Admin User Dashboard Configuration - hmislk/hmis GitHub Wiki

User Dashboard Configuration

Overview

The User Dashboard provides an administrator with a detailed, at-a-glance view of any individual user's profile, activity, and transaction history. It brings together personal details, department assignments, login history, and financial transactions into one screen. Administrators can also launch this view directly from the Login History report.

When to Use

  • Investigating a user's recent activity after a reported discrepancy
  • Reviewing all departments a user can access and when they last logged in there
  • Auditing a user's transactions over a date range
  • Getting a complete picture of a user before deactivating their account

Navigating to the User Dashboard

From the User List:

  1. Click AdministrationManage Users
  2. Select the user row
  3. Click Manage Dashboards in the right action panel

From the Login History report:

  1. Navigate to the Login History screen
  2. Click the eye icon (View User Dashboard) next to any login record
  3. The dashboard opens showing that user's profile

Required privilege: UserMenu (for the dashboard itself)

Dashboard Tabs

User Details Tab

Displays two panels side by side:

Personal Information:

  • Username, Code, Full Name, Email, Telephone
  • Role, Institution, Department
  • Status (Active / Inactive, highlighted green or red)
  • Created At date and time
  • Last Password Reset date and time

Staff Information (shown only if the user is linked to a staff record):

  • Staff Code, Registration number
  • Designation, Grade, Category
  • Speciality
  • Date Joined, Employee Status, Qualification

Departments Tab

Shows all departments assigned to the user and their access history:

Column Description
Department Name The department
Institution The institution it belongs to
Assigned via Privilege Green "Yes" if this assignment came from a role/privilege; grey "No" otherwise
Accessed Blue "Yes" if the user has ever logged in from this department; grey "No" if never used
Last Accessed Date and time of the most recent login from this department
Access Count Total number of times logged in from this department

Login History Tab

Shows the most recent login records for the user:

Column Description
Login At Date and time of login
Logout At Date and time of logout — shows "Still Active" in green if the session is ongoing
Institution Institution logged in to
Department Department logged in to
IP Address Network address of the device used
Browser Browser name
OS Operating system

Transactions Tab

Shows all billing and payment transactions performed by this user, with date range filtering:

  1. Enter From Date and To Date
  2. Click Filter
  3. The table updates to show only transactions in that range
  4. Click Reset to clear the date filter

Transaction columns include: Type, Date/Time, Number, Patient, Description, Amount, Status, and Additional Info. The table paginates at 25 rows by default.

Related Features