Under Sites & Filters, user able to select the site and apply filters such as Location, Section, Asset and Category to display relevant dashboard data
Open Template & Sync to create, select or manage dashboard templates. User also able to sync dashboard widgets by Position or User if required
User can open the Dashboard Features and tick the checkboxes for the modules you want to display, such as:
My Shortcuts
Work Order PM
Work Order CM
Assets
Additional Modules
Advanced Features
Click Reset to Default to restore the dashboard to the default setting or click Save Dashboard to apply and save your customization
User able to add their personal widget by click Add Personal Widget button on the dashboard
User need to set the widget by selecting the Feature. Others are optional, but it is recommended to fill in all details including the Widget Size, System Site, Asset Location, Asset Section, Time Period and preferred Chart Type (Bar, Line, Pie, List)
User also able to add multiple widget at once, click Add to Queue button after setting each widget. Repeat the process to add additional widgets to the queue
Once all widgets have been added, click Save Changes to add the widget to the dashboard
