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 need to have created a

Referencemacro

Label	Stats point

object that specify which data should be collected and displayed in your wallboards. See the Stats points section for information on creating or editing Stats points.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 the

Referencemacro

Label	Display boards

list, as shown below:

Screenshotmacro

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

The following pop-up A new window will appearopen, allowing you to choose select one of the following three options:

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

Screenshotmacro

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

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>Blank Display boards start off as completely blank screens, allowing you to
determine what panels you would like to appear on the screen. To do
this, simply 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" />

<p>To design your Display board according to your needs, please have a look at the <a href="Designing a Display board">Designing a Display board</a> page.</p>

<p>If you want to specifically see how to design Display board panels, please visit the <a href="Display board panels">Display board panels</a> section.</p>

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

HTML

<table width="100%" cellspacing="0" cellpadding="5" border="0" class="sectionMacro">
	<tbody>
		<tr>
			<td valign="top">
				<h2 style="margin-top: 0px">Create from a template</h2>

				<p>Creating Display boards from a template is one of the quickest and easiest ways to design a board. To select this option, select the <span class="keyword">Create from a template</span> option 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>Then scroll through the templates to select the one you would like to base
				your board on by clicking on the numbers that correspond to each template. 
				Once you have chosen the right template for you, press the <span class="button">Next</span> button, as shown here:</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 then get the option of adding a stats collection point or skipping
				it. Remember your Display board will be blank until you choose a
				stats point with which to populate it.</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" />

				<p>To customise your Display board according to your needs, please have a look at the <a href="Designing a Display board">Designing a Display board</a> page.</p>

				<p>If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the <a href="Display board panels">Display board panels</a> section.</p>

				<p>In case that you want to add some new Stats points, please visit the <a href="Adding a Stats point">Adding a Stats point</a> page.</p>

				<p>Once your Stats points are set, you can see how to view your Display board, by following the <a href="Displaying a Display board">Displaying a Display board</a> page.</p>

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

				<p>If you decide to use an existing stats collection point, you will be
				provided with a list of all stats collection points available to you
				so you can just select and use.</p>

				<p>Select from the list the stats point you want 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" />

				<p>To customise your Display board according to your needs, please have a look at the <a href="Designing a Display board">Designing a Display board</a> page.</p>

				<p>If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the <a href="Display board panels">Display board panels</a> section.</p>

				<p>You can now see how to view your Display board, by following the <a href="Displaying a Display board">Displaying a Display board</a> page.</p>
			</td>
			<td width="1px" valign="top">
				<div style="border-width: 1px;" class="panel video">
					<div class="panelContent">
						<h4>Create from templates</h4>
						<p><a rel="nofollow" class="external-link" href="http://www.tri-line.com/en/products/video.php?id=33">
						<img class="screenshot naked no_border" src="http://www.tri-line.com/common/img/documentation/tim_plus/displayboard_templates_video.png" alt="Create from templates video" /></a></p>
					</div>
				</div>
			</td>
		</tr>
	</tbody>
</table>

HTML

<table width="100%" cellspacing="0" cellpadding="5" border="0" class="sectionMacro">
	<tbody>
		<tr>
			<td valign="top">
				<h2 style="margin-top: 0px">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>Scroll through the current Display boards. 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 then get the option of adding a stats collection point or skipping
				it. Remember your Display board will be blank until you choose a
				stats point with which to populate it.</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" />

				<p>To customise your Display board according to your needs, please have a look at the <a href="Designing a Display board">Designing a Display board</a> page.</p>

				<p>If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the <a href="Display board panels">Display board panels</a> section.</p>

				<p>In case that you want to add some new Stats points, please visit the <a href="Adding a Stats point">Adding a Stats point</a> page.</p>

				<p>Once your Stats points are set, you can see how to view your Display board, by following the <a href="Displaying a Display board">Displaying a Display board</a> page.</p>

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

				<p>If you decide to use an existing stats collection point, you will be
				provided with a list of all stats collection points available to you
				so you can just select and use. Once you've selected your stats point, click <span class="button">Finish</span> and your board will
				be ready.</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" />

				<p>To customise your Display board according to your needs, please have a look at the <a href="Designing a Display board">Designing a Display board</a> page.</p>

				<p>If you want to specifically see how to customise your Display board panels or add Stats points from within the designer, please visit the <a href="Display board panels">Display board panels</a> section.</p>

				<p>You can now see how to view your Display board, by following the <a href="Displaying a Display board">Displaying a Display board</a> page.</p>
			</td>
			<td width="1px" valign="top">
				<div style="border-width: 1px;" class="panel video">
					<div class="panelContent">
						<h4>Copy an existing board</h4>
						<p><a rel="nofollow" class="external-link" href="http://www.tri-line.com/en/products/video.php?id=35">
						<img class="screenshot naked no_border" src="http://www.tri-line.com/common/img/documentation/tim_plus/existing_displayboards_video.png" alt="Copy an existing board video" /></a></p>
					</div>
				</div>
			</td>
		</tr>
	</tbody>
</table>

<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 24

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