The Home page

Once you log into Akuiteo, you directly access the Home page tab.

The following elements are available in the Menu, on the left:

  • a search field located above the folders to help you quickly find an element.
  • a list of default folders referring to entries in the top menu.

In My favorites, on the right, a space enables you to set up shortcuts to additional features.

A widget (i.e. windows + gadget) is a graphical tool used to display information directly from Akuiteo's home page.

You can indicate the type of widgets to display.

Type of widgets Displays...
Main menu most of the menu entries displayed as folders.
My favorites access to shortcuts.
My searches direct access to your custom searches.
Browser the web browser of your choice.
Graph search results saved in graph interface.
Notepad reminders for tasks, events, etc.
Reading of RSS feed a previously defined RSS feed.
Printing of overview an overview of data of your choice based on a report template.
Login to Customer Portal the content of the Customer Portal in a web browser.
Login to the Akuiteo Employees / Manager portal (Web Portal) the content of the Web Portal.

By default, widgets are not displayed. To activate them:

1 Open a user record sheet from People > User management, and search for a user.
2 Check the Show user home page option and save.
3 Log out and restart Akuiteo.

When starting Akuiteo, under the Home tab, right-click on the empty zone.

1 Select Add a gadget…
2 In the Addition of a gadget window:
  • select the type of widget to add.
  • name the window containing the widget.
  • set the widget's height if you want to insert several widgets.
  • customize the color of the widget's border or content.
3 If you select Browser or Reading of RSS feed, enter the web page's URL or the RSS feed.
4 For widgets with the Graph or Printing of overview types, it is possible to enter a Refresh frequency (in minutes) to automatically update the widget's data every X minutes.
5 If you select Printing of overview, select the report template to use. Report templates are available in Akuiteo's installation directory under \Packages\Modeles.

Note

When setting up a summary report from Tools > Setup > Reports setup > Shared, check Force printing in a widget to automatically display that report on your home page.

To customize the content of widgets based on your needs:

1 Click on the cogwheel in the upper left side of the widget.
2 Select your preferences in the setup window.
3 If you want to set up a search list, select the radio buttons that enable you to group your lists in different ways (per folder, per list, and so on).

Note

If you select No at Rank the results, all saved searches will be displayed on the "same level", with no hierarchy.

To delete a widget:

1 Click on the cogwheel at the top left of the widget.
2 Click on Delete.

The tab remains active but is empty.

Click on the cross at the top right of the tab to close it.