Instance Settings - Homepage and Customization | GideonSoft Support
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Instance Settings – Homepage and Customization

There are some items on the Instance home page, in the header bar. They are managed at the Module level and also dependent upon permissions.

Broadcast … toggles the Broadcast controls (for Power Users and above)

Feed … toggles the Timeline, filtered for the current Instance

Schedule … links to the Scheduler (for Proctors and above)

Events, Survey, Reports, Objectives tiles … each display the number of items available

Status tiles (optional) … these display counts of people assigned to the various Statuses.

Summary Badges

Displayed for Power Users and above between the header bar at the top and the tiles of people at the bottom, these “badges” are optional, customizable summaries of data regarding the displayed people. Managed at the Instance level, these can be assessor-focused (e.g. Number of Observations made) or assessee-focused (Average 40 Yard Dash time). These can be handy references for regular visitors to the instance home page, and they don’t require designing a report.

 

To manage these summaries, from the Instance home page go to Settings… Home Page Customizations. Drag and drop one of the available summaries to the main area on the right. The available types are:

Score … display an average or sum of a selected score variable. If you don’t find the one you need, and would like to create a new variable, click the ‘Create New Score button. See Quick Variable Creator.

  • Variable … select a score variable from the drop down.
  • Label … the label text saved with the selected score variable will appear, but you can customize it for this summary badge.
  • How do you want to summarize the result? … select average or sum.
  • Format score value as time (optional) … default is unchecked/off.
  • Number format (optional) … designates decimal place.
  • Conditional formatting … you can use these options to set a background color based upon the resulting summary value; the badge can also be hidden (if a certain number is not met, for example).

Evaluation … display an average or sum of a selected evaluation variable.

  • Variable … select a evaluation variable from the drop down
  • Label … the label text saved with the selected score variable will appear, but you can customize it for this summary badge.
  • How do you want to summarize the result? … select average or sum.
  • Format score value as time (optional) … default is unchecked/off.
  • Number format (optional) … designates decimal place.
  • Conditional formatting … you can use these options to set a background color based upon the resulting summary value; the badge can also be hidden (if a certain number is not met, for example).

Survey  … to display a count of completed Surveys, from one or more that you select.

  • Label … enter the text to be displayed on the summary badge (default is “Surveys Completed”).
  • Select From any survey or From selected surveys.
  • Surveys to use … select one or more from the drop down.
  • Conditional formatting … you can use these options to set a background color based upon the resulting summary value; the badge can also be hidden (if a certain number is not met, for example).

Observation … to display a count of behavior observations, given or received, in one or more Events that you select.

  • Label … enter the text to be displayed on the summary badge (default is “Observations Given”)
  • From any Event or From Selected Events.
  • Observation Type … Given or Received.
  • Observation Events to use … select one or more from the drop down.
  • Conditional formatting … you can use these options to set a background color based upon the resulting summary value; the badge can also be hidden (if a certain number is not met, for example).

Descriptive … display a count of descriptives variables that match a specified value.

  • Variable … select a descriptive variable from the drop down.
  • Value … enter the text to filter on.
    • For example, you can select “Home State” as the Variable, and enter “NC” as the Value. This will count how many people in the Instance are from North Carolina.
  • Label … enter text displayed on this summary badge.
  • Conditional formatting … you can use these options to set a background color based upon the resulting summary value; the badge can also be hidden (if a certain number is not met, for example).

 

Click Update.

Click Save to Draft (to save these settings but not make them visible yet) or Publish.

 

Import Customizations

You can import a set of summarized badges from another Instance by clicking ‘Import Customizations’ button. This will overwrite any existing summary badge settings.

 

 

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Version(s): GideonSoft 2020 Release 2 or later

 

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