Default Dashboards

Default dashboards come standard with the Document Management solution and can be modified by a system administrator using the Portal Dashboards section of the Studio Designer Help System.

Document Management provides the following default dashboards:

Certification Sign-off - Displays the documents that the user is required to read or to complete training on.
Document Approver - Displays the documents that require approval.
Document Coordinator - Displays all document tasks assigned to the document coordinator.

To set a default dashboard:

Open the dashboard you want to set as the default.
Click Set As Default at the top of the dashboard.
Click the Ok button.
Result: The selected dashboard will now be displayed every time you log into the application.