Working with the Dashboard

Once Kora has been installed and properly configured, your dashboard provides an at-a-glance view of your projects, forms, and records. The dashboard is made up of a series of blocks that give quick access to those things in your Kora install that are most relevant to you.

Enable/Disable Dashboard

You can enable or disable your dashboard from your user preferences. Follow these steps to enable/disable your dashboard:

  1. When you are logged into Kora, you can access your user preferences from anywhere. Click on the person icon in the top menu located in the top right corner of the page.

  2. This will open a dropdown menu. Choose the "My Preferences" option.

  3. On the "My Preferences" page, you are able to modify your Kora preferences. There are four different preferences you can modify. This is where you can chose to enable or disable your dashboard.

  4. The dashboard option allows you to choose whether you would like to use the dashboard or to turn off the dashboard entirely. Click the circle next to the option you would like to select. This will change the color of the circle and text and add a white checkmark within the circle.

  5. When you have finished making changes to your Kora user preferences, click the Update Preferences blue button at the bottom of the page to save the changes.

Dashboard Sections

You can organize your dashboard into sections. This can allow you to put blocks (projects, forms, records, quotes, notes, and a Kora Twitter feed) into different areas.

Adding Sections to your Dashboard

  1. Select Edit your Dashboard.

  2. Scroll to the bottom of your dashboard until you find Type Here and Hit Enter to Add a New Section. Type in your section title and then hit enter on your keyboard to add the section to your dashboard. You can add as many sections as you would like during this step.

  3. Click Select to Finish Editing at the top, or the Finish Editing Dashboard button at the bottom, to exit.

Removing Sections from your Dashboard

  1. Select Edit your Dashboard.

  2. Scroll until you find the section you would like to remove and click the X on the right side of the screen.

  3. Click Select to Finish Editing at the top, or the Finish Editing Dashboard button at the bottom, to exit.

Dashboard Blocks

Blocks are shortcuts you can add to your dashboard sections. These can be shortcuts to projects, forms, records, notes, Twitter feed from Kora, and auto-generated quotes.

Adding Blocks to your Dashboard

  1. Navigate to your dashboard and select Add New Block

  2. This will open a modal.

  3. Here you can decide what type you would like to add to your block, including Project, Form, Record, Quote, Kora Twitter, and a Note. See the following sub-sections for detailed instruction for each Block Type option.

  4. Following your selection of block type and section, click the Add New Dashboard Block button.

Adding a Project to Dashboard Block

  1. Select Project from the Dashboard Block type drop-down menu.

  2. Select the project that you want to appear on your dashboard.

  3. Once you've selected the project for your block, you have the option to choose what section of your dashboard that you want the block to appear in.

  4. Click the Add New Dashboard Block button.

Adding a Form to Dashboard Block

  1. Select Form from the Dashboard Block type drop-down menu.

  2. Select the form that you want to appear on your dashboard.

  3. Once you've selected the form for your block, you have the option to choose what section of your dashboard that you want the block to appear in.

  4. Click the Add New Dashboard Block button.

Adding a Record to Dashboard Block

  1. Select Record from the Dashboard Block type drop-down menu.

  2. Enter the record KID (the unique idenifier for each record within the Kora system) that you want to appear on your dashboard.

  3. Once you've selected the record for your block, you have the option to choose what section of your dashboard that you want the block to appear in.

  4. Click the Add New Dashboard Block button.

Adding a Quote to Dashboard Block

  1. Select Quote from the Dashboard Block type drop-down menu.

  2. Once you've selected the record for your block, you have the option to choose what section of your dashboard that you want the block to appear in.

  3. Click the Add New Dashboard Block button.

Auto-Generated Quote Blocks

The quotes used for this option are generated from a fixed list in a function contained in the underlying Laravel PHP framework Kora is build upon. There are 13 total quotes that are randomly selected to appear in the quote block on the dashboard.

  • "When there is no desire, all things are at peace." – Laozi
  • "Simplicity is the ultimate sophistication." – Leonardo da Vinci
  • "Simplicity is the essence of happiness." – Cedric Bledsoe
  • "Smile, breathe, and go slowly." – Thich Nhat Hanh
  • "Simplicity is an acquired taste." – Katharine Gerould
  • "Well begun is half done." – Aristotle
  • "He who is contented is rich." – Laozi
  • "Very little is needed to make a happy life." – Marcus Antoninus
  • "It is quality rather than quantity that matters." – Lucius Annaeus Seneca
  • "Genius is one percent inspiration and ninety-nine percent perspiration." – Thomas Edison
  • "Computer science is no more about computers than astronomy is about telescopes." – Edsger Dijkstra
  • "It always seems impossible until it is done." – Nelson Mandela
  • "Act only according to that maxim whereby you can, at the same time, will that it should become a universal law." – Immanuel Kant

Adding Kora Twitter to Dashboard Block

  1. Select Kora Twitter from the Dashboard Block type drop-down menu.

  2. Once you've selected Kora Twitter, you have the option to choose what section of your dashboard that you want the block to appear in.

  3. Click the Add New Dashboard Block button.

  4. Your Twitter block will appear in your chosen section.

Adding a Note to a Dashboard Block

  1. Select Note from the Dashboard Block type drop-down menu.

  2. Enter your Note Title (maximum of 30 characters) that want to appear on your dashboard. This is required.

  3. Enter your Note Content (maximum of 300 characters) that you want to appear on your dashboard. This is required.

  4. Once you've selected the form for your block, you have the option to choose what section of your dashboard that you want the block to appear in.

  5. Click the Add New Dashboard Block button.

Edit Blocks on Dashboard

You are also able to edit the blocks that you've created in the dashboard. Follow these steps:

  1. Select Edit your Dashboard.

  2. Hover your mouse over the block which you wish to edit.

  3. Select Edit Block in the center

  4. This will open a modal for editing your block. Here you have the option to change the Block Type and make any other changes you require.

  5. When you have finished making your changes, click the Update Block button at the bottom of the modal.

Removing Blocks from Dashboard

  1. Select Edit your Dashboard.

  2. Hover your mouse over the block which you wish to edit.

  3. Select the trash can icon in the bottom left corner of the block you would like to remove.

  4. A pop-up will appear asking you to confirm deleting the block. Select the red Delete Block button at the bottom of the modal to confirm.

  5. When you have finished making your changes, click the Update Block button at the bottom of the modal.

Editing Quick Access Actions

The quick actions in Kora are the six icons on the bottom of each block in your dashboard. If you want to rearrange the order of Quick Action items, then follow these steps:

  1. Select Edit your Dashboard.

  2. Hover your mouse over the block whose Quick Actions you wish to edit.

  3. Select Edit Quick Actions. This will prompt the Edit Quick Actions modal to appear.

  4. You may edit the order of quick actions by either pressing the up arrow or down arrow. Alternatively, you may also click on the Quick Action you want to reorder, and drag it to its desired location.

  5. Note that only the top 6 Quick Actions will be displayed in the block that you are editing. The remaining three will appear when you hover over the three-dot icon on the far right.

  6. Click Update Quick actions to save your changes.

  7. To exit, click either Select to Finish Editing at the top, or Finish Editing Dashboard at the bottom of the page.