Start Center and Dashboards¶
The Start Center is the central user interface of calServer. It serves as a personalizable entry point and allows the individual assembly of dashboards with info elements (widgets).
Purpose and Benefits¶
The Start Center supports the modular and visual organization of operational processes. Information such as calibration status, tasks, device conditions, or support notifications can be visualized directly in the Start Center via customizable info elements.
Typical use cases:
- Daily overview of technical testing and calibration tasks
- Visualization of inventory-related metrics
- Order status and support tracking
- Department-specific dashboard configurations
Structure and Navigation¶
Dashboards in the Start Center¶
The Start Center consists of any number of user-created dashboards. Each dashboard can contain its own info elements that can be individually arranged and configured.
In the left navigation menu, you will find the Start Center menu item. Under this item, all existing dashboards are listed as sub-buttons.
Dashboard Control Elements¶
- "+ New Overview" -- Creates a new, empty dashboard for individual design with widgets.
- "+ Add" -- Opens a selection menu for integrating new info elements.
- Share Dashboard -- Creates a read-only sharing URL to display the dashboard via intranet/internet.
Info Elements (Widgets)¶
Adding Info Elements¶
- Open a dashboard and click on "+ Add".
- Select an element from the displayed list, grouped by topic areas.
- Confirm with "Add" -- the widget appears in the current dashboard.
Customizing Info Elements¶
Each info element can be customized via a context menu:
- Edit -- Change filter settings or chart type.
- Move -- Rearrange via drag-and-drop.
- Remove -- Delete from the current dashboard.
Overview of Info Elements¶
Inventory Management¶
| Widget | Description |
|---|---|
| Inventory | Displays all inventoried devices with filter options by status, customer, type, etc. |
| Statistics Filter Overview | Displays statistical values from the inventory grid based on configurable filters. |
| Inventory Statistics Value | Single value display for specific inventory metrics, individually filterable. |
Calibration Management¶
| Widget | Description |
|---|---|
| Recent Calibrations | Tabular display of the most recently performed calibrations. |
| Expiring Calibrations per Month | Forecast display for calibrations due in the selected time window. |
| Calibration Statistics Value | Single value display of calibration status by filter. |
| Statistics Filter Overview | Summarized calibration statistics based on advanced grid filters. |
Order Management¶
| Widget | Description |
|---|---|
| New Quote | Quick access to display recently created quotes. |
| Order Entries | Overview of current orders. |
| Order Statistics Value | Single value display for current order metrics. |
| Statistics Filter Overview | Order statistics according to defined grid filters. |
User Management¶
| Widget | Description |
|---|---|
| New Registrations | Lists new user registrations in the system. |
Status Management¶
| Widget | Description |
|---|---|
| Device Status | Overview of the current operational status of all devices. |
| Status Statistics Variable | Statistical single values for device status. |
| Task Statistics (Status) | Status-related evaluation of open tasks. |
Task Management¶
| Widget | Description |
|---|---|
| Task Statistics (Notification Date) | Task overview related to set reminder dates. |
| Task Entries (All Users - Today) | Displays all of today's tasks for all users. |
File Management¶
| Widget | Description |
|---|---|
| Documents (Upload) | Overview of uploaded files including status and versioning. |
Support Management¶
| Widget | Description |
|---|---|
| Notification Activities | Lists current notification or support activities. |
| Risk Statistics | Visualization of support risks in aggregated form. |
| Support Risks Priority | Prioritized display of existing support risks. |
| Ticket Status | Overview of the current processing status of support tickets. |
| Ticket Statistics | Statistical evaluation of completed or open tickets. |
| Statistics Filter Overview | Summary of support-relevant metrics via filter logic. |
Configure Personal Start Page¶
Via the options menu of a dashboard, it can be marked as the personal start page -- it will then appear automatically after each login.
Usage Notes¶
- Dashboards are modular and freely configurable.
- Widgets support filter logic, sorting, and different visualizations.
- Dashboard sharing enables controlled information distribution without editing rights.
- Navigation via the Start Center menu allows quick switching between dashboards.
- The options menu of a dashboard provides functions such as Set Active, Rename, and Delete.