Available elements

The person who administers CAS genesisWorld is the administrator. The administrator creates user accounts and assigns rights so that you as a registered user can log on to CAS genesisWorld.

The administrator also configures CAS genesisWorld, which involves arranging lists, forms, menus, navigators and all the pages in CAS genesisWorld according to your company's requirements.

The appearance of CAS genesisWorld (i.e. colors and images) is also defined by the administrator.

Elements in CAS genesisWorld are the elements that form a the dashboard.

Some elements contain preset information that cannot be changed. A few examples include: Address search, Current documents or the Weather forecast element.

You create other elements using a template, you can also define what information you want to display.

Elements are always saved directly, independent of dashboards. If you change, delete, or save an element, you do not need to save the dashboard.

Personal elements

When creating your own element a wizard will open. Use the wizard to define which data you want to display with the element. The personal element is displayed if you select it from the Content drop-down list after having created it.

Aggregated view/Aggregated view on linked data records displays an analysis or a summary of certain data records, or certain data record type links. In both cases, certain fields are analyzed. With the analysis function, users can display the number of data records as well as the sum and the minimum or the maximum values graphically or as text.

A link connects data records.

In CAS genesisWorld you can link, for example, topically related documents with a project. When you open the project you will then see a list of all the linked documents.

You can, for example, use an element to display the progress of tasks by displaying average values of certain tasks for the current week. Alternatively, you can display the average status of opportunities for certain addresses over the past year, i. e. whether they are open, won, and so on. In a second element of this type, you display the average of the past three months and thereby check for deviations.

If you click on a graphic, a new window opens. In this new window, the graphic is displayed enlarged and with a list. If you click on one element of a graphic, the list shows the data records contained in the element. The legend can be displayed or hidden and you can change the colors of the chart.

Customize all displays any fields of any data records of a data record type. You can select the data record type and use filter settings to define which fields you want to display.

Delegated tasks displays tasks of certain participants. You select a certain editing status, for example, "started, but not yet completed tasks" or "open tasks". Furthermore you define whether only delegated tasks of certain participants are to be displayed.

You can select users, resources, and user groups at different points in CAS genesisWorld as participants.

By being selected as a participant, users are granted resources or specific group rights.

You can select participants in views, with data records or when searching for data records.

External data source is only available if you deploy teamWorks and if external data sources are connected to the Management Console. Then, the element displays data from external databases.

Favorites display links, either hyperlinks to your Intranet or hyperlinks to the World Wide Web. With the Customize hyperlink, you define which links are to be displayed as favorites in this element.

A link (hyperlink) is a unique reference to an Internet page, which is displayed, for example, in the address row of the browser.

Links to an Internet page, in a program, a document, an e-mail, and so on, can be displayed as underlined texts, buttons or pictures.

For advanced users
These references use URLs (Uniform Resource Locators): these are unique forms of identification for Internet pages. In other words, a URL is the file name of the internet page and the associated path, that is the location where the page can be found.

Birthdays, view adjustable displays birthdays from addresses of a particular category within a period specified by you.

Current projects displays a project list. For this element, you select which projects with which categories and participants are displayed with which fields.

New addresses of a category displays new addresses. You can select a certain time and a certain category.

Open tasks displays your open tasks, either all tasks or only those with certain categories. Furthermore, you define the fields you want to display.

Embed RSS source displays any RSS (Really Simple Syndication) sources. RSS enables the subscription of external website contents, mostly in text format.

Overview on phone calls, tasks, appointments etc. displays a list containing data records of a certain time period, type, category, or of specific participants.

First, you select the data record type for which you want to display links and define a filter where appropriate. Then, select which linked data records you want to display. You can also define a filter here.

Embed Web contents displays corresponding contents via a URL (Uniform Resource Locator).

Weather relates to the service of the German website www.wetter.com and displays current news about the weather in certain German locations. When creating the element, you enter a header, the desired postal code, and the name of the city or the city ID.

If there are several locations with the same name or the same postal code or you want to create the element for locations outside of Germany, use the unique city ID.

Open www.wetter.com and use the search function to find the desired location. In the URL, you will see the city ID. Enter the city ID in the Postal code, Town/City, or Town/City ID field.

Example:
http://www.wetter.com/wetter_current/current_weather/united_states_of_america/calcutta/US5148883.html

With the resulting code US5148883, you can display the weather for Calcutta in Ohio, USA.

Last edited addresses, documents displays a list of the respective data records for a specific time period and a specific category.

Predefined elements

A predefined element is selected directly in the Content drop-down list, but cannot be changed. Predefined elements are:

The Location information element displays additional information for postal codes such as the location.

The data is legally protected by copyright and other regulations. Copies (whether in part or complete), distribution and other processes all require express contractual permission. Contravening these regulations could result in civil and criminal legal proceedings.