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Customizing News, Links, and URLs by Organization Unit
The Dashboard Content dialog allows you to configure the News, Links, and URL content displayed on the TRACCESS Dashboard. These three panels act as a company “bulletin board”—a way of providing news, relevant links, and web content to your employees via their Competency Intelligence application. A System Owner, or Operational Administrator with permissions, can configure the Dashboard settings.
To access the Dashboard Content editor, select Tools > Dashboard Content. A dialog box appears, which allows you to edit the News, Links, and URL Dashboard panels.
How these three panels are laid-out and whether they appear on the Dashboard is set in the Dashboard Layout editor. If you want your Employees to see these panels after logging in, the Dashboard must be set as the Start Page: select Tools > System Options > Session tab.
The right pane of the News Editor dialog box consists of three tabs: News, Links, and URL. The News and Links tabs consist of a Rich Text Field (RTF), used to edit your News and Links; the URL tab allows you to enter a web link. The left pane allows you to apply unique News, Links, and URLs to different Org Units.
Note: In the left pane tree, management roles only see and are able to edit the Org Units they've been assigned.
The News & Links are edited through the right pane in the News Editor dialog box. To edit your News & Links, first select an Org Unit from the left-pane tree and click on the checkbox to enable its News & Links. Next, select your language from the dropdown menu, and then click on the “News” or “Links” tab to determine which section you are editing. You can toggle between these tabs and click between multiple Org Units without losing any data. Enter your text directly into the Rich Text Field (RTF) or copy and paste the content from an external editor, such as Microsoft Word. You can then format your content or insert an image by using the toolbar. Click "Apply" or "OK" to save your settings.
Choose the language you're editing your News & Links in with the language dropdown menu.
Toggle between editing your News & Links with these tabs. Both the Rich Text Fields work in the same way, and you can click between these tabs without losing your data or changes.
Enter your News & Links text directly into the Rich Text Field (RTF), then use the toolbar to format your text or to insert a picture. Alternatively, you can use an external editor, such as Microsoft Word, then copy and paste your content into the RTF. For a detailed description of the toolbar icons and tips on using the RTF, visit the Interpret RTF page.
A webpage can be displayed on the TRACCESS Dashboard. To incorporate a URL, first select an Org Unit from the left pane tree and click on the checkbox to enable its URL. Next, select your language from the dropdown menu, and then click on the "URL" tab. In the description field, enter a description or the title of the website. In the URL field, enter the webpage address such as www.Microsoft.com. Click the "Preview" button to view the webpage in the window below. Click "Apply" or "OK" to save your settings.
Note: If an Employee belongs to more than one Org Unit that has a URL, each URL will be displayed in a tabbed format in the same panel on the Dashboard.
The information displayed in the News & Links sections can be customized by Org Unit. Employees belonging to multiple Org Units can see merged News and/or Links unique to the Org Units they belong to. The left pane of the News Editor dialog contains a tree, which works like a hierarchy. News & Links of parent Org Units are displayed to all the Employees belonging to the child Org Units; however, the News & Links for a parent Org Unit can be disabled and each child Org Unit’s News & Links can be individually customized.
Note: The left pane tree in the image above shows the System Owner view, which includes the "Organization Units" root. An Operational Administrator, however, will only see (and be able to edit) their assigned Org Units. An example of the Operational Administrator view of the tree is shown in the image below.
Clicking on an Org Unit name in the tree will allow you to edit the News & Links for that particular Org Unit.
When you add News or Links for an Org Units, the look of the icon changes. This indicates that this Org Unit contains News or Links. The box beside the icon must be checked to enabled the News and/or Links for this Org Unit. Once enabled, the News and/or Links will be displayed for the Employees who belong to the Org Unit.
In the example below, the root and two Org Units are enabled, each with unique News content:
The "Organization Units" root (Edits News & Links for all Org Units in the system.)
The parent Org Unit “Universal Enterprises”
The child Org Unit “Administration”
The left pane tree shows these three Org Units enabled and with content:
Employees belonging to the "Administration" Org Unit will see merged News from the three selected Org Units. In the image below, each News announcement has been separated by asterisks. This could also be done with dotted lines, a title, or a small image such as a star.
Additional Help:
Interpret Rich Text Format Editor
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