Action Tracking Dashboard Pages

Dashboard Pages

Dashboard Pages allow users to:

– open multiple pages that any user can quickly switch between

– each page covers a particular facet of the risk management and assurance process

– pages can be clearly titled describing what the function of each page represents

– pages that can easily be set up and configured by Admin and shared between users so that everyone is, by definition and purpose, on the same page

– pages that any user can also add to and modified to suit their own specific purposes

Well, then, that’s what we have in place now.


Multiple Pages

RiskView now supports multiple dashboard pages.
The active dashboard page can be chosen by all users from the drop-down in the top right-hand corner of the Dashboard.
Dashboard Pages 1
Each page can have a different title and different content. You might like to name the pages based on context, e.g.:
DashboardPages 1

Default Page

The Default page can only be edited by Admin. That is to say, any changes to the Default page will automatically update everyone else’s Default page.
When a user logs in for the first time, they will get the Default page.
Therefore, prior to granting access to other users, it’s a good idea to configure the Default page.

Adding a New Page

All dashboard pages created by Admin are global (note the use of the Global symbol around the system now) and shared with all users.
There is no limit on the number of pages that can be created by Admin or any user.
When Admin creates a New Page, they get a blank page, and need to populate it with dashlets and configure them.
When other users create New Pages, this text will be displayed on the main screen:
Dashboard Pages 3

Adding New Dashlets

To add dashlets to the existing page, as the first line of the invite states, clicking the link makes the list of Dashlets appear to the right:
Dashboard Pages 5
Clicking on any item adds the corresponding dashlet to the dashboard from where it can then be configured.

Importing Dashboard Pages

To import an existing dashboard page, as the second line of the invite states, clicking the link makes the list of Pages appear to the left:
Dashboard Pages 4
Clicking on the item will import all the contents from that page into a blank dashboard page.
Note, this only imports the dashlets, their positioning and configuration. The user can alter it to suit their requirements from then on.

Configuring Dashlets

All dashlets auto-configure to reflect the current Register, so even though Admin may have configured the dashlets at the top level of the register hierarchy, when they are subsequently imported, they will reflect the importing user’s security and positioning on the risk register hierarchy.

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