This allows you to configure a "customized" template (currently for Claims & Policy Processing personnel) that lets them launch to various work areas from their desktop. Once the template has been designed and entered, assignment is then made through User Setup on a per user basis.
From the Utilities button, click Dashboard Admin:
Click Add Template.
Template Description: Enter the name of the template (e.g., Claims Adjuster).
Add Control: Select from the list the function you wish to display on the dashboard.
To Column: Select the placement of the function as to where it will display on your dashboard: Left, Middle, Right, Top or Bottom.
Add: This places your selection in the area of the screen you wish to see it.
Repeat this for each Control you want to add to your dashboard.
When finished, click Save.
Note: If you make a mistake in the placement of a control, go to the Clear an Area button and choose the Control you wish to remove from the list provided.
For each user you want the dashboard to display when they first access the Web:
Go to Administration / User Setup.
Highlight the user's name and click Edit.
On the Edit User Name screen, select the template in the Dashboard section of the screen.
Use as Startup: Select this field to place a check mark in it. The next time the user signs in to the Web, the dashboard is displayed instead of the Home Page. They can begin their day's work from there.
If you wish to change the appearance of a dashboard:
Click the Pencil Tool Tip (for Edit) opposite the dashboard you want to change.
Make any necessary changes.
Click Save.
To delete a dashboard:
Click the red "X" next to the dashboard you want to remove.
Answer Yes to the validation: "This template will be removed for all users. Are you sure you want to delete?"
The template is removed from the Grid View.