Dashboard

The Dashboard  is the default landing page for Manager Users when they log into the system. It  provides a customizable screen that can display an automatically refreshed Service and Change Request list, system reports and information using widgets. The Request Stream widget provides Manager Users with a list of Service and Change Requests that require approval and automatically updates without requiring a screen refresh, as is required in the Operations and Change tabs.


default_dashboard.png

 

Customizing the Dashboard

Information displayed on the Dashboard can be adjusted according to the Layout defined and the widgets selected.

 

To customize the Dashboard Layout, within the Home tab:

  1. Select the Dashboard tab
    The Add Widget and Edit Layout buttons are visible on the right side of the screen.

  2. Click edit_layout.png
    The Edit Layout window is displayed.


    dashboard_cust.png

  3. Click the image for the required Layout option
    The screen will default to the selected option. To move any existing widgets to another location on the screen, click on the widget heading and drag to the preferred location.

 

Widget Menu Options

To access the Minimize, View Data, Refresh and Delete widget menu options, scroll over the widget header.

 

widget_header.png

widget_menu_options.png

 

    Menu Option

    Description

    Minimize/Maximize

    Select Minimize to reduce the view of the widget to the Widget Header. When minimized, the Maximize option becomes available. Click Maximize to display the widget in full.

    View Data

    Available within the Request Stream widget menu option. Select to view the request details that make up the widget content.

    Refresh

    Select to manually refresh the data displayed.

    Delete

    Click to remove the widget from the dashboard. A warning message will be displayed, select OK to continue with the deletion process.

 

To add widgets to the Dashboard, within the Home tab:

  1. Select the Dashboard option
    The Add Widget and Edit Layout buttons are visible on the right side of the screen.

  2. Click add_widget.png
    The Widget Directory is displayed with the categories across request types, Configuration Management, Finance and Utilities.

  3. Select a widget category
    The list of available widgets is refreshed based on the category selected.

  4. Click the Add Widget button for the widget to be included on the Dashboard
    The widget is applied to the Dashboard and the Directory screen is closed automatically.

    widget_directory.png

  5. To move the widgets to another location on the screen, click the widget heading to engage the drag icon and move the widget to the preferred place on the dashboard.

    dash_graph.png