Dashboard widgets

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About this help page

This help page describes the available widgets for RME dashboards. Widgets are components that are designed to display at-a-glance information on a dashboard displayed on the RME Home page.

Menu path: RME  > Session menu (your username at the top right) > Manage Dashboards > Edit mode > Plus symbol (+) in the canvas

 

Widget list

Each widget is designed to display a specific type of information. There are a variety of widgets that you can select.

You cannot create your own widgets for RME but you can customise via settings in most of these. Some widgets are static and display the same content to all users, while others are dynamic and show different details based on the role, user or core fields. Some dashboard widgets are interactive and allow you to drill down to view the corresponding core records, provided you have relevant access permissions.

To add widgets:

1.     Go to edit mode in the dashboard: click the Edit Dashboard icon at the top right of the toolbar Dashboard design icon at far right of the dashboard toolbar. If you don't see this, it means you cannot edit dashboards.

2.     Click the grey plus sign (+) in the dashboard layout. This displays the widget list.

3.     Find the widgets you want to add in the list and click the Add widget button next to each.

4.     Click Close when you are done. The selected widgets are added to the dashboard. You can edit the settings for each widget via the Settings icon, at the top right, which looks like a cog Widget Settings icon. For more, see: Create a dashboard or the video. The Edit widget popup size is flexible, minimum width of 850 pixels. The left side of the popup is fixed to 200 pixels; if text is longer than this, it wraps.

 

Application List widget

Target audience: Students, researchers, supervisors, examiners, reviewers and RME administrators

Available for: All eForm domains

This widget lists the eForms that a user can open for one selected eForm domain tab. By default, it only shows those currently in progress. If you want to include completed eForm applications in the widget list, change the List completed applications as well? option to Yes.

When added to a dashboard, users can open an eForm application from the widget by clicking the links in blue and underlined.

When you first add the widget to a dashboard, the default is to display eForms from the Research Project Requests - My Applications tab. You can change this.

 

Video: Application List widget

 

Configuration options

To change the settings, follow these steps:

1.     Go to the dashboard edit mode: Click Edit Dashboard  Dashboard design icon at far right of the dashboard toolbar in the toolbar.

2.     Click the Edit icon at the top right of the widget .

3.     In the Edit settings, you can rename the widget name and select what type of eForms to display based on the domain and either an eForm listing page tab, such as My Applications or For Review, or a saved search. Per widget, you can only display eForms from one domain and tab, or saved search.

4.     Change other settings as needed, using the table below as a guide.

5.     Click the Save button on the toolbar to save your changes.

Section

Description

General

Default: Application List

Title: Header to display on the widget

Applications

These fields allow you to customise the widget, as follows:

 

Field

What to enter or select

Domain

eForm domain to use for the widget - the type of online form

Options: Contracts, Ethics, HDRCM, HDR PR, Research Outputs, RPR

Application group to display

Tab on the eForm listing page you want to use to list applications in this widget, from: My Applications, For Review or For Assessment Review.

 

Alternatively, you can select Saved Searches to list applications for the domain filtered by the search, if you can access saved searches. An additional dropdown listing your saved searches for that domain will display; select one of your searches. columns will be automatically displayed in the default order of the eForm listing page and cannot be changed for saved searches.

 

HDRCM

In the Domain is HDRCM, you are configuring this widget to display items from the My Application tab of the HDRCM eForm listing page, and the setting in System Preferences > eForm Settings > eForms to list in 'My (eForms/applications)' tab field is set to Show all eForms created by the user, for themselves or others, the widget will list all the eForms created by the user, for themselves or on behalf of other people.

If the widget is included on a dashboard that is shared with examiner roles, it will list all the Examiner Outcome eForms to which a current, approved examiner is linked. You may want to consider allowing completed applications to display in the widget (field below), depending on your workflow and end states.

List completed applications as well?

No by default

Indicates whether to include completed/closed eForm applications in the widget

If No, only eForm applications that are in progress will be listed (various workflow states).

Sort grid by field

Default sort order varies based on the domain

Field from the domain to sort eForm applications by

When you select a field, a slider displays so you can choose the order:

Ascending order is A - Z or 1 - 999+.

Descending order is Z - A or  999+ - 1.

Highlight number of days application has been in the current state?

Indicates whether you want to highlight eForms that have been in the current workflow state for a defined number of days or more

For example, you can configure this so that any eForm application ten days or over in a workflow state will display with an orange highlight in the widget list.

When you select Yes, additional fields display:

[ x ] days or more in current state

Number of days to use as the trigger to highlight eForm applications

You can only enter digits.

The highlight will be applied to eForms that have been in the current workflow state for the specified number of days or more.

The number of days in the current workflow state is shown in the Number of Days column in the widget list.

Colour

Colour picker to set the colour of the highlight

You can define more than one highlight. Click the green Plus icon in the widget (+) to define another number of days and colour.

When there is more than one highlight, the system will use the highlight for the applicable highest number of days. For example, if you set one highlight with 5 days or more in current state and Colour as orange, and set another highlight with  10 days or more in current state and Colour as red, highlighting will be applied as follows:

Number of days eForm has been in the same workflow state

Highlight colour

5 days

Orange

6 days to 9 days

Orange

10 days

Red

11 days or more

Red

 

To remove a number of days and colour setting, click the red Close icon (x) to the left of the setting.

 

Administrators: If the workflow associated to some or all eForms in the selected domain have a setting to automatically change the workflow state after a set period of inactivity (set in Reminder and Auto Escalation Configuration), this may impact the highlighting of applications in this widget. The state will be automatically changed, usually to one requiring investigation, so applications may not be highlighted in the widget as expected. For details, refer to the RME Workflow Designer User Guide.

 

For HDRCM, highlights by specific dates (below)  takes precedence over the above highlights set for number of days in the current state.

HDRCM only

Highlight by specific dates

This additional section only displays when HDRCM is selected in the above Domain field. These fields allow you to set a colour scheme to highlight applications approaching census dates.

Highlights are applied in the order of precedence, Coursework Census Date then Research Census Date.

These highlights take precedence over those defined in the above Highlight number of days application has been in the current state?

Highlight applications ...

Indicates whether you want to highlight eForms based on census dates

Due within how many days?

Only shown if the above field is Yes

Number of days to use as the trigger to highlight eForm applications

You can only enter a digit.

Example: If you set 7, eForms that have 7 days or less until the specified census date will be highlighted in the widget.

Colour

Colour picker to set the colour of the highlight for each type of due date

 

Columns

Optional; not available if a saved search is selected in the Application group to display field

Column order in the widget

If nothing is set here, columns will automatically display in the default order of the eForm listing page and tab selected above.

        To change the column order, click the arrow icon on the left of the column header, then drag-and-drop it to a new location in the list. The column at the top will be the first column shown in the widget.

        To delete a column, select the Delete icon (rubbish bin) at the right.

        To add a column not currently displayed, follow these steps:

1.     Click the down arrow to the right of the Choose columns to display lookup.

2.     Select the checkbox to the left of each column you want displayed. Depending on how many columns are available for the domain and selected tab, there may be more than one page.

3.     Click Add.

4.     Once added, the list of selected columns will display. Change the order to suit as outlined above.

Product keys: Widgets - Application List, and relevant eForm domain key/s for eForm data

  


 Calendar widget

Target audience: Assessors, contributors, investigators, students, supervisors, committee members, and any person specifically linked to a Significant Event

Available for: Significant Events in main RME core modules: Contracts, Ethics, HDR, Personnel, Projects, Research Outputs and Facilities

This widget can display important events, such as deadlines, milestones or tasks (called Significant Events) for main modules, as well as committee meetings for committee members. It allows you to see your own events, and if supervising, events for your students.  

Prerequisites: For a Significant Event to display in the widget in your dashboard, you need to be linked to the Significant Event record in the Responsibility Party field, either specifically or via a group you are a member of, such as a committee.  HDR Student Significant Events will only display for students if the Responsible field is defined as Student.  HDR Student Significant Events will display in the widget for supervisors by default. For details, see the Events and Modules section in the table below.

Video: Set up a Calendar widget

 

Configuration options

You can set up this widget using the fields in the Edit widget popup as follows:

Section

Description

General

Title to display on the widget, if you want to change it from the default: Calendar

Events and Modules

This section allows you to customise the events to display in the widget:

 

Supervisors only

        Use the Only show student's events if I'm the Primary Supervisor slider  to show events for students for which you are the Primary supervisor  (Yes), or show events for students no matter what type of supervisor you are (No - default).

        Student Events: Exclude events for each student ticked below
A list of students that you are currently supervising displays. Tick the students you don't want to see events for. *
By default, all students are un-ticked, so you will see their events.

        Use the Show my own events slider to indicate if you want to include your own events if you have any (Yes - default), or exclude them and only show student events (No).

 

All users

        Module: Exclude events for each module ticked below
Each main module can have Significant Events. Tick the modules for which you don't want to see events in the widget *
If you leave all un-ticked (default), it will show all Significant Events to which you are linked in the calendar. It will not show any events to which you not specifically linked.

 

Module

 What displays if it is not excluded (remains un-ticked)

Contracts

Contract Significant Events:

        to which you are specifically linked in the Responsible Party field

        for a committee you are on if linked in the Responsible Party field

Ethics

Ethics Significant Events:

        to which you are specifically linked in the Responsible Party field as an assessor, investigator or person

        for a committee you are on if linked in the Responsible Party field

Facilities

Facility Significant Events to which you are specifically linked in the Responsible Party field from a lookup

HDR

        If you are a student, HDR Student Significant Events with the Responsible field defined as Student will display.

        If you are a supervisor, events for you and the students you are supervising will be displayed. This can be changed. See the Supervisor only configuration fields above.

        Significant Events for a committee you are on will display if linked in the Responsible Party field.

Personnel

Personnel Significant Events to which you are specifically linked in the Responsible Party field from a lookup

Projects

Project Significant Events:

        to which you are specifically linked in the Responsible Party field as an assessor, investigator or person

        for a committee you are on if linked in the Responsible Party field

Research Outputs

Research Output Significant Events to which you are linked in the Responsibility Party as a contributor or person

Scholarships

No longer used; deprecated module

 

 

 

Event Types and Status

This section allows you to customise the events to display based on type or status, and set colours for displayed statuses:

        Event Types: Exclude each type ticked below
Tick the event types you don't want to see in the widget. *
If you leave all un-ticked (default), it will show Significant Events for all listed types.

        Status: Exclude each status ticked below
Tick the statuses you don't want to see in the widget *
If you leave all un-ticked (default), it will show Significant Events for all listed statuses.

        Set the colour used for each status
For each status, click the down arrow to display a colour picker. Move the cursor icon to find the colour that you want in the palette. Click OK to select it, or Cancel to go back. The default for all statuses is Gray97 (#F0F0F0).

Display Settings

Display the widget as a list or a monthly calendar

        List
This displays events in a list. An additional field allows you to set how many days to show in the list.

        Monthly calendar
(default) This displays events in a monthly calendar grid. You can scroll to other months in the year. The week starts on a Monday.

Images showing the monthly calendar and list display options

Examples of monthly calendar and list display options

Committee Meetings

This section is used to configure committee (or panel) meetings

Meeting events will only display if you are a current member of a committee or panel that is selected in the Responsibility Party field of the Significant Event record.

 

Committee Meetings: Exclude each type ticked below
Tick the meeting statuses you don't want to see in the widget. *

If you leave all un-ticked (default), it will show meetings for all listed statuses.
If you don't want to see any meetings, tick them all.

 

Set the colour used for each status
For each status, click the down arrow to display a colour picker. Move the cursor icon to find the colour that you want in the palette. Click OK to select it, or Cancel to go back. The default for all statuses is Gray97 (#F0F0F0).

 

* Why "exclude" items in the list?

This may seem a little counter-intuitive, but it is for a reason. The lists for configuration can be automatically refreshed to show the latest details, for example, to show any new people, event types, statuses or modules. If the option was "Include...", any new item would not have been previously configured and would not be displayed in the widget without you knowing. Excluding is a more deliberate action.

Product keys: Widgets - Calendar, and relevant core module key

 


eForm Templates widget

Target audience: Students, researchers, investigators and RME administrators (anyone who needs to create an eForm)

Available for: All eForm domains

This widget allows you to create a new eForm for the defined domain by selecting an eForm template (type of form). The templates listed will depend on those defined for your role.

For HDR eForms, if you are able to create eForm applications for others, a prompt will allow you to choose the enrolment you wish to submit the eForm for.

Configuration options

When you add this widget to the dashboard, it is blank by default. To choose which eForm templates to display, click the Cog icon at the top right of the widget. The Edit widget popup includes the following sections for configuration:

Section

Description

General

The title to display on the widget, if you want to change it from the default: eForm Templates

Domain

Select the domain for the widget, or all:

Options: All, Contracts, Ethics, HDRCM, HDR PR, Research Outputs, RPR

Show descriptions?

Allows you to control whether to show descriptions of each eForm template in the list (tick), or just show template names (blank, un-ticked)

Items per page

Enter the number of items you want listed per page (numeric value only, not text). If not set, it will display five items per page. If the page list is longer than the widget, a scroll bar will display on the right to allow you to view the page. You can also change the number of items displayed per page in the controls at the bottom, right of the page, by selecting a predefined option from the dropdown (5, 10, 20).

Product keys: Widgets - eForm Templates, and relevant eForm domain key/s for eForm data

 


Global Notices noticeboard widget

Available for: Dashboard notices only; Not related to any core records or eForm domains

Target audience: All users in RME

This noticeboard widget is designed for general communications to all RME users at your institution; it displays the same content for all users.

Administrators: You add the static content in the Custom Content page in RME (RME > System > Custom Content formerly HTML Editor).

Product keys: Widgets - Global Notices

 


Org. Unit Performance Details widget

Target audience: Staff from an administrative organisational unit (AOU), which may be referred to as a department, faculty, or school

Details sourced from: Projects core module

This widget shows a summary of an org. unit's funding to provide an at-a-glance view of performance. The widget includes columns for Year and amounts: Applied, Approved, Expense, and Balance, with totals at the bottom of the table.

In the Available Org. Units dropdown, widget users can select one from those available based on data security access defined in their User record.

A Show All Years option displays all the year options. If not enabled, From and To year fields are displayed in which the user can enter years to filter the data.

 

Calculation rules

        The current and primary org. unit of each project is used for the calculation. If you are using versions for Project records, it will only include the current version in the calculation.

        If the selected org. unit has one or more child units, the child unit data is included.

        All values for a year are added together and shown in one row, together.

        Funding summaries are calculated using all the linked fund scheme records and transaction records.

        Expense and Balance amounts are calculated from project transaction records. The balance is calculated based on the Approved amount less the Expense amount, without GST values.

        Year, Applied and Approved fields are calculated from linked Fund Scheme records.

        When there is more than one version of the Project record, only the latest version is used for the calculation.

Configuration options

Section

Description

General

Title to display on the widget, if you want to change it from the default: Org. Unit Performance Widget

Project Status

Used to select one or more project statuses to display in the widget

Source

Include Projects

Used to indicate whether to include current projects only, non-current projects only, or both (all)

Product keys: Widgets - AOU Performance Summary, and Modules - Projects

 

Researcher Notices noticeboard widget

Target audience: Researchers

Available for: Dashboard notices only; not related to any core records or eForm domains

This noticeboard widget is designed for general communications to all researchers at your institution; it displays the same content for all users.

Administrators: You add the static content in the Custom Content page in RME (RME > System > Custom Content, formerly HTML Editor).

Product key: Widgets - Researcher Notices

 

Researcher Performance Chart widget

Target audience: Researchers, investigators or supervisors

Available for modules: Projects, Research Outputs, or HDR Student core modules

This widget displays a bar chart for the researcher's projects (grants), research outputs and supervision history.

The year range for the data is shown at the bottom left in the From and To fields. To change the year in each, enter a new date or click in the field and select the up or down arrows to scroll through years.

Select what data to display from the checkboxes next to the year range fields from Research Outputs, Grants and Supervision. You can select more than one. The chart displays the following data for each option:

Option

Data Displayed

Grants

(Projects)

The total number of current approved projects with a primary fund scheme defined for the entered year range, where the user is current and listed as an Investigator

To go to the Projects search page, click the bar chart shaded for Projects.

Research Outputs

Total number of current research outputs where the collection year of the output is within the selected year range and the user is listed as an active Author or Contributor

To go to the Research Outputs search page, click the bar chart shaded for Research Outputs.

Supervision

Number of students who have completed their course in the selected year range and have been under the user’s supervision

To go to the Student search page, click the bar chart shaded for Supervision.

Product keys: Widgets - Researcher Performance Chart, and relevant core module key

 


Researcher Performance Details widget

Target audience: Researchers, investigators or supervisors

Details sourced from: Projects, Research Outputs, or HDR Student core modules

This widget displays summarised information for researcher's projects (grants), research outputs and supervision history.

At the top right, select the data you want to see in the dropdown, as listed in the table below. You can only view the details of one option at a time.

Select the year range: You can view all data in the system for the researcher (Show all years checkbox ticked), or un-tick this option and define the year range in the Between ... and fields. To change the year in each, enter a new date or click in the field and select the up or down arrows to scroll through years.

For each option the following information is displayed:

Option

Data  Displayed

Grant Details

(Project)

Financial details of current approved projects with a primary fund scheme that have been awarded in the selected year and where the user is listed as an investigator.

The projects are grouped by fund scheme and can be expanded to see the financial details such as Applied and Approved Amounts, Income, Expense and Balance Amounts.

When expanded, the link shown in blue for each project displays the Project core record with the latest data.

Research Output Details

A summary of research outputs where the collection year is equal to the selected year where the user is listed as an active Author or Contributor

The Research Output Category and Title are displayed in the summary.

When expanded, the link shown in blue for each research output displays the Research Output core record with the latest data.

Supervision Details

List of students who have completed their course in the selected year range and have been under the user’s supervision

The student’s Enrolled Course and Thesis Title are displayed in the summary.

When expanded, the link shown in blue for each student displays the Student core record with the latest data.

Product keys: Widgets - Researcher Performance Details, and relevant core module key

 


Significant Events widget

Target audience: Office staff, researchers

Details sourced from: Contract and Projects core modules, Significant Event related items

This widget enables users to view high-level information about Project and/or Contract Significant Events involved in research projects.

If your institution uses Financial Significant Event functionality, the widget can be configured to include information about acquittals, deliverables, invoicing and journals from Significant Event records.

You can configure the widget to rename it, select which module/s and event types to include, show or hide field columns, rename columns in the grid, set filters to control what is displayed in the widget, and manage the Bulk Update function. See Configuration options below.

In the widget in a dashboard:

        Data access security is applied to Significant Event data so widget users will only see events to which they have relevant access.

        Users can choose what to display in the widget based on filters along the top, such as by module, event type, action date range, status and invoice status.  See Show/Hide Filter and Filter Defaults below.

        Users with special access can update multiple selected events in the widget via the Bulk Update button.

        Details in the widget are read-only but  some are linked. Items in the Code or Title columns are linked to open Contract or Project records. Items in the Event Name column are linked to open Significant Event records.

 

Configuration options

General

This section is used to change the title to display of the widget, if you want to change it from the default: Significant Events.

 

Significant Events

This section is used to control the events to display in the widget based on module and type.

Option

Description

Module

Default: All

Events to display based on module: Contracts and/or Projects

Select either both, or just one.

Significant Event Type

Default: All types

Types of events to display in the widget

Select or de-select event types.

Source

 

Show/Hide Fields

Default: All fields are shown

This section is used to define which fields from Significant Event records to show in the widget grid, and which to hide.

        To hide a field, click the up/down arrow to the left of the field drag it from the Show Fields section to the Hide Fields section.

        To show a field, click the up/down arrow to the left of the field and drag it from the Hide Fields section to the Show Fields section.

        To change the name of a field, for example so it is more concise to fit in the space, type the alternative in the box next to the field in the list.

 

Fields (in alphabetical order):

        Action Date

        Code

        Completion Date

        Completion Details

        Completion Notes

        Est. Completion Date

        Event

        Event Details

        Event Name

        Event Type

        Invoice Amount (blank if Event Type is not Invoice)

        Invoice Status

        Module

        Requirements Completed?

        Responsibility

        Responsible Party

        Status

        Title

 

Show/Hide Filter and Filter Defaults

This section provides controls for the filter dropdowns that are displayed in the widget above the grid, with a setting to select the default/s to display if not hidden.

These filters allow users to select what to view within the Significant Event records available in the widget (based on data access security and what is configured in the Significant Events section above).

Hide Filter? option

(in layout order)

Description

Default Setting

Description

Module

Default: Not hidden

Indicates whether to display the Module filter dropdown in the widget

This is only useful if you have selected more than one module in the Significant Events section, Module option. If you have configured the widget to only show events for one module, it might be a good idea to hide this filter dropdown.

Default Module

Only displays if the Module Hide Filter flag is No; Default: All

To display events for a module by default, preselected in the Module filter dropdown

In the widget on a dashboard, users can select a different module from the filter dropdown.

Event Type

Default: Not hidden

Indicates whether to display the Event Type filter dropdown in the widget

Source

Default Event Type

Only displays if the Event Type Hide Filter flag is No; Default: All

To display events for one or more event type/s by default, preselected in the Event Type filter dropdown

You can select more than one.

In the widget on a dashboard, users can select other event types from the filter dropdown.

Action Date

Default: Not hidden

Indicates whether to display the Action Date filter dropdown in the widget

Default Action Date

Only displays if the Action Date Hide Filter flag is No; Default: All

To display events for an action date range by default, preselected in the Action Date From and Action Date To filters

Options:

        Last 7 days

        Last 14 days

        Last 30 days

        Last 90 days

        Next 7 days

        Next 14 days

        Next 30 days

        Next 90 days

In the widget on a dashboard, users can enter a different date range in Action Date From and Action Date To filters to control the display of event data.

Status

Default: Not hidden

Indicates whether to display the Status (event) filter dropdown in the widget

Source

Default Status

Only displays if the Status Hide Filter flag is No; Default: All

To display events for one or more status/es by default, preselected in the Status filter dropdown

You can select more than one.

In the widget on a dashboard, users can select other statuses from the filter dropdown.

Invoice Status

Default: Not hidden

Only relevant if the Finance Significant Events function is used

Indicates whether to display the Invoice Status filter dropdown in the widget

Source

 

Default Invoice Status

Only displays if the Invoice Status Hide Filter flag is No; Default: All

To display events for one or more invoice status/es by default, preselected in the Invoice Status filter dropdown

You can select more than one.

In the widget on a dashboard, users can select other invoice statuses from the filter dropdown.

 

Decorative only; refer to the table above

Example Show/Hide Filter and Filter Defaults configuration for Status

Bulk Update

This section is used to manage the Significant Event bulk update function. This function allows widget users to update specific fields in multiple Significant Events from within the widget.

Option

Description

Allow Bulk Updates?

Default: No

Controls the bulk update function

If Yes, users with defined roles will see the Bulk Update button in the widget and be able to select multiple events to update, based on configuration of the below options.

Significant Event Fields

Default: None ticked

Check boxes to control the field update options in the Bulk Update popup for widget users

Tick the box/es for fields update options you want to display:

Action Date - used to update the Action Date field in all selected events

As this is a mandatory field, users must select an option in the Value dropdown in the Bulk Update popup when updating.

Status (event) - used to update the event Status in all selected events

As this is a mandatory field, users must select an option in the Value dropdown in the Bulk Update popup when updating.

Source

Only relevant if the Finance Significant Events function is used

Invoice Status - used to update the Invoice Status in all selected events

An extra Required checkbox allows you to make this field mandatory so users must select an option in the Value dropdown in the Bulk Update popup when updating (not just "Please select").

Source

Allow Roles to Bulk Update

Default: Blank

Roles that can use the bulk update feature

The multi-select list displays all roles in the system (current and non-current). Users with selected roles will see the Bulk Update button in the widget and be able to select multiple events to update.

 

Note: The widget only lists Significant Event records they can access based on their data access security and the configuration in the Significant Events section above. This widget configuration will take precedence to Page View access and permissions.

 

In a rare case that a user has not have been given access to view the core Significant Event records but they have a role that is defined in the widget for bulk update, Significant Event records will still display in the widget (based on data security access for the user) and they can perform a bulk update. They cannot, however, click the link in the widget to view the Significant Event records. A Page Not Found will display as Page View access was not provided.

 

Bulk update Significant Events in the widget

To update multiple Significant Events from the widget, follow these steps:

1.     Find and select the events to update:

        Apply filters along the top of the widget to search for relevant events.

        Select the box to the left of each event you want to update. To select all, select the box in the header.

        Note that data access security and widget configuration module settings are applied to the widget list.

2.     Select the Bulk Update button in the widget toolbar. A Bulk Update popup displays to define the bulk update details.

3.     In the Update column, for each field in the Field column that you want to update, change the slider to Yes.

4.     In the Action column, select the type of action for each field, either:

        Update Populated or Blank - to populate the field, either if blank/placeholder or by overwriting the existing value

        Update Blank Only - to populate the new value only if the field value is blank, zero (0), or with placeholders such as "Please Select" or "Not Specified", to preserve existing completed details

Note: As Action Date and Status (event) are mandatory fields, it is unlikely that either field in a record is blank. Consider this when choosing an action.

5.     In the Value column, select the value to populate each field enabled in step 4 above. Action Date and Status (event) are mandatory fields so you must select an option. If the widget was configured to make the Invoice Status required, you must also select an option (not leave is as Please Select).

6.     To start the update, select the Confirm Bulk Update flag, then the Start button. This two-step process is designed to prevent accidental updates. Once you select the Start button, you cannot cancel or reverse the process.

Results: The Bulk Update Status popup shows the progress status. The Status column indicates if the update was processed correctly per event, or if there were issues:

        Updating ...:  Records are still in progress; large amounts of data are grouped into chunks to process

        Success: The Significant Event record was successfully updated.

Field updated

Result/s

Action Date

The Action Date field in the Significant Event record is populated with the defined new value (depending on the Action setting - see step 4 above)

Status (event)

The Status field in the Significant Event record is populated with the defined new value (depending on the Action setting - see step 4 above)

        If changed to Completed, the Completed Date in updated Significant Event records is set to the date of the update.

        For recurring Significant Events, only the selected records are updated, not other occurrences.

Invoice Status

Only if Finance Significant Events functionality is used

The Invoice Status field in the Significant Event record is populated with the defined new value (depending on the Action setting - see step 4 above)

 

        Failed: A value entered to update the field is not in the right format, is invalid, has a conflict with another field, or is blank
To rectify this, click the item to display an explanation of the problem. Click Back to return to the Bulk Update popup, fix the issue, and repeat from step 6.

        Error: Records were not updated due to a technical disruption, such as a server failure, or HTTP errors
Click the item to display an explanation of the problem. You could wait for a while and try again, or contact your IT Administrator for assistance.

 

Product keys: Modules - Contracts and Projects, and Dashboard Widgets - Significant Events (and for Invoice Status, Modules - Finance Significant Events)

 


Student Details widget

Target audience: Students

Details sourced from: HDR Student core module

This widget is designed to allow HDR Students to view their own general details in the RME Home page. This is useful if students are not given access to their Student record. Information that is always displayed in this widget includes: Student's preferred full name, ID, ORCID iD, course (current and primary course), and thesis title. You can optionally configure it to display the photo from the Student record, the student's supervisors and key dates.

To make this widget available to students, include it in a dashboard that is specifically assigned to HDR Student roles in the Allow roles to view this dashboard option. See: Create a dashboard

Configuration options

Section

Description

General

The title to display on the widget, if you want to change it from the default: Student Details

Show/Hide sections

These fields allows you to customise the widget, as follows:

Field

What to enter or select

Show image?

Yes by default

Display the image attached to the Student record

Show supervisors?

Yes by default

Slide to show or hide all current supervisors for the student

If Yes, each current supervisor's name and position will display in the list.

Show key dates?

Yes by default

Slide to show or hide selected key dates for the student

If yes, you configure exactly which key dates to show in the lists below. Dates are based on the Course Enrolment page.  

Drag and drop dates to show or hide them

In this section there are two lists: Show Key Dates and Hide Key Dates.

Show Key Dates

All dates from the Course Enrolment page by default

List of date fields that will display in the widget

To show a date in this widget that is not already in this list, drag and drop it from the Hide Key Dates list into this list.

You can change the order of fields by dragging and dropping dates within the list.

Hide Key Dates

Empty by default

List of date fields that will not display in the widget

To hide a date in this widget, drag and drop it from the Show Key Dates list into this  list.

 

RME administrators can additionally create and customise key date fields and field labels in the Page View for this widget (Student Details Widget DAS002).

Product keys: Widgets - Student Details, and Modules - HDR Candidates

 

Student Leave Details widget

Target audience: Students

Details partially sourced from/updated in: HDR Student record, Student Leave Details related item

This interactive widget can be used by HDR students to manage their leave. They can view approved leave not yet completed, and update leave details on their return.  Items in the widget can be filtered by course, based on those undertaken by the student, or leave type ( Source).  If there are no active leave records, the widget displays a message to this effect: "You currently have no upcoming approved leave."

Widget users can filter the leave records that display by course and leave type. All courses and leave types that apply for the student are displayed by default. Read-only fields that display approved leave details are sourced from the HDR Student record, Student Leave Details (in alphabetical order): Approved, Commencement Date, Course Code, Est. Completion, and Leave Type.

When a student returns from leave, they can open the widget and select Edit for the leave entry to enter completion details. An editing popup displays in which they mark the Completed flag as Yes, then complete the Actual Completion field, and optionally, Completion Notes. The Actual Completion date field is validated to ensure that it is later than the Commencement Date and no later than today's date (determined by the system date).  When saved, entered details will be populated in the Student record, Student Leave Details related item to keep information current. Dates are validated as for the Student Leave Details related item, for example, the Actual Completion date cannot be earlier than the Commencement Date.

To make this widget available to students, include it in a dashboard that is specifically assigned to HDR Student roles in the Allow roles to view this dashboard option. See: Create a dashboard

Configuration options

Section

Description

General

The title to display on the widget, if you want to change it from the default: Student Leave Details

Columns

Order of the columns to display in the widget (you cannot delete any columns):

To change the order, drag and drop column names within the list. Use your mouse control to select the arrow icons at the start of each name.

Product keys: Dashboard Widgets - Student Leave Details, and Modules - HDR Candidates

 


Student Notices noticeboard widget

Target audience: Students

Available for: Dashboard notices only; not related to any core records or eForm domains

This noticeboard widget is designed for general communications to all students at your institution.

Administrators: You can add custom content in the Custom Content page in RME (RME > System > Custom Content  formerly HTML Editor) and can insert Census Date fields to this widget to remind students about submission due dates (if used).

Product key: Widgets - Student Notices

 

Student Progress widget

Target audience: Students

Details sourced from: HDR Student core module

This widget gives HDR students the ability to view their own course progress as a graph, drawn from the HDR Student module.

The graph shows the following, shaded according to the legend at the top:

        Funded period

        Minimum and maximum course duration

        Prior load

        Consumed load

        Full course duration (blue)

The Details section below the graph shows events, such as leave, thesis submissions, extensions and expected completion. These are represented on the graph by triangle markers. To identify a marker, click it on the graph and the related detail will be shown in red.

 

Example student widget

Click to view or hide: Example student widget

Product keys: Widgets - Student Progress,, and Modules - HDR Candidates

 


Student Thesis Submission Summary widget

Target audience: HDR administrators

Details sourced from: HDR Student core module

This widget provides details for all current upcoming and overdue thesis submissions based on the expected completion date, filtered by the administrator's data access security. This allows administrators to plan thesis and course completion activities.

Users can filter the details in the widget by AOU, Course and Supervisor, as well as completion period (From and To). They can also sort the data in the columns. When they select a Student record in the widget, the enrolment record opens. They can then move to the previous or next record from the opened enrolment page.

Configuration options

Section

Description

General

Title to display on the widget, if you want to change it from the default: Student Thesis Submission Summary

Show/Hide Fields

To customise the widget, drag-and-drop the fields you want to show or hide as columns

        To display a field that is not already in this list, drag and drop it from the Hide Fields list into the top Show Fields section. You can change the order of fields by dragging and dropping fields within the list.

        To hide a field so it does not display in the widget, drag and drop it from the Show Fields list into the Hide Fields section.

 

Available fields

Details for the fields available for this widget are sourced from the HDR Student record, as follows:

 

Field

Source from the Student record

Course Name

Course Code, Enrolment & Progress page (STU021)

(Only the course name is displayed in the widget)

Est. Thesis Completion Date

Est. Completion Date, Thesis Details (STU027)

Expected Completion Date

Expected Completion, Enrolment & Progress (STU021)

Is Scholarship Recipient

Scholarship Recipient?, Enrolment & Progress (STU021)

No of Days

Automatically calculated number of days before the due date or overdue based on the Expected Completion Date

Start Date

Start Date, Enrolment & Progress (STU021)

Student ID

Student ID, Student (STU001)

Student Name

Preferred Full Name, Student (STU001)

Student Type

Person Type, Student (STU001)

Study Mode

Current Study Mode, Enrolment & Progress (STU021)

Supervisor Name

Name (Preferred Full Name), Supervisor (STU029)

Thesis Title

Title, Thesis Details (STU027)

 

Overdue Students

Settings to configure the display of students with overdue thesis submission in the widget:

 

Field

Description

Display Overdue

Default: Yes

Indicate whether to include overdue students in the widget

Colour 1: Overdue Day Range

Default: 30

Number of days overdue to display with the colour set in Colour 1: Overdue Within Range

Colour 1: Overdue Within Range

Colour to highlight students overdue up to and including the number of days set in Colour 1: Overdue Day Range

Colour 2: Remaining Overdue

Colour to highlight students overdue beyond the number of days set in  Colour 1: Overdue Day Range

Show/Hide Filters

Default: No, to show all filters

You can show or hide different filters in the widget, which users can then use to filter the student details.

To display a filter in the widget, select No. For each filter you want to hide, select Yes.

Available filters are:

Filter

Description

AOU

Filters the list of students based on the selected organisational unit

Course

Filters the list of students based on the selected course

Supervisor

Filters the list of students based on the selected supervisor

Product keys: Widgets - Student Course Completion Summary, and Modules - HDR Candidates

 


Supervisor widget

Target audience: Supervisors

Details sourced from: HDR Student core module

This widget gives supervisors the ability to view the progress of current students they are actively supervising by a series of graphs, one per student. Data is drawn from the HDR Student module.

When supervisors add this widget to a dashboard, it lists all current, in-progress students for which they are actively supervising the primary course. Only the current and primary course details are displayed.

Users can expand each student for more details, as follows:

        A graph shows the following, shaded according to the legend at the top (similar to the graph in the Student Progress widget above):

        Funded period

        Minimum and maximum course duration

        Prior load

        Consumed load

        A timeline shows key dates for the course.

        The Details section below the timeline list the key dates, depending on what dates are available for the student, sorted by start/from date in ascending  order:  

        Course Start Date

        Expected Completion

        Funded Extension

        Gov. Funded Completion

        Leave (from and to dates)

        Minimum Completion

        Study Mode (changes)

        Thesis Submitted

        Thesis Returned

Product keys: Widgets - Supervision, and Modules - HDR Candidates

 


Widget audience matrix

The matrix below lists all widgets and indicates their intended audience/s:

Widget

eForm users

HDR Students

Supervisors

Researchers/
Investigators

Administrators

Application List

Yes

Yes

Yes

Yes

Yes

Calendar

 

Yes

Yes

Yes

 

eForm Templates

Yes

Yes

Yes

Yes

 

Global Notices

Yes

Yes

Yes

Yes

Yes

Org. Unit Performance Details

 

 

 

 

Yes

Researcher Notices

 

 

 

Yes

 

Researcher Performance Chart

 

 

Yes

Yes

 

Researcher Performance Details

 

 

Yes

Yes

 

Significant Events

 

 

 

Yes

Yes

Student Thesis Submission Summary

 

 

 

 

Yes

Student Details

 

Yes

 

 

 

Student Leave Details

 

Yes

 

 

 

Student Notices

 

Yes

 

 

 

Student Progress

 

Yes

 

 

 

Supervision

 

 

Yes

 

 

 

 

Related topics

        Dashboards

        Home

 

Product keys: Each widget has a separate product key. To see which widgets are available for you, check the Product Key page.

ID: Dashboard_widgets.htm