Manage Quick Dashboard Window

The tables below describe the settings and buttons for the Manage Quick Dashboard window for supervisors and administrators.

Settings and Buttons

Quick Dashboard Table

Name

Name of the Quick Dashboard.

Description

Brief description of the Quick Dashboard.

Default

Indicates whether a given Quick Dashboard is the default. When a user's Quick Dashboard box is set to Use Default, the default Quick Dashboard will be loaded when the user logs in. For further information, see Changing Agent Properties.

Loaded

Indicates, with a check mark, whether a given Quick Dashboard is loaded.

Quick Dashboard Table Buttons

Load

Click to load a Quick Dashboard and close the window. You can also double-click a Quick Dashboard name to load it.

Load for editing

Click to open a Quick Dashboard and close the window.

New

Click to display the New Quick Dashboard window, which enables you to create a new Quick Dashboard.

Copy

Click to display the Copy Quick Dashboard window, which enables you to copy an existing Quick Dashboard.

Properties

Click to display the Quick Dashboard Properties window, which enables you to change the name and/or description of an existing Quick Dashboard.

Set As Default

Click to define the Quick Dashboard that is used when a supervisor's Quick Dashboard field is set to Use Default. For further information, see Changing Agent Properties. The default Quick Dashboard is indicated by a check mark in the Default column.

Delete

Click to delete a Quick Dashboard.

Window Buttons

Close

Click to close the window without opening a Quick Dashboard.

Quick Dashboard—New/Copy/Properties Window

Settings and Buttons

Name

Enter an appropriate name for the Quick Dashboard.

Description

Enter a brief description of the Quick Dashboard.

OK

Click to create, copy, or change the Quick Dashboard and close the window.

Cancel

Click to close the window without creating, copying, or changing the Quick Dashboard.

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