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.

    You can set the CKCS Dashboard as the default while viewing it by clicking Dashboards>Set CKCS Overview dashboard as default.