Configuring a standard dashboard layout

You can standardize the layout for each of the three dashboards. When you standardize the layout for a dashboard, users can use the standardized dashboard configuration or they can personalize their individual dashboards. When you update a dashboard, you must instruct service users to reset their dashboards. If you prefer that service users use the standard layout, then you must instruct them to refrain from personalizing the dashboard.

Anytime you reconfigure a standard dashboard, instruct the dashboard users to reset their dashboards. If they don’t reset their dashboards, the previous dashboard settings remain unchanged.

  1. Log in as CMsetup administrator.
  2. Access Case Management from the navigation menu.
  3. Click Settings.
  4. Click General.
  5. Click Dashboard Layouts.
  6. Select a dashboard.
  7. Follow the instructions in the Dashboard Configuration section in this guide.
Parent topic: General settings