This video shows how to customise your Home Screen, your personalised dashboard showing the insights, records and actions that matter most to you.

1. Click the Edit Home icon in the top right-hand corner to enter edit mode.
2. In the Edit Home pop-up, you can choose dashboard cards from across the Platform, including Governance, Privacy, Incident, Contract and Vendor Management.
3. Choose a layout: No Accordion shows cards upfront (best for high-priority content), while the accordion option groups cards into expandable sections.
   • Note: You can create up to nine accordion groups, with up to twelve cards in each.
4. Select a Type from the panel on the left. The matching cards appear on the right.
5. Tick the cards you want to add. You can mix content from different areas to suit your role.
6. Check the live preview beneath the controls and adjust your selections until you are happy.
7. Click Save. Your Home Screen is published straight away. You can return to edit mode at any time.
8. Use the Progress & Quick Add card to see what has been completed on time and what is overdue in each module. Click the quick add button to create new items directly; overdue items are highlighted in red.
   • Note: Only modules you have permission to access are shown.