When users access a

Data Director

application, the

Home

page appears. The

Home

page can contain a task inbox, charts, and reports.

Record views help users add, view, and manage records and review tasks. The default record views use preconfigured layouts that consist of a single panel. Custom record views can consist of multiple panels with primary, secondary, and custom components.

You can design multiple

Home

page and record view layouts. You can create layouts that are applicable to multiple user roles or applicable to unique user roles. You can configure actions that users can perform using the record view, such as creating a record or reviewing tasks. When users log in to

Data Director

, layouts that are applicable to their user roles appear in the application.

If you choose to design custom record views, enable the default record views. Users can manage records using the default record views while you design the custom record views. If enabled, the names of the default record views appear in the

View

list. After you design custom record views, you can hide the default record views.