Creating a Dashboard

  1. Browse to the Dashboard tab

  2. Click the drop down at the top right and select ‘Create New Dashboard’.

  3. Enter a dashboard name and click the green tick to save.

  4. Click the ‘Edit’ button to open the board for changes.

  5. Click the blue ‘+’ button to add a widget.

  6. Fill the following (Note: these are the most common fields but some widgets may require more or less)

Field Description
Widget Type A predefined list of widgets
Widget Title The heading on the widget
Programs The programs information will be gathered from
Work Types The work types information will be gathered from
Period The period over which the information will be gathered