You can create a dashboard by copying an existing one. You can then name it and customize it for its new purpose.
If you want to build a dashboard from scratch, refer to Add a Dashboard.
To copy a dashboard
- Click the Dashboard tab.
- Choose the appropriate dashboard from Current Dashboard.
- Click Configure and select Copy Dashboard. New appears in the Current Dashboard field.
- Configure or remove the existing gadgets.
Add new gadgets, as appropriate:
Gadget
Description
Incident
Shows all active incidents in the region or shows all active incidents related to the division (provider facility or mobile provider) you select.
Client List
Shows a list of clients that match the criteria in the search filter you select for the gadget.
Client Summary
Visual representation of clients that match the criteria in the search filter you select for the gadget. For this type, you also select how to group the data, how to sort it, and what format it should appear in.
Regional Client Summary
List of active clients in the region organized by triage category and the search filter you select for the gadget. For this type, you also select how to group the data.
- If appropriate, change the dashboard's layout.
- Click Save. The Save Dashboard window opens.
- Enter a Name for the dashboard.
- If appropriate, enter its Description.
- If you want to share the dashboard, set or change sharing.
- Click Save.