Navigate dashboard

How to navigate the RIMS homepage and dashboard.

Click the image to watch the video
This short video (approx. 3min 36sec) details the process of  how to navigate the RIMS Hompage

Customised RIMS Homepage

After logging in you will be presented with your Homepage (see below) within a particular facility [1] (in the example case below, ‘CMM’). Note: You can view all available facilities via this dropdown menu. The Homepage presents the user’s dashboard (personalised landing page) in RIMS.

The top section is where a user can book an instrument (or ‘system’) or service that they have user rights for [2]. Users can also make a request to start a new project [3] or request training on an instrument. Bookings must be associated with a Project (for costing purposes).

Several tabs appear across the top of the Homepage (see below). This section briefly describes what each tab covers. 

From your Homepage you can:

1. Book: This tab displays the systems (instruments) available to an individual user for booking. Note: you will need to request training if you do not have authorisation to use an instrument.
2. Order: to order a service or consumable.
3. Request: to request training on a specific instrument, or to start a project request. All Training Request forms and Project Creation Request forms will be listed - ensure to select the correct form. Some training includes OHS requirements to access facilities and use instruments. Note: All instrument bookings in RIMS must be aligned with a project.
4. Documents: Displays any documents an individual user may have saved in RIMS (saved in the Home page). Also includes documents sent to a user by facility administration (e.g. signed off WHS training).
5. Schedules: Displays a read-only calendar with bookings scheduled (instrument, date, times) for all instruments in a facility. It can be used to access an instrument's booking page and create a Favourites page. Although a user can see all of the instruments in the system, you will only be able to book the instruments you have been given authority to use.
6. Statistics: This tab displays the usage statistics (e.g. booked time in hours) for individual instruments across the facility. Specific timeframes can be selected (e.g. per week, per month, per year). This tab also displays recorded incidents for each instrument. This information may assist with report production.
7. Reports:  Displays reports (e.g. chartstring report for Budget holders) containing various information applicable to the users’ role. The Reports function is generally for Administrator and Budget Holder use.
8. Publications: Researchers can add - or search for - a publication in other online repositories (not stored within RIMS). This information is also saved in the Homepage.
9. Profile: User profile information is displayed under this tab. For example, Login name, contact phone number, Group, email. Information about financial accounts that the user has access to is also stored under this tab (including Default financial account number).
10. Logout: to log out of RIMS.
11. Group/ Account management: This link is only available to Group Managers and Account Managers (Budget Holders and their delegates). Various records (e.g. transactions, invoices) are available for review via this link.

The bottom half of this Homepage dashboard contains various sections (see [1] below) providing an overview for each user profile, including their permissions and ongoing tasks. For example, sections include (non-exhaustive list);

• Projects the user is working on, under “My Projects”.
• Sessions booked, under “My Sessions”.
• Instrument training requests in the Training section; and
• A personalised user profile.

On the top right-hand side there is a button to "+ Add a New Section to your Homepage" (see [2] above).  Click this button to add optional sections.

Also, within each individual section, you can refresh it, delete it, or drag 'n' drop (see [3] above) to change the location of that section in your Homepage.   

More detailed descriptions for each of these RIMS Homepage sections is provided below;