Set Up Dashboard

The Set Up Dashboards allows users to customize their dashboards by adding, removing, or managing dashlets. Dashlets are individual components that display specific types of data or functionality on the dashboard, helping users personalize their view to focus on the most relevant information.

Steps to set up the dashboard.

1. The “Set Up Your Dashboard” window appears. By default, the “Set Up Dashboard” option is displayed. Expand the fields using the arrow and select the required checkbox.
   
   
2. In the Document dashlet, unselecting the checkbox for My Submissions, a warning message window will pop up stating: "You cannot unselect a mandatory dashlet."
3. Click the OK button to close the warning window.
   
   
4. Click the Remove button to initiate the removal process. A confirmation window will appear with the message: "Are you sure that you want to remove the collection?”. Also, the user can only remove the newly added fields and not the pre-defined fields.
5. Click Yes to confirm and remove the collection or click No to cancel the action and keep the collection.
   
   
6. Click on the Add button, and a new entry will appear under the list of available dashlet as (collection Name). While adding a new dashlet, the user has to mention the Title and Description in the left-side fields.
   
   
7. Once all necessary changes are completed. Click the Save button at the bottom of the popup window to apply the changes.
   
   

Note: The checkbox(s) selected for each dashlet from the set up your dashboard window will only display those tabs in the Dashboard. Refer to the above screenshot.