Customizing Homescreen

Customize your Unifize Home Screen to prioritize the information and workflows most relevant to you.

Each user can personalize their Home Screen independently — no Admin privileges required.

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What is the Home Screen?

The Home Screen is the first page you see after logging into Unifize.

It offers instant visibility into important tasks, documents, and records, helping you stay focused and organized.

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Key Components of the Home Screen

• Quick Start Panel

  Displays urgent action items like pending tasks, approvals, or trainings.

• Document & Process Dashboards

  Visual summaries of record statuses, approvals, and ongoing processes.

• Sections (Tiles)

  Customizable blocks pulling filtered data from processes like Change Control or Training Management.

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Who Can Customize the Home Screen?

All users can customize their personal Home Screen.

Changes apply only to your view and do not affect others.

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How to Customize Your Home Screen

1. Navigate to Home Screen Settings

• Click your Profile icon on the left navigation bar.

• Select Org Settings.

• Open the Home Screen tab.

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2. Add a New Tile or Segment

• Click + Add New Tile to add a filtered record view.

• Click + Add New User Segment to customize views for different user groups.

Choose from pre-defined tiles like pending approvals, open tasks, or document requests.

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3. Customize Tiles

• Select a process (e.g., Change Control, CAPA, Training Management).

• Apply filters to narrow the data (e.g., Owner = Current User, Status = Open).

• Enter a clear Section Title.

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4. Reposition Tiles

• Drag and drop sections to arrange them in order of importance.

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5. Save and Apply Changes

• Click Save Configuration once you're happy with the layout.

Your Home Screen will now reflect your personalized setup.

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Best Practices for Home Screen Customization

• Prioritize Critical Workflows

  Place urgent sections like “My Pending Approvals” at the top.

• Use Clear Titles

  Make section headings descriptive for quick understanding.

• Group Similar Items

  Keep related records together for easier access.

• Keep It Clean

  Avoid cluttering your Home Screen with too many tiles.

• Update Periodically

  Adjust your layout as your workflows evolve.

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Watch this video walkthrough for a step-by-step guide to customizing your Home Screen.

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Personalizing your Home Screen helps you stay organized and focused — giving you immediate access to what matters most in Unifize.