Customize HR Case Management Corporate Portal Dashboards

Because every Cherwell instance is different, you will need to set up the links to work with your specific One-Step™ Actions.

To customize your HR Case Management Corporate Portal Dashboards, perform the following steps:

  1. In the CSM Desktop Client, select Dashboards > Dashboard Manager.... Navigate to the HR Dashboards: Global/Corporate Portal.
  2. Right-click on the Dashboard you wish to update and select Edit.
  3. Most clients will want to add, remove or update the Common Requests links on the Human Resources, Facilities, IT, and Security Dashboards. To update the link Actions, right-click and select Widget Properties...
  4. Adjust any text or photos you wish.
  5. When you are finished adjusting the Dashboard, click OK.