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.
  2. On the sidebar, 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. Clear the Visible check box. The new chart is hidden to rate users.
  7. Click Summary Form Parts User.
  8. Add the Rates Supervisor User to the chart.