Layout Overview

Owned by Former user (Deleted)
Last updated: yesterday at 1:11 am by Jane Padgett
3 min read

The RIB CX screen is divided into four sections:

  • Project Toolbar

  • Modules Frame

  • List Frame

  • Details Frame

Project Toolbar

The Project Toolbar contains icons which allow you the quick access to create new documents, contacts, search and logout.

Modules Frame

The Modules Frame lists modules available to you and allows you to navigate between those modules.

Click the  to Minimise the Main Menu for more space.

Notifications Frame

The Notifications Frame displays your Notifications and Hotlist.

1. You can change the number of notifications you would like displayed per page.  Once changed this setting will be saved for you. 

Details Frame

The Details Frame shows the details of an item you select from the List frame, e.g. if you select an item from General Correspondence, then the Detail preview frame will display that item of correspondence.

Customise Your Home Page

The Customisable Home Page in RIB CX introduces a personalised home page experience, allowing users to tailor their home page to their specific needs. This enhancement provides quick access to the most relevant information and tools.

Responsive Layout:

  • Clicking items from the Hotlist or Notifications opens the form in a right-hand for quick access.

  • The home page will reorganise it self automatically to fit the widgets as needed

User-specific homepages are saved globally across all projects and override Admin-defined homepages.

Users can reset their dashboards to the admin-defined system layout.

Edit Home Screen Dashboard

  1. Click on Edit in the top right-hand corner.

  1. Configure the layout by resizing the widgets and saving custom setups.

Widgets Available

  • Notifications

  • Hotlist

  • Calendar

  • Training

  • Items Waiting

  • Your Items

  • Create Another

  • HTML Widgets

Reset to System Layout

To reset back to the system layout, click on the "Reset to System Layout" button.