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    Home page
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    In Spydus 10.2, the Workflows module and its functionality have been replaced with the Home module.

    The Home page is the default landing page when a user logs in to the Spydus web apps. In the screenshot below, four widgets are being displayed to the user.

    There is also an Announcement about server maintenance.

    images/HomePage4_thumb.jpg

    Click image to enlarge

    Add widgets

    To add a widget to the Home screen, the widget must be made available to the User Group to which to the user belongs. This must be performed by a user with access to the Maintenance module. This will produce a list of available widgets, and a search bar.

    To add a widget to the Home screen;

    1. Search (by title) using the search bar, or scroll through the list, to find the widget.
    2. Either double-click the widget, or drag and drop it into the body of the page.
    3. Click Done.

    Edit widgets

    Widgets can be dragged and dropped to rearrange them on the Home screen. To enter Edit mode, click the Edit button in the action bar. Click and drag any widget to rearrange its position in the screen.

    Grid widgets

    To change the title or width of a grid widget, click Edit, then .  Make the desired change, click Save, then click Done.

    Tile widgets

    To change the title or width of a tile widget, click Edit, then .  Make the desired change, click Save, then click Done..

    To add another tile to the widget, click the + button.

    To change the icon or colour of a tile in the widget, click that tile. Make the desired changes, click Save, then click Done.

    Delete a widget

    To remove a widget from the Home Page, click Edit, then and then click Done.

    Widgets that are specified as Mandatory for the user group are not able to be removed from the Home screen.

    Widget options

    Clicking on the title row will collapse or expand a widget. This setting will be remembered between sessions.

    Click a column heading in a widget to sort the records in the widget on that column. Sorting will not be remembered between sessions. Available columns are determined by the record type, and cannot be changed.

    Clicking on a tile widget will run the Saved Query that populates the widget, and show the results in the Enquiry module.

    Instant reports

    In grid widgets containing Items records, click  to generate an Instant report.

    If there are more than 100 records in the set then we show a message to say that generating the report may take some time. If you continue then we start a task to generate the report and open the task on a new tab.

    Process a transaction

    If the record type in a widget has an associated action, click  to process a transaction. For example:

    The  icon will appear for the following widgets:

    • BRWREGAPPROVAL - Borrower registration approval
    • BRWRESIGNAPPROVAL - Borrower resignation approval
    • RVWCMT - Review approval
    • SLFCHK - Shelf check assigned
    • WAIVEAPPROVAL - Waive request approval.

    Options

    All record types will have the  icon at the end of each row. The options available depend on the record format being returned in the widget. The options available are those available in the action bar at the Full Display of the record type in Enquiry. For example:

    Use the shortcut key Ctrl+H to go to the Home page.
    Create or delete widgets via Maintenance > General > Widget Parameters.