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:
- In the CSM Desktop Client, select Dashboards > Dashboard Manager.... Navigate to the HR Dashboards: Global/Corporate Portal.
- Right-click on the Dashboard you wish to update and select Edit.
- 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...
- Adjust any text or photos you wish.
- When you are finished adjusting the Dashboard, click OK.