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Navigate to dashboards via Service Desk → Dashboards.

To add a dashboard:

  1. Click , click on the ‘Add Dashboard’ button on the Dashboards screen.
  2. Populate Add Dashboard fields and then click OK.
    • Name – The Name of the Dashboard
    • Sharing – Private or Public
      1. If Private only the Owner can view the dashboard
      2. If Public other users can view the dashboard. Other users can then Open or Copy the dashboard but cannot Edit or Delete it
    • Owner – Defaults Users name here and cannot be edited.
    • Description – an optional field that describes the contents or use
    • Tick box – Allows the Dashboard to Auto Start when the owner logs in. If selected this Dashboard will automatically open in a second browser tab when the owner logs into VSM
      1. On first Logon you will need to allow Popups, to enable your dashboards to start automatically on log in.
  3. You have created a new dashboard name.
  4. Select the new name, right click to Open Dashboard and then add required dashlets.

To add a dashlet:

  1. Click on the + symbol and the ‘Add Dashlet’ pop up appears. Select as many of the dashlets as you desire by clicking on the icon representing each dashlet.
  2. Select Done
  3. Click on the Setting cog
  4. Select each item on the left-hand panel for each dashlet and populate with required information from the drop-down boxes.
    1. Where there are optional selectable panels, tick box if required.

 

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