Configuring the Change Dashboard
Each step of the Change Enablement setup process is carried out on through the Application Setup - Change Enablement page. To find the setup page
- Log in as an Administrator and open the Configuration console.
- From the Settings pane, select Configure > Organizational Profile > Application Setup.
- In the Application Setup workspace, select Change Management to display the Application Setup - Change Enablement page.
Configuring the Change Dashboard
Set up your Change Dashboard to display the Change process information you need to see in summary. Use the Application Setup - Dashboard Manager page to select the dashboard parts to display on the Change dashboard. The application offers six options for populating the Change Dashboard:
- Requested Changes
- Top 5 CIs with Active Changes
- Changes Pending Approval
- Variance Report
- Active Changes by Type
- Major Changes
Adding the summaries you want on your Change Dashboard
- Click Manage Dashboard. The application displays the Application Setup - Dashboard Manager page.
- Click the checkbox beside a dashboard part name to display the information on the Change dashboard.
- Click Preview to see a preview of what the dashboard will look like with this dashboard part. Click Escape to close the preview.
- To rename a dashboard, do the following:
- Click Rename.
- Enter a new name.
- Click Save.