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Create a New Dashboard

1

Navigate to Dashboard

SS D Nav
2

Select System Dashboard to open the dashboard dropdown list

SS D Select
3

Select New Dashboard

SS D New
4

Fill in the required information

SS D Save
Select Save to complete or Cancel to exit without saving changes. 

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Dashboard Actions

SS D Actions
  • Refresh icon: Refresh the information of the dashboard
  • Export icon: Export the data 
  • Duplicate icon: Duplicate the dashboard

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Add a Chart

1

Select the Add Chart button

SS D Add Chart
2

Select the desired chart

SS D Select Chart
3

Fill the required information

SS D Save Chart
Select Save to complete the chart or Cancel to exit without saving. 

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Chart Functions

Select a chart to interact with its functions using the following icons.

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Refresh

SS D Chart R
Select the Refresh icon to update the dashboard with the latest data.

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Filter

SS D Chart F
Use the Filter icon to filter chart data by category. Select a category to apply or remove it.

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Additional Functions

SS D Chart AF
Select the dotted icon to view additional functions.
  • Edit Chart: Modify chart settings, data, or display options.
  • View Detail: View the underlying data used to generate the chart.
  • Export CSV: Export the chart data as a CSV file.
  • Copy to Clipboard: Copy an image of the chart to the clipboard.
  • Delete: Remove the selected chart from the dashboard

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Task List

A centralized location to assign, track status, and monitor progress of tasks.

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Refresh

SS D Task R
Select the Refresh icon to update the task list.

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Filter

SS D Task F
Select the Filter icon to filter results by assignee and status.

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Column

SS D Task C
Select the Column icon to toggle view of desired columns in task list. Select Show All to select all columns at once.

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Add a Task

Create and assign new tasks for tracking and completion.
1

Select Add Task

SS D Task Add
2

Fill in the required information

SS D Task Save
Select Save to complete or Cancel to exit without saving changes. 

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Modify a Task

1

Select the Edit or Delete icon in the Action column

SS D Task Mod
2

Confirm action

  • Edit: Fill in the required information and select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes.

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View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.
S D Alerts
Alerts can be accessed from the Notifications icon in the application header.
Smart Summary prioritizes the most important notifications based on their relevance and urgency, helping surface items that may require action.