Compliance

Managing Your Dashboard

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Quick Links, Dashboard Views and Links

Dashboard - Internet Explorer

Dashboard - Internet Explorer

If you have your Dashboard set as your Homepage you will see this each time you log in

Navigating to your Dashboard

The settings page is also accessible from the icon at the top. (hi-lighted in red)

Personal Dashboard Links

Select Quick Links and Dashboard Settings to expose the set up view for Personal Dashboard Links. Click on 'Add Dashboard Link'.

 

Adding a Link

Paste in a link and give it a title. Save changes and Continue

Dashboard Links

Your personal Dashboard link is now shown as a shortcut. You may create up to 20 of these in C-Pro

Quick Links

The Quick Links are numbered including one homepage. You can have up to 5 quick links

Create a Quick Link

As before, paste in a desired web link. This new link will now be instantly accessible using the 2 button at the top of your C-Pro page. Note also that the landing page (globe icon) is set to your Dashboard.

Accessing your Quick Links

Notice that your quick link is not visible in the Personal Dashboard Link's view but is available from the numbered links at the top of your screen. These would typically be links you use often.

A Dashboard View

A Dashboard View

A Dashboard View is signified by the icon shown above

Setting a Dashboard View

Setting a Dashboard View

Whilst you are in a particular module that may be important to you to see regularly in your Dashboard, click on the Q icon at the top to set this view.

Setting the View

Setting the View

Seeing the Dashboard View

Seeing the Dashboard View

The Dashboard View now shows the Complaints module you were in previously. This will now always show up in your Dashboard and will always show current state

Removing Links and Views

Check the box or hit the box with a red X and Save to remove the link or view.

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