HTML

<p>Once you have your Stats points set up, you are ready to start creating Display boards. 
See the <a href="viewpage.action?pageId=4817220">Stats points</a> section for information 
on creating or editing Stats points.</p>

<p>Select the <span class="button">Live stats</span> tab and the following screen will appear. 
If you are adding a Display board for the first time, the content of this screen will be blank.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_1.png" alt="Add Display board" />

<p>To add a new Display board, just click on the <span class="button">Add</span> button, at 
the top right of the display boards list, as shown below.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_2.png" alt="Add Display board" />

<p>The following pop-up will appear allowing you to choose one of three options:</p>

<ul>
	<li><b>Create blank:</b> This option allows you to design your own display board from scratch</li>
	<li><b>Create from a template:</b> This option allows you to choose a pre-defined display board template</li>
	<li><b>Create from an existing display board:</b> This option allows you to base your new display board on an existing template</li>
</ul>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_3.png" alt="Add Display board" />

<h2>Create blank</h2>

<p>If you want to design your own Display board from scratch, just give it a name and select 
<span class="keyword">Create blank</span> from the list below. Then click on the 
<span class="button">Finish</span> button.</p>

<p>In that case, your Display board will have no Stats points.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_4.png" alt="Add Display board" />

<p>The Display board will appear in the list, as follows:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_5.png" alt="Add Display board" />

Info
N.B. It will not be possible to create a Display board without first adding some Stats points.

HTML

<h2>Create from a template</h2>

<p>Tri-Line provides you with a number of free Display board templates you can choose from so that you can have your own Display boards up and running in seconds. 
Just give your Display board a name and select <span class="keyword">Create from a template</span> from the list below. Then click <span class="button">Next</span>.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_6.png" alt="Add Display board" />

<p>Toggle between the Display board templates and select the one that best serves your company's needs. Then click <span class="button">Next</span>.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_7.png" alt="Add Display board" />

<p>You can either choose an existing stats collection point that each panel of the Display board should reference or not, as shown below:</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_8.png" alt="Add Display board" />

<h4>Don't select a stats collection point</h4>

<p>In the case that you don't want to select a stats collection point, just click <span class="button">Finish</span> as shown below. Your Display board has been added to the list.</p>

<p>You can add references to stats collection points, later on from inside the designer.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_9.png" alt="Add Display board" />

<p>The Display board will appear in the list, as follows:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_10.png" alt="Add Display board" />

<h4>Select an existing stats collection point</h4>

<p>Alternatively, you can select from a list of stats points and then click <span class="button">Finish</span> to finish your Display board, as shown below:</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_11.png" alt="Add Display board" />

<p>The Display board will appear in the list, as follows:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_10.png" alt="Add Display board" />

<h2>Create from an existing Display board</h2>

<p>You even have the option to create a Display board from an existing one, if for example you want a consistent look through all your company's Display boards.
In that case, just give your Display board a name and select <span class="keyword">Create from an existing Display board</span> from the list below. Then click <span class="button">Next</span>.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_12.png" alt="Add Display board" />

<p>Just select from the list the Display board you want to copy and click <span class="button">Next</span>.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_13.png" alt="Add Display board" />

<p>You can either choose an existing stats collection point that each panel of the Display board should reference or not, as shown below:</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_8.png" alt="Add Display board" />


<h4>Don't select a stats collection point</h4>

<p>In the case that you don't want to select a stats collection point, just click <span class="button">Finish</span> as shown below. Your Display board has been added to the list.</p>

<p>You can add references to stats collection points, later on from inside the designer.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_9.png" alt="Add Display board" />

<p>The Display board will appear in the list, as follows:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_10.png" alt="Add Display board" />


<h4>Select an existing stats collection point</h4>

<p>Alternatively, you can select from a list of stats points and then click <span class="button">Finish</span> to finish your Display board, as shown below:</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_11.png" alt="Add Display board" />

<p>The Display board will appear in the list, as follows:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/add_display_board_10.png" alt="Add Display board" />

Summary_list

Task5	Restrict access to display boards
Task1	How to create a display board
Task2	Create blank
Task3	Create from template
Task4	Create from an existing display board

HTML
<a id="How to create a display board"></a>

How to create a display board

Info
Before creating a display board, you must create a stats point object to populate it.

To add a new display board, select the Live stats tab and click on the Add button at the top-right corner of the

Referencemacro

Label	Display boards

list, as shown below:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_4.png

A new window will open, allowing you to select one of the following three options:

Create blank: This option allows you to design your own display board from scratch
Create from a template: This option allows you to choose a predefined display board template
Create from an existing display board: This option allows you to create a new display board based on an existing template

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_5.png

HTML
<a id="Create blank"></a>

Create blank

To design your own display board from scratch, select the

Keywordmacro

Label	Create blank

option and click on the

Buttonmacro

Label	Finish

button, as shown below:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_6.png

A new window will open, showing the design mode of your display board, as shown below:

Screenshotmacro

Border	false
Shadow	false
URL	/download/attachments/4817205/design_panel.png

For information on how to design your own display board, refer to the Designing a display board section.

HTML
<a id="Create from template"></a>

Create from a template

To create a display board from a predefined template, select the

Keywordmacro

Label	Create from template

option, then click on the Next button, as shown below:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_7.png

You can now select from a series of predefined templates, by clicking on its associated number, then click on the Next button.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_8.png

At this stage, you are asked to select a stats collection point or skip to the next section.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_9.png

Don't select a stats collection point

If you don't want to select a stats point at this time, click Finish and your display board will be added to the

Referencemacro

Label	Display boards

list. A stats point can be added at a later stage, by accessing the

Referencemacro

Label	Design

mode of your display board. For information on how to configure a stats collection point, refer to the Adding a stats point section.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_3.png

Info
The display board will be blank until a stats point is selected.

Select an existing stats collection point

If you select this option, a list with the existing stats points objects will be displayed, as shown below:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_10.png

Select the relevant stats point from the list and click on the Finish button to add the new display board to the

Referencemacro

Label	Display boards

list.

HTML
<a id="Create from an existing display board"></a>

Create from an existing display board

To create a display board from an existing template, select the Create from an existing display board option and click the Next button.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_11.png

A list with the currently-available display boards will be shown. Select the one you want to copy, then click on the

Buttonmacro

Label	Next

button.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_12.png

You are now given the option to add a stats collection point or skip this stage.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_9.png

Don't select a stats collection point

If you don't want to select a stats collection point at this time, click Finish and your display board will be added to the

Referencemacro

Label	Display boards

list. A stats point can be added at a later stage, by accessing the

Referencemacro

Label	Design

mode of your display board. For information about how to configure a stats collection point, refer to the Adding a stats point section.

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_3.png

Info
The display board will be blank until a stats point is selected.

Select an existing stats collection point

If you select this option, a list with the existing stats points objects will be displayed, as shown below:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_10.png

Select the relevant stats point from the list and click on the Finish button to add the new display board in the

Referencemacro

Label	Display boards

list.

HTML
<a id="Restrict access to display boards"></a>

Restrict access to display boards

If you want to restrict specific web users from accessing a display board, click on the

Buttonmacro

Label	Advanced

button at the bottom-left corner of the

Referencemacro

Label	Add new display board

window, and select the site and group to which you want to limit access to the display board:

Screenshotmacro

Border	false
URL	/download/attachments/4817205/display_board_advanced_tab.png

In the example above, your display board will be accessible to web users that have permissions to the

Referencemacro

Label	London-Admin

group. If a web user has access only to

Referencemacro

Label	London-Accounts

group, they will not be able to see this display board.

Adding a display board

Versions Compared

Old Version 10

New Version Current

Key

How to create a display board

Create blank

Create from a template

Don't select a stats collection point

Select an existing stats collection point

Create from an existing display board

Don't select a stats collection point

Select an existing stats collection point

Restrict access to display boards