Creating a dashboard chart for the Rates Supervisor

This example shows how to create a dashboard chart for the Rates Supervisor within the Rates Group:

  1. Create your query and dashboard chart as previously and save.
    In the background, a Dashboard Chart Part has been created and allocated to all Home Summary forms but is not visible.
  2. Select System Administration > System Parameters > Summary Form Maintenance.
  3. Select the Rates Home Summary form.
  4. Click Summary Form Layout.
  5. Locate your new Dashboard Chart Part.
  6. Leave the Visible check box cleared. Rates users do not see the new chart.
  7. Click Summary Form Parts User.
  8. Add the Rates Supervisor User to the chart