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Navigate to dashboards via Service Desk → Dashboards.
To add create a dashboard:
- Click on the ‘Add Dashboard’ button on the Dashboards screen.
- Populate Add Dashboard fields and then click OK.
- Name – The Name of the Dashboard
- Sharing – Private or Public
- If Private only the Owner can view the dashboard
- 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
- On first Logon you will need to allow pop-ups, to enable your dashboards to start automatically on log in.
- You have created a new dashboard name.
- Select the new name, right click to Open Dashboard and then add required dashlets.
To add a dashlet to your dashboard:
- 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.
- Select Done
- Click on the Setting cog
- Select each item on the left-hand panel for each dashlet and populate with required information from the drop-down boxes.
- Where there are optional selectable panels, tick box if required.
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