Kuali Build Dashboard Basics

• Home
• Edit App Name, Icon, and Color
• Action List
• My Documents
• Kuali Suite Menu
• What's new?
• User Settings
• Search

Home

When you login to Kuali Build you will be on your Dashboard Home page. You will see a series of options and menus across the top of the screen. Each of these options will be discussed later in the article.

In the center panel you will see any apps that you have created or that have been shared with you. You will also see the icon to add (+) a new app. If you have not created any apps or had any shared with you, you will only see the option to add (+) a new app.

Any apps you have created will appear as an icon in the My Apps section. If you have had any apps shared with you, you will see an icon for each app under the Shared with Me section.

Edit App Name, Icon, and Color

When creating a new app, you have the ability to select the app's icon and color. You may want to change both of those at a later time.

• To edit the app's attributes, from the Dashboard, hover over the app icon you would like to change.
• Click on the small pencil button that appears in the right corner of your app's icon.

• From the pop-up window that appears, you will be able to adjust the name of the app, the icon associated with the app, and the icon's color.

Action List

When you login to Kuali Build, one of the first things you want to check each day is your Action List (see Action List). From the Action List you will be able to see work items that have been assigned to you and that are incomplete.

• To navigate to your Action List, click on Action List at the top of the page next to the home button. You may have a number appearing next to the Action List - this number indicates the number of work items you need to complete.

My Documents

The My Documents tab allows you to see forms that you have created. It is divided into two areas: Submitted and Drafts.

Submitted

The Submitted area provides a list of documents that you have submitted, including their status in the workflow process. From here you are also able to take a few actions on submitted forms.

Drafts

The Drafts area houses forms that you have begun but have not yet submitted. You are able to see when the form was created and how much time has elapsed since then. By clicking on the form name, you are also able to make changes, submit, or discard the document.

Kuali Suite Menu

All Kuali products will have have a Suite Menu ()that allow you to access various parts of the application.

The options available will depend on your level of access in the system. The 'Spaces & Settings' option is only available to Enterprise level customers; all other customers will see 'System Settings.' 

If a user is not a System Administrator they will only have the 'Groups' and 'Help' options available to them in the menu.  

Below outlines all options available in the top level menu:

People & Groups:

Gives you access to the People, Groups, and Blueprints for your institution.  You can view, edit, and create new entries as required for your system management.

Spaces & Settings:

Allows you to edit your system Spaces and Permissions within the Kuali product.

History:

Allows you to see actions taken in forms, workflow, documents, and permissions.

Usage (EXPERIMENTAL):

This is the first iteration of usage analytics within Kuali that will show general and app specific data. This allows admins more insight into how their system is being used to gauge engagement and adoption. This board gives you info on the number of apps, total submissions, total spaces, total integrations, total users, total groups, total blueprints.  They will also be able to see a list of the apps in the system and the number of submissions for each as well as the date of last submission (i.e. total apps, total submissions, etc.).  We hope to expand this dashboard to add additional metrics as time progresses.

Help:

This help link takes you to the Kuali Support portal to allow you to access our extensive knowledge base.

What's new?

The What's new? in the top header of the Kuali applications will indicate when new features or updates are posted:

You can see additional information about using the What's New feature here.

User Settings

In Kuali, you can access your individual user settings via the icon in the top righthand corner of the application.  These settings will only affect the individual user that's logged into Kuali.  

My Account

This allows you to open your user profile information in Kuali. You can edit your user profile (if appropriate) and reset password if not utilizing your local institutional single sign-on for access (more information in the Reset Password for non-SSO Login article).

Theme

By default, Kuali is in Light Mode but if you would like to utilize Dark Mode, you can change it with the Theme options. Alternatively, if you want it to default with how your computer system settings are configured you can select System Default and it will pull from your Appearance settings.

Logout

The Logout button will log you out of Kuali. Please be aware that this will log you out of Kuali, but not your local single sign-on SSO (if you're utilizing that to access Kuali products). However, if configured, the logout may take you to a landing page for your local SSO to allow you to log out completely.

Search

The Search field allows you to search for text in any of the app titles you have access to (you can't search for apps that you don't have permissions to view). Search is case-insensitive and does partial word matches.

For example, an app with the name “Study Abroad Request” would match if any of the following were entered: request, abroad, stu, abr, road, s.

User Tip: To keep your apps separate from other groups or users, add a prefix to your app name so that only your group's apps will be isolated during search. For example, if you are a member of the IT Services Department, you may choose to add ITSD to the beginning of your app name to help differentiate it from other departments.