SmartSolve Dashboards

The SmartSolve dashboard is a unique workspace that an administrator can create, that provides team members with tools and services for collaboration on SmartSolve records. A dashboard contains lists of records such as documents and change orders, and also offers the end user access to searches for full text searching and meta data queries to data analytics/reports to links to webpages to quickly gain necessary information. To create a dashboard, a user must be assigned the appropriate rights.

Click the Home tab > My Dashboards for a list of all available dashboards.

NOTE: It may be beneficial to configure your dashboards to align to your user roles. Dashboards can be modified using the Portal Dashboards section of the Studio Designer Help System.

See Also

Default Dashboards

Solutions Platform

Document Workflow

Logging Into the System

SmartSolve Portal

Navigation

Types of Fields in SmartSolve

Change Management Integration

     

 

 
Friday, September 25, 2015
9:37 AM