CSM 10.4 Documentation

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View the Dashboard

The Dashboard for Cherwell Knowledge-Centered Support allows Users to see:

  • Articles by Creator and Articles by Type.
  • Articles Created this Month.
  • Scored, Resolved, and Referenced Articles.
  • If your Role is Coach, you see CKCS Articles Needing Approval or Review that are assigned to you.

To view the Dashboard:

  1. In CSM Desktop Client, click Dashboards>Dashboard Manager.
  2. Open the Global folder.
  3. Click CKCS.
  4. Select CKCS Overview and then click OK.
    Note: You can set the CKCS Dashboard as the default while viewing it by clicking Dashboards>Set CKCS Overview dashboard as default.

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