Setting Up Management Home Pages

See Also

 

Just as you can customize the information that appears on the tabs within the People, Jobs, and other pages in Chronicle, so you can also customize what appears on the tabs in your Home page. We’ve provided panel items specifically for owners and managers. However, we can’t have these pages automatically set up since management information must go on your own home page but not on everyone’s.

Once you set them up, you’ll want to review these pages regularly; this will keep you on top of what’s happening in different areas of your business.

Getting to the Panel Setup and Changing Pages

1.

On the Home Page, click the Panel button, and then click Edit User Panel. (Show/hide screen)

Chronicle brings up the Info Panel Setup screen. (Show/hide screen)

2.

At the top left of the screen select My User Panel.

Make sure you don’t choose System User Panel; this page is seen be all employees who haven’t set up their own page.

3.

Each panel has up to ten pages. On the list on the left, click the page number to work with. Below, we list our recommendations for each of the pages.

Don’t skip any page numbers. For example, if you were to add to pages 1 and 3 without putting anything on page 2, Chronicle wouldn’t display page 3 correctly.

4.

To change what’s on the page you selected, click Options, and then click Edit Panel Page.

This brings up a list of all of the items you can add to the panel.

5.

Check each item that you want on this page. When done, click Next.

Limit the number of items on each page so you can see everything without scrolling. If you have more items than fit on a single page, use additional pages.

6.

Chronicle asks Do you want to commit these changes? Click Yes.

7.

After adding your content to the page, double-click Panel Page Name and enter a name for the page.

Chronicle won’t save your change to the page name unless you’ve added content the page first.

8.

Repeat these steps for each page you want to change.

For further help customizing panels, see Customizing What You See in Chronicle..

What We Recommend for Each Tab

Owners and general managers typically need all of these tabs on their Home page. Department managers typically only need what we’ve recommended for the Main tab and the Departmental tab(s) for the department(s) they manage.

Main: This tab would show general information about you and your schedule. Typically you’d include Today’s Recall, Reminders, Today’s Calendar, Tasks I Have Assigned, and Tasks Assigned to Me. You could also include Email for a shortcut to your inbox, but this isn’t critical since it’s just as easy to get to your email tab by clicking the Email tab at the top of the screen. If you’ve set up any folders, you might also include Folders.

Accounting: This tab shows key financial information for the company as a whole. We recommend including everything listed under Company [Accounting]. (Show/hide screen)

Double-clicking these items when they’re added to your panel will take you to the corresponding detail on the Financial tab.

All Jobs: This tab shows total numbers of jobs for the company as a whole for various periods. Include everything under Company [Jobs]. (Show/hide screen)

Double-clicking these items when they’re added to your panel will take you to the corresponding list of jobs on the Jobs tab.

Department: Create a separate page for each production department that you manage or oversee. Owners and general managers will also want to create corresponding tabs for the Accounting and Collections departments. Include everything under Company [Jobs]. (Show/hide screen)

Person: Some companies also like a page for each key manager with shortcuts to see the jobs and tasks assigned to that manager. Include everything under Person [All]. (Show/hide screen)

What You’re Looking for When You Monitor These Tabs

Once these tabs are set up, you’ll regularly come back to them to watch out for situations that need follow up. How many jobs have been billed in the last five days? If jobs aren’t being billed, you may have a problem; find out why. What’s the average days out for each department? If money’s not coming in on time for a particular department, someone needs to follow up.

As you begin to monitor these tabs, you’ll soon start to recognize what’s typical and what’s not; regular monitoring lets you catch potential problems and set things right before you have a problem.