Customizing Management Panel (Smart Decision)
3 min
The Smart Decision is the management panel on the system's main screen. In this panel, it is possible to add dashboards from a template or select them manually.
In this area, it is also available resources to create shortcuts (links), view reports, and dashboards.
In the default management panel, only the resources of type Quick Access (links) are available.
Before getting started
To create shortcuts (links), it is not necessary any special permission;
However, the elements use of type widget and smart reports need permissions defined by the tool manager.
Procedure
Use a template to customize the user panel
- To view the templates available, click on the “Show/Hide menu” icon;
- To add a dashboard to a template, click on the “Add new dashboard” icon (left side of the screen), complete the fields available, select a template and click on "Save";
- To edit the dashboard, click on the “Edit dashboard” icon;
- To delete a dashboard, click on the “Remove dashboard” icon.
Enter elements manually
- To add elements with links, smart reports, or widgets, click on the “Enable edit mode” icon and then on the “Add new widget” icon:
- Quick Access:
- Click on Links:
- Click on the “Edit widget configuration” icon about the Links box;
- Complete the fields available and click on "Add" to set the Type, if "Internal", select the system Menu (e.g.: Processes > Portfolio and Catalog Management > Smart Portal), if "External" define the Title/Key and add the URL;
- Click on "Apply".
- Smart Report:
- choose the type of report that will be in the management panel.
- Widgets:
- choose the type widget that will be in the management panel.
- To set the display mode of the elements in the dashboard, click on "Layout" and choose an option;
- To save the changes in the management panel with widgets, click on the “Save changes” icon;
- To undo the changes, click on the “Undo changes” icon.