Dashboards

Explore Job Aids and Videos for more help:

Job Aids

• TI Collaborate Feature Access Matrix

Videos

• eTMF Reader Overview Video (19:27)
• eTMF Editor Overview Video (10:31)
• eTMF Admin Overview Video (12:14)

This section will explain about Trial Interactive Dashboard, Dashlets, and Dashlet settings.

The Dashboard allows users to customize their workspace by adding, removing, or rearranging tabs based on user preferences. Administrator-level users can configure default dashboards for users according to the user access levels. Unless restricted, users can modify their dashboards to suit the user's needs.

The dashboard includes the following edit options:

• Edit Dashboard
• Configure Dashboard

Edit Dashboard

The Edit Dashboard allows users to customize the dashboard by adding or removing Tabs, reorganizing layout options, and customizing the dashboard to show the information that is most important to the user. It ensures a personalized view for better accessibility of required data.

Steps to Edit the Dashboard:

1. Navigate to the Dashboard section in the eTMF module.
2. Click on the Edit Dashboard button located at the top left of the Toolbar.
3. Once clicked on Edit Dashboard, the Set Up Your Dashboard window will appear.
4. It includes the relevant options, such as:
   • Set Up Dashboards: For selecting or adding widgets.
   • Set Up KPI Dashboard: For managing key performance indicators.
   • Set Up Layout: For customizing the layout.