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