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A dashboard is comprised of gadgets, each of which is defined to communicate specific information. Administrators can design and build dashboards that meet information needs based on users' locations or roles.

You can build your own dashboards as well. You can add gadgets to only the dashboards you create.

Before building client-based gadgets, it is likely you will want to have the appropriate filters defined. However, you can also view, edit, and create new filters while working within the gadget.

When building client-based gadgets, you will likely want to enable incident mode. When you switch from standard to incident mode, each enabled gadget narrows its results to show only those patients related to the specified incident. When you add one of these gadgets to a dashboard, the Incident Mode Enabled check box is selected by default.

Note: Any time you modify your dashboard, be sure to save your changes.

You can add the following gadgets to your dashboard:

  • Incidents - regional or division focused
  • Client List
  • Client Summary
  • Regional Client Summary

To add a gadget

  1. Click the Dashboard tab.
  2. Choose the appropriate dashboard from Current Dashboard.
  3. Click Configure and then click Add Gadget. The Gadget Directory opens.
    Tip: If you are building a new dashboard from scratch, you can also add a gadget by clicking the add a new gadget link in a gadget placeholder.
  4. Click Save. The Save Dashboard window opens.
  5. Click Save.