours Exceptions Tab
  8. Analytics Tab
  9. At A Glance Tab

You can sort columns on a tab in ascending or descending order, and you can rearrange columns by dragging the column heading, and you can change their widths.

Tip: Click the Dashboard icon at any time to open the Dashboard window.
See Also: Managing Requests for Managed Space

Customizing Your Dashboard Options 

You can customize the appearance and behavior of your Dashboard under Options in the upper right corner.

 

Option
Description
Open Dashboard At Startup If Items Exist

Selected by default. The Dashboard window opens automatically after you log into EMS if any tab displays at least one item.

• Show Reminders
• Show Everyday User Reservations
• Show Guest Requests
• Show Analytics
• Show Wait List
• Show Reconfirm Dates
• Show Building Hours Exceptions
• Show At A Glance

Selected by default. Indicates the tabs that are to be displayed on the Dashboard window.

“Thru Today” includes xx Days Prior to Today

Indicates how far into the past that reminders are to be displayed in the “Thru Today” view. The default value is seven.

Activate Flashing Indicator For:
• Notifications
• Reminders
• Everyday User Reservations
• Guest Requests

Set on a per tab basis. Indicates when the Dashboard icon on the EMS toolbar is to flash if at least one item is displayed on any tab. Values are:

• Automatically—Immediately when there is at least one record that is displayed on the indicated tab, even when you are working in EMS.

• At Startup Only

• Never

Activate Flashing Indicator For:
• Wait List
• Reconfirm Date Reminders
• Building Hours Exceptions

Set on a per tab basis. Indicates when the Dashboard icon on the EMS toolbar is to flash if tasks on the tab require your attention. Values are:

• At Startup Only

• Never