dashboards for the web client user guide

Supply Chain Execution 2012.
Dashboards for the Web

Client User Guide
Supply Chain Execution 2012.2

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Dashboards for the Web Client User Guide

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Table of Contents
Dashboard Working Environment Web Client __________________________________________________ 8
Description _____________________________________________________________________________ 8
Dashboard Pages Web Client ______________________________________________________________ 9
Description _____________________________________________________________________________ 9
Example: Dashboard Page ________________________________________________________________ 9
Dashboard Tabs Web Client ______________________________________________________________ 10
Description ____________________________________________________________________________ 10
Dashboard Modules Web Client ___________________________________________________________ 11
Description ____________________________________________________________________________ 11
Example: Dashboard Module _____________________________________________________________ 11
Dashboard Setup Tasks Web Client ________________________________________________________ 13
Task List _____________________________________________________________________________ 13
Assign Dashboard Access to a Role Web Client _______________________________________________ 14
Description ____________________________________________________________________________ 14
Procedure ____________________________________________________________________________ 14

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Maintain Template Tabs Web Client ________________________________________________________ 16
Description ____________________________________________________________________________ 16
Example: Template Dashboard Maintenance Page ____________________________________________ 16
Fields: Template Dashboard Maintenance Page ______________________________________________ 16
Add or Modify a Template Tab Web Client __________________________________________________ 17
Description ________________________________________________________________________ 18
Example: Template Dashboard MaintenanceAdd Template Tab Page _________________________ 18
Control: Template Dashboard MaintenanceAdd Template Tab Page ___________________________ 18
Example: Select Dashboard ModuleAdd New Module Page _________________________________ 18
Example: Add New ModuleEdit Module Page _____________________________________________ 19
Controls: Add New ModuleEdit Module Page _____________________________________________ 20
Procedure _________________________________________________________________________ 21
Assign or Unassign a Template Tab Web Client _____________________________________________ 23
Description ________________________________________________________________________ 23
Example: Template Dashboard MaintenanceAssign Template Page ___________________________ 23
Control: Template Dashboard MaintenanceAssign Template Page ____________________________ 24
Procedure _________________________________________________________________________ 24
Rename a Template Tab Web Client ______________________________________________________ 25
Description ________________________________________________________________________ 25
Example: Template Dashboard MaintenanceModify Tab Page _______________________________ 25
Control: Template Dashboard MaintenanceModify Tab Page ________________________________ 26
Procedure _________________________________________________________________________ 26
Delete a Template Tab Web Client _______________________________________________________ 26
Description ________________________________________________________________________ 27
Example: Template Dashboard MaintenanceRemove Tab Page ______________________________ 27
Control: Template Dashboard MaintenanceRemove Tab Page _______________________________ 27
Procedure _________________________________________________________________________ 27
View a Template Tab Web Client _________________________________________________________ 28
Description ________________________________________________________________________ 29
Example: Template Dashboard MaintenanceView Template Page ____________________________ 29
Control: Template Dashboard MaintenanceView Template Page _____________________________ 29
Procedure _________________________________________________________________________ 29
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Maintain Role Tabs Web Client ____________________________________________________________ 31
Description ____________________________________________________________________________ 31
Example: Role Dashboard Maintenance Page ________________________________________________ 31
Fields: Role Dashboard Maintenance Page Toolbar ____________________________________________ 32
Add or Modify a Role Tab Web Client _____________________________________________________ 32
Description ________________________________________________________________________ 33
Example: Role Dashboard MaintenanceAdd Role Tab Page _________________________________ 33
Field: Role Dashboard MaintenanceAdd Role Tab Page ____________________________________ 33
Example: Role Dashboard MaintenanceSelect Template Page _______________________________ 34
Field: Role Dashboard MaintenanceSelect Template Page __________________________________ 34
Procedure _________________________________________________________________________ 34
Assign a Template Tab to a Role Web Client _______________________________________________ 37
Description ________________________________________________________________________ 37
Example: Role Dashboard MaintenanceSelect Template Page _______________________________ 37
Field: Role Dashboard MaintenanceSelect Template Page __________________________________ 38
Procedure _________________________________________________________________________ 38
Rename a Role Tab Web Client __________________________________________________________ 39
Description ________________________________________________________________________ 39
Example: Role Dashboard MaintenanceModify Tab Page ___________________________________ 39
Field: Role Dashboard MaintenanceModify Tab Page ______________________________________ 40
Procedure _________________________________________________________________________ 40
Copy a Role Tab Web Client ____________________________________________________________ 41
Description ________________________________________________________________________ 41
Example: Role Dashboard MaintenanceCopy Tab Page ____________________________________ 41
Field: Role Dashboard MaintenanceCopy Tab Page _______________________________________ 41
Procedure _________________________________________________________________________ 42
Delete a Role Tab Web Client ___________________________________________________________ 42
Description ________________________________________________________________________ 42
Example: Role Dashboard MaintenanceRemove Tab Page __________________________________ 42
Field: Role Dashboard MaintenanceRemove Tab Page _____________________________________ 43
Procedure _________________________________________________________________________ 43
View Dashboard Module Subscriptions for a Role Web Client ___________________________________ 44
Description ________________________________________________________________________ 44
Example: Role Dashboard MaintenanceView Dashboard Page _______________________________ 45
Field: Role Dashboard MaintenanceView Dashboard Page __________________________________ 45
Procedure _________________________________________________________________________ 45

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Maintain User Tabs Web Client ____________________________________________________________ 46
Description ____________________________________________________________________________ 46
Example: Dashboard Subscriptions Page ____________________________________________________ 46
Fields: Dashboard Subscriptions Page Toolbar _______________________________________________ 46
Add or Modify a User Tab Web Client _____________________________________________________ 47
Description ________________________________________________________________________ 47
Example: Dashboard Subscrip-tionsAdd User Tab Page ____________________________________ 47
Field: Dashboard SubscriptionsAdd User Tab Page ________________________________________ 48
Procedure _________________________________________________________________________ 48
Assign a Template Tab to a User Web Client _______________________________________________ 50
Description ________________________________________________________________________ 50
Example: Dashboard SubscriptionsSelect Template Page ___________________________________ 50
Field: Dashboard SubscriptionsSelect Template Page ______________________________________ 51
Procedure _________________________________________________________________________ 51
Rename a User Tab Web Client __________________________________________________________ 52
Description ________________________________________________________________________ 52
Example: Dashboard SubscriptionsModify Tab Page _______________________________________ 52
Field: Dashboard SubscriptionsModify Tab Page __________________________________________ 52
Procedure _________________________________________________________________________ 53
Copy a User Tab or Template Tab Web Client ______________________________________________ 53
Description ________________________________________________________________________ 53
Example: Dashboard SubscriptionsCopy Tab Page ________________________________________ 53
Controls: Dashboard SubscriptionsCopy Tab Page ________________________________________ 54
Procedure _________________________________________________________________________ 54
Delete a User Tab Web Client ___________________________________________________________ 55
Description ________________________________________________________________________ 55
Example: Dashboard SubscriptionsRemove Tab Page _____________________________________ 55
Field: Dashboard SubscriptionsRemove Tab Page ________________________________________ 56
Procedure _________________________________________________________________________ 56
View Dashboard Module Subscriptions for a User Web Client __________________________________ 57
Description ________________________________________________________________________ 57
Example: Dashboard SubscriptionsView Dashboard Page __________________________________ 57
Field: Dashboard SubscriptionsView Dashboard Page ______________________________________ 58
Procedure _________________________________________________________________________ 58
Edit Dashboard Module Properties Web Client ________________________________________________ 59
Description ____________________________________________________________________________ 59
Example: Dashboard SubscriptionsEdit Module Page _________________________________________ 59
Example: Apply Qualifiers Page ___________________________________________________________ 59
Fields: Apply Qualifiers Page _____________________________________________________________ 60
Procedure ____________________________________________________________________________ 61
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View a Dashboard for a User Web Client ____________________________________________________ 63
Description ____________________________________________________________________________ 63
Example: Dashboard Page _______________________________________________________________ 63
Fields: Dashboard Page Toolbar ___________________________________________________________ 64
Procedure ____________________________________________________________________________ 65

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Dashboard Working Environment Web Client

Description
Description
The dashboard working environment consists of
dashboard pages including a
main dashboard page that lets you view the dashboards
dashboard subscriptions page that lets you manage your dashboard subscriptions
template dashboard maintenance page that lets you maintain template tabs, and
role dashboard maintenance page that lets you maintain the dashboards assigned to specific roles
within the system.
dashboard tabs.
dashboard modules.
dashboard title, which displays the title for the active dashboard. When you are viewing your personal
dashboard, the title is blank. However, if you are logged in as a Super user and are viewing the
dashboard for another user, the title is "Dashboard for User <user name>".
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Dashboard Pages Web Client

Description
Example: Dashboard Page
Description
The RedPrairie dashboard pages provide navigational and functional components that let you access and work
in the dashboards provided by your RedPrairie product.

This image is an example of the Dashboard page with the User Observations tab selected.

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Dashboard Tabs Web Client

Description
Description
A dashboard tab is an element that can contain one or more dashboard modules. RedPrairie products support
these types of tabs:
Default tab Locked tab that contains pre-configured dashboard modules. Although these tabs cannot
be edited or deleted, authorized users can copy them to their or another user's dashboard. Copies of tabs
can be edited or deleted.
Once dashboards are enabled and visible, users logged in with a Super user account can view the default
dashboard tabs. Default dashboard tabs vary, depending on the product that you are using.
User tab Tab that an individual user creates for personal use. This type of tab can only be modified or
deleted by the user that created it. For more information on maintaining user tabs, see Maintain User
Tabs Web Client.
Template tab Tab that a super user creates for a user. This type of tab cannot be modified by an
unauthorized user; but subscribed users can view a template tab and copy it to create a user tab that can
be modified. For more information on maintaining template tabs, see Maintain Template Tabs Web
Client.
Role tab Tab that contains dashboard modules that apply to a specific role. This type of tab can only be
viewed (not modified or copied) by users assigned to that role. For more information on maintaining role
tabs, see Maintain Role Tabs Web Client.
The locked icon (
) is displayed on tabs that can be displayed, but not edited, such as
default tabs, and

template tabs.
Note
If you want to add content to a locked tab, you can copy the tab and then edit the copy.
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Dashboard Modules Web Client

Description
Example: Dashboard Module
Description
A dashboard module is an element that contains a chart or grid that displays a visual snapshot of operations at a
given point in time, such as a work status or labor capacity. Modules derive their data from specified data driven
applications (DDAs).
Dashboard modules are available in these widths:
Narrow Appears on the left side of the tab.
Wide Appears on the right side of the tab.
Note
If a narrow module is not used, then a wide module will expand to the width of the tab.
Header Appears across the top of the tab.

Single column Appears in a 3-column format across the tab.
Full width Appears across the width of the tab.
When you add dashboard modules to tabs, you can add default dashboard modules provided with your
installation, or you can add custom dashboard modules that you create using Dashboard Module Maintenance
in the RedPrairie client. When you create a custom dashboard module, you can use Role Maintenance to grant
roles permission to view and use the dashboard modules that you created. For more information on assigning
dashboard access to a role, see Assign Dashboard Access to a Role Web Client.
Example: Dashboard Module

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This image is an example of a dashboard module.
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Dashboard Setup Tasks Web Client

Task List
Task List
Before you begin using dashboard modules, complete these setup tasks as needed.
1. Determine the roles that should be allowed to perform dashboard administration tasks and assign the
dashboard Web Services, Privileges and Modules to those roles. For more information, see Assign
Dashboard Access to a Role Web Client.
2. Determine the roles that should be allowed to view dashboard modules and assign the dashboard
Modules to those roles. For more information, see Assign Dashboard Access to a Role Web Client.
Note
The Management role is predefined with a set of dashboard modules.
3. If you are using RedPrairie Workforce Management and want to use user-defined search criteria in
dashboards, create a planning profile. For more information, see the Planning Profiles User Guide.
4. Maintain template tabs. For more information on maintaining template tabs, see Maintain Template Tabs
Web Client.
5. Maintain role tabs. For more information on maintaining role tabs, see Maintain Role Tabs Web Client.
6. Maintain user tabs. For more information on maintaining user tabs, see Maintain User Tabs Web Client.

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Assign Dashboard Access to a Role Web Client

Description
Procedure
Description
A role is a category used to group menu options for the purpose of maintaining user authorizations. Once roles
are created, they are assigned to the appropriate user account(s) to control the tasks users are authorized to
perform. As an example, you can create an Administrator role to identify all of the menu options that are needed
to fulfill the duties required for that job. Specific to dashboards, you would ensure that the Administrator role
includes dashboard administration privileges and the ability to access all of the dashboard pages. You would
then assign that role to the user account for the administrators in your facility.
IMPORTANT
You must be logged into the client to perform this procedure.
Procedure
To assign dashboard access to a role
1. From the RedPrairie client, start Authorization Maintenance, and then click
2. On the Role Maintenance window, if desired enter search criteria to limit the number of records that are
retrieved.
3. Click
, and then in the grid view, select the role to which you want to assign dashboard access.
4. Select the Options tab.

5. If this is an administrator's role, set the role to have dashboard administrative privileges.
1. From the Option Type list, select Privileges.
2. In the Available Options list, select Dashboard Administration Privileges.
3. Click
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. The option moves to the Assigned Options list.

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6. Select the dashboard pages that you want members of this role to access when they are logged into the
Web client.
1. From the Option Type list, select Web Service.
2. In the Available Options list, select the dashboard page(s) that you want to assign to this role.
These are the available options:
Dashboard Module Maintenance
Dashboard Subscriptions
Role Dashboard Maintenance
Template Dashboard Maintenance
3. Click
. The option(s) move to the Assigned Options list.
7. Select the dashboard modules that you want members of this role to access when they are logged into
the Web client.
1. From the Option Type list, select Module.
2. In the Available Options list, select the dashboard module(s) that you want to assign to this role.
Note
For more information on specific dashboard modules, see Workforce Management
Dashboard Modules.
3. Click
8. Click
. The option(s) move to the Assigned Options list.
9. When a message appears asking if you want to save the role, click OK.

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Maintain Template Tabs Web Client

Description
Example: Template Dashboard Maintenance Page
Fields: Template Dashboard Maintenance Page
Description
When you use the Template Dashboard Maintenance page, you can create template tabs to organize and
control the dashboard modules. Specifically you can
add or modify a template tab, including the ability to
subscribe to or unsubscribe from dashboard module
arrange the dashboard modules on the template tab
edit the dashboard module parameters, and
move the dashboard module to another tab.
assign or unassign a template tab for a user.
rename a template tab.
delete a template tab.
view a template tab.
Example: Template Dashboard Maintenance Page

This image is an example of the Template Dashboard Maintenance page.
Fields: Template Dashboard Maintenance Page

This table describes the fields on the Template Dashboard Maintenance page.
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Field
Description
Dashboard Toolbar
Lets you view a template tab.
Lets you add a template tab.
Lets you rename the selected template tab.
1
Lets you assign a template tab to a user.

Removes the selected template tab.
Dashboard Module Toolbar

Moves the selected dashboard module to the top.
Moves the selected dashboard module up one spot.
Moves the selected dashboard module down one
spot.
Moves the selected dashboard module to the bottom.
Removes the dashboard module. This option removes
the dashboard module, but does not delete it from the
system.
Displays the Edits page where you can edit the
dashboard module.
Moves the dashboard module to another template tab.
Modules Area (Header, Narrow or Wide)
Adds a new dashboard module.
Only available when a template is selected for configuration using
Add or Modify a Template Tab Web Client

Description
Example: Template Dashboard Maintenance-Add Template Tab Page
Control: Template Dashboard Maintenance-Add Template Tab Page
Example: Select Dashboard Module-Add New Module Page
Example: Add New Module-Edit Module Page

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Controls: Add New Module-Edit Module Page
Procedure
Description
You use Template Dashboard MaintenanceAdd Template Tab to add a template tab for use on a dashboard.
Example: Template Dashboard MaintenanceAdd Template Tab Page

This image is an example of the Template Dashboard MaintenanceAdd Template Tab page. This page
appears when you click
on the dashboard toolbar on the Template Dashboard Maintenance page.
Control: Template Dashboard MaintenanceAdd Template Tab Page

This table describes the control on the Template Dashboard MaintenanceAdd Template Tab page.
Control
Description
Description
Title for the template tab. This is the name that

appears on the tab in the dashboard view.
Example: Select Dashboard ModuleAdd New Module Page
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This image is an example of the Select Dashboard ModuleAdd New Module page. This page appears when
you click
in the Modules area.
Example: Add New ModuleEdit Module Page

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This image is an example of the Add New ModuleEdit Module page. This page appears when you select a
dashboard module and then click OK on the Select Dashboard ModuleAdd New Module page.
Controls: Add New ModuleEdit Module Page

This table describes the controls on the Add New ModuleEdit Module page.
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Control
Description
Configuration ID
Unique identifier for the dashboard module.
Description
Title for the dashboard module. This is the name that

appears in the dashboard view.
Refresh Time
Interval (in seconds) at which the data in the module

refreshes. An interval of "0" indicates that the module
will not refresh once it is loaded.
Profile ID
Identifier for the statistics and planning profile. A

statistics and planning profile contains user-defined
search criteria that lets you easily locate workload
progression statistics and planning information from
the RedPrairie Dashboard and Reporting products
without having to enter the search criteria each time.
Reporting Date
Lets you select the shift reporting date for which you
want to view statistical information. This is the date on
which the user's performance and assignment
information is recorded. For shifts that cross midnight,
the shift reporting date can either be the starting or
the ending date depending on the setting for the
schedule to which the user is assigned.
Procedure
To add or modify a template tab
1. From the RedPrairie Web page, select Dashboard, and then select Template Dashboard Maintenance.
2. On the dashboard toolbar, click
3. On the Template Dashboard MaintenanceAdd Template Tab page, in the Description box, type a title
for the template tab. This is the name that appears on the template tab in the dashboard view.
4. Click OK.

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5. Subscribe to a dashboard module.
1. Select the template tab to which you want to subscribe a dashboard module.
2. In the desired module area (that is Header Module, Narrow Modules or Wide Modules), click
Note
The RedPrairie dashboard modules may only be available for selection in the Wide
Modules area.
3. On the Select Dashboard ModuleAdd New Module page, select the check box next to the
dashboard module to which you want to subscribe.
4. Click OK.
5. On the Edit ModuleAdd New Module page, define the dashboard module. For example, if desired,
in the Refresh Time box, type the number, in seconds, after which the dashboard module
information will automatically refresh.
6. Click OK. The Template Dashboard Maintenance window appears with the dashboard module
name listed in the area to which it was added.
7. Repeat this procedure for each dashboard module you want to include on the template tab.
6. If desired, arrange the dashboard modules on the template tab.
1. Select the template tab for which you want to arrange the dashboard modules.
2. Select the dashboard module that you want to move.
3. On the dashboard module toolbar, take these actions as needed:
Click
to move the selected dashboard module to the top.
Click
to move the selected dashboard module one position up.
Click
to move the selected dashboard module one position down.
Click
to move the selected dashboard module to the bottom.
7. If desired, unsubscribe from a dashboard module.

1. Select the template tab from which you want to unsubscribe a dashboard module.
2. Select the dashboard module from which you want to unsubscribe.
3. On the dashboard module toolbar, click
4. Click OK.
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8. If desired, edit the dashboard module parameters.
Note
You may want to do this, for example, if you applied a planning profile to this dashboard module
and now want to update the parameters.
1. Select the dashboard module that you want to edit.

3. On the Edit Module page, edit the parameters for the dashboard module as needed.
4. Click OK.
5. On the Apply Qualifiers page, edit the qualifiers for the dashboard module as needed.
6. Click Save.
9. If desired, move the dashboard module to another template tab.
3. From the New Tab list, select the template to which you want to move the dashboard module.
4. Click Ok.
Assign or Unassign a Template Tab Web Client

Description
Example: Template Dashboard Maintenance-Assign Template Page
Control: Template Dashboard Maintenance-Assign Template Page
Procedure
Description
You use Template Dashboard MaintenanceAssign Template to assign or unassign a template tab to a user.
Example: Template Dashboard MaintenanceAssign Template Page

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This image is an example of the Template Dashboard MaintenanceAssign Template page. This page appears
when you select a template and then click
on the Template Dashboard Maintenance page.
Control: Template Dashboard MaintenanceAssign Template Page

This table describes the control on the Template Dashboard MaintenanceAssign Template page.
Control
Description
User ID
Unique identifier of the user. A user is an individual

who will be using the system, either with direct access
or through an Internet connection.
Procedure
To assign or unassign a template tab
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1. If you have not already done so, select the template tab that you want to assign or unassign to a user.
1. From the RedPrairie Web page, select Dashboard, and then select Template Dashboard
Maintenance.
2. On the Template Dashboard Maintenance page, on the dashboard toolbar, click
3. On the Template Dashboard MaintenanceView Template page, from the Template ID list, select
the template tab that you want to assign or unassign to a user.
4. Click OK.
2. Click
3. Take one of these actions.

If you want to...
Then...
Assign a template tab to a user,
Take these actions.

1. On the Template Dashboard
MaintenanceAssign Template page, in the
User ID box, type the identifier of the user
that you want to assign to this template tab.
2. Click Add.
Unassign a template tab from a user,
Take these actions.

1. Select a row.
2. Click Remove.
4. When you are finished, click Close.
Rename a Template Tab Web Client

Description
Example: Template Dashboard Maintenance-Modify Tab Page
Control: Template Dashboard Maintenance-Modify Tab Page
Procedure
Description
You use Template Dashboard MaintenanceModify Tab to rename a template tab. When you rename a
template tab, you define a new title for the tab.
Example: Template Dashboard MaintenanceModify Tab Page

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This image is an example of the Template Dashboard MaintenanceModify Tab page. This page appears when
you click
Control: Template Dashboard MaintenanceModify Tab Page

This table describes the control on the Template Dashboard MaintenanceModify Tab page.
Control
Description
Description
Title for the template tab. This is the name that

appears on the template tab in the dashboard view.
Procedure
To rename a template tab
1. If you have not already done so, select the template tab that you want to rename.
Maintenance.
the template tab that you want to rename.
4. Click OK.
3. On the Template Dashboard MaintenanceModify Tab page, in the Description box, type the name of
the template tab as you want it to appear on the users dashboard.
4. Click OK.
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Delete a Template Tab Web Client

Description
Example: Template Dashboard Maintenance-Remove Tab Page
Control: Template Dashboard Maintenance-Remove Tab Page
Procedure
Description
You use Template Dashboard MaintenanceRemove Tab page to delete a template tab.
Example: Template Dashboard MaintenanceRemove Tab Page

This image is an example of the Template Dashboard MaintenanceRemove Tab page. This page appears
when you select a template tab and then click
Control: Template Dashboard MaintenanceRemove Tab Page

This table describes the control on the Template Dashboard MaintenanceRemove Tab page.
Control
Description
Destination Tab
Template tab to which you want to move dashboard

modules.
Procedure

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To delete a template tab
1. If you have not already done so, select the template tab that you want to delete.
Maintenance.
the template that you want to delete.
4. Click OK.
3. When a message appears asking if you want to delete the template tab, click OK. The template tab is
deleted.
4. If a message appears asking if you want to move the dashboard module(s) to another template tab before
you remove the template tab, then take one of these actions.
If you want to...
Then...
Move the dashboard module(s) to another
Take these actions.
template tab,
1. Click OK.
2. On the Template Dashboard
MaintenanceRemove Tab page, select the
template tab to which you want to move
your dashboard module(s).
3. Click Ok.
Note
Only editable tabs appear in this
list; the system will not let you
move dashboard modules to a
locked tab.
Remove the template tab without moving the
Click Cancel.
dashboard module(s) to another template tab,

Note
The dashboard modules will be removed
along with the template tab, though you
can add them at any time to another
editable tab.
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View a Template Tab Web Client

Description
Example: Template Dashboard Maintenance-View Template Page
Control: Template Dashboard Maintenance-View Template Page
Procedure
Description
You use Template Dashboard MaintenanceView Template to view a template tab.
Example: Template Dashboard MaintenanceView Template Page

This image is an example of the Template Dashboard MaintenanceView Template page. This page appears
when you click
Control: Template Dashboard MaintenanceView Template Page

This table describes the control on the Template Dashboard MaintenanceView Template page.
Control
Description
Template ID
Unique identifier of the template tab. A template tab is

an element that can contain one or more dashboard
modules and can only be modified by an authorized
user.

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Procedure
To view a template tab
1. From the RedPrairie Web page, select Dashboard, and then select Template Dashboard Maintenance.
2. On the Template Dashboard Maintenance page, on the dashboard toolbar,
click
3. On the Template Dashboard MaintenanceView Template page, from the Template ID list, select the
template tab that you want to view.
4. Click OK.
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Maintain Role Tabs Web Client

Description
Example: Role Dashboard Maintenance Page
Fields: Role Dashboard Maintenance Page Toolbar
Description
When you use the Role Dashboard Maintenance page, you can create role tabs to organize and control the
dashboard modules. Specifically you can
add or modify a role tab, including the ability to
subscribe to or unsubscribe from an available dashboard module
arrange the role tabs
arrange the dashboard modules on the role tab, and
move the dashboard module to another role tab.
assign a template tab to a role.
rename a role tab.
copy a role tab.
delete a role tab.
view the dashboard modules assigned to a specific role.
Example: Role Dashboard Maintenance Page

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This image is an example of the Role Dashboard Maintenance page.
Fields: Role Dashboard Maintenance Page Toolbar

This table lists the fields that appear on the Role Dashboard Maintenance page toolbar, and the action that
takes place when you click the field. For information on the dashboard module fields, see the field descriptions
for the dashboard module toolbar.
Field
Description
Lets you view the dashboard modules that have been
assigned to a role.
Lets you add a role tab.
Lets you rename the selected role tab.
Lets you select a template tab.
Lets you copy the selected role tab to your or another
users dashboard.
Removes the selected role tab.
Moves the selected role tab to the left one position.
Moves the selected role tab to the right one position.
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Add or Modify a Role Tab Web Client

Description
Example: Role Dashboard Maintenance-Add Role Tab Page
Field: Role Dashboard Maintenance-Add Role Tab Page
Example: Role Dashboard Maintenance-Select Template Page
Field: Role Dashboard Maintenance-Select Template Page
Procedure
Description
You use Role Dashboard MaintenanceAdd Role Tab to add a role tab for use on a dashboard.
Role tabs let you further organize how the dashboard modules appear on the Dashboard page for users
assigned to a specific role. Role tabs are locked when viewed through the Dashboard page.
Example: Role Dashboard MaintenanceAdd Role Tab Page

This image is an example of the Role Dashboard MaintenanceAdd Role Tab page. This page appears when
you click
on the dashboard toolbar on the Role Dashboard Maintenance page.
Field: Role Dashboard MaintenanceAdd Role Tab Page

This table describes the field on the Role Dashboard MaintenanceAdd Role Tab page.

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Field
Description
Description
Title for the role tab. This is the name that appears on
the role tab in the dashboard view.
Example: Role Dashboard MaintenanceSelect Template Page

This image is an example of the Role Dashboard MaintenanceSelect Template page. This page appears when
you click
on the dashboard toolbar on the Role Dashboard Maintenance page.
Field: Role Dashboard MaintenanceSelect Template Page

This table describes the field on the Role Dashboard MaintenanceSelect Template page.
Field
Description
Template ID

user.
Procedure
To add or modify a role tab
1. From the RedPrairie Web page, select Dashboard, and then select Role Dashboard Maintenance.
2.
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If you want to...
Then...
Add a role tab for your role,
Take these actions.

2. On the Role Dashboard MaintenanceAdd

Role Tab page, in the Description box,
type the name that you want to use for the
role tab.
3. Click OK.
Select a role tab for your role,
Take these actions.

2. On the Role Dashboard

MaintenanceSelect Template page, in the
Template ID box, type or look up the role
tab that you want to use.
3. Click OK.
Add a role tab for another role,
Take these actions.

2. On the Role Dashboard MaintenanceView

Dashboard page, in the Role ID box, type
or lookup the role to which you want to add
a role tab.
3. Click OK.
4. On the Dashboard Subscriptions page, on
the dashboard toolbar, click
5. On the Dashboard SubscriptionsAdd Tab

page, in the Description box, type the
name that you want to use for the role tab.
6. Click OK.

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Select a role tab for another role,
Take these actions.

2. On the Role Dashboard MaintenanceView

Dashboard page, in the Role ID box, type
or lookup the role to which you want to
select a role tab.
3. Click OK.
5. On the Dashboard SubscriptionsSelect

Template page, in the Template ID box,
type or look up the role tab that you want to
use for this role.
6. Click OK.
3. If desired, arrange the role tabs.

1. Select the role tab that you want to move.
2. On the dashboard toolbar, take these actions as needed:
Click
to move the selected role tab one position to the left.
Click
to move the selected role tab one position to the right.

1. Select the role tab to which you want to subscribe a dashboard module.
2. In the desired module area (that is Header Module, Narrow Modules or Wide Modules), click
Note
The RedPrairie dashboard modules may only be available for selection in the Wide
Modules area.
4. Click OK.
5. On the Edit ModuleAdd New Module page, define the dashboard module. For example, if desired,
6. Click OK. The Template Dashboard Maintenance window appears with the dashboard module
name listed in the area to which it was added.
7. Repeat this procedure for each dashboard module you want to include on the role tab.
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5. If desired, arrange the dashboard modules on the role tab.
1. Select the role tab for which you want to arrange the dashboard modules.
Click
Click
Click
Click

1. Select the role tab from which you want to unsubscribe a dashboard module.
4. Click OK.
4. Click OK.
6. Click Save.
8. If desired, move the dashboard module to another role tab.
1. Select the tab on which you want to move a dashboard module from to another tab.
4. From the New Tab list, select the role tab to which you want to move the dashboard module.
5. Click Ok.
Assign a Template Tab to a Role Web Client

Description
Example: Role Dashboard Maintenance-Select Template Page
Field: Role Dashboard Maintenance-Select Template Page
Procedure
Description
You use Role Dashboard MaintenanceSelect Template to assign a template tab to a role.
Example: Role Dashboard MaintenanceSelect Template Page

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This image is an example of the Role Dashboard MaintenanceSelect Template page. This page appears when
you click
on the Role Dashboard Maintenance page.
Field: Role Dashboard MaintenanceSelect Template Page

This table describes the field on the Role Dashboard MaintenanceSelect Template page.
Field
Description
Template ID

user.
Procedure
To assign a template tab to a role
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1. If you have not already done so, select the role for which you want to assign a template tab.
1. From the RedPrairie Web page, select Dashboard, and then select Role Dashboard
Maintenance.
2. On the Role Dashboard Maintenance page, on the dashboard toolbar,
click
3. On the Role Dashboard MaintenanceView Dashboard page, in the Role ID box, type or look up
the role that you want to view.
4. Click OK.
3. On the Role Dashboard MaintenanceSelect Template page, in the Template ID box, type or look up
select the template tab that you want to assign to the role.
4. Click OK.
Rename a Role Tab Web Client

Description
Example: Role Dashboard Maintenance-Modify Tab Page
Field: Role Dashboard Maintenance-Modify Tab Page
Procedure
Description
You use Role Dashboard MaintenanceModify Tab to rename a role tab. When you rename a role tab, you
define a new title for the tab.
Example: Role Dashboard MaintenanceModify Tab Page

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This image is an example of the Role Dashboard MaintenanceModify Tab page. This page appears when you
click
Field: Role Dashboard MaintenanceModify Tab Page

This table describes the field on the Role Dashboard MaintenanceModify Tab page.
Field
Description
Description
Procedure
To rename a role tab
1. If you have not already done so, select the role ID from which you want to rename a role tab.
Maintenance.
2. On the Role Dashboard Maintenance page, on the dashboard toolbar,
click
3. On the Role Dashboard MaintenanceView Dashboard page, from the Role ID list, type or look up
the role from which you want to rename a role tab.
4. Click OK.
2. Select the role tab that you want to rename.
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4. On the Role Dashboard MaintenanceModify Tab page, in the Description box, type the name of the
role tab as you want it to appear on the dashboard.
5. Click OK.
Copy a Role Tab Web Client

Description
Example: Role Dashboard Maintenance-Copy Tab Page
Field: Role Dashboard Maintenance-Copy Tab Page
Procedure
Description
You use Role Dashboard MaintenanceCopy Tab to copy a role tab from your dashboard to your or another
role's dashboard.
Example: Role Dashboard MaintenanceCopy Tab Page

This image is an example of the Role Dashboard MaintenanceCopy Tab page. This page appears when you
click
Field: Role Dashboard MaintenanceCopy Tab Page

This table describes the field on the Role Dashboard MaintenanceCopy Tab page.

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Field
Description
Description
Procedure
To copy a role tab
1. If you have not already done so, select the role ID to which you want to copy a role tab.
Maintenance.
2. On the Role Dashboard Maintenance page, on the dashboard toolbar, click
the role from which you want to delete a role tab.
4. Click OK.
2. Select the role tab that you want to copy.
4. On the Role Dashboard MaintenanceCopy Tab page, in the Description box, type the name of the role
tab as you want it to appear on the users dashboard.
5. Click OK. The role tab appears on the users dashboard.
Delete a Role Tab Web Client

Description
Example: Role Dashboard Maintenance-Remove Tab Page
Field: Role Dashboard Maintenance-Remove Tab Page
Procedure
Description
You use Role Dashboard MaintenanceRemove Tab to delete a role tab.
Example: Role Dashboard MaintenanceRemove Tab Page
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This image is an example of the Role Dashboard MaintenanceRemove Tab page. This page appears when
you select a template and then click
Field: Role Dashboard MaintenanceRemove Tab Page

This table describes the field on the Role Dashboard MaintenanceRemove Tab page.
Field
Description
Destination Tab
Role tab to which you want to move dashboard

modules.
Procedure
To delete a role tab
1. If you have not already done so, select the role ID from which you want to delete a role tab.
Maintenance.
the role from which you want to delete a role tab.
4. Click OK.
2. On the Dashboard Subscriptions page, select the role tab that you want to delete.
Note
You view the dashboard and delete the role tab through the Dashboard Subscriptions page.

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4. When a message appears asking if you want to delete the role tab, click OK. The role tab is deleted.
5. If a message appears asking if you want to move the dashboard module(s) to another role tab before you
remove the role tab, then take one of these actions.
If you want to...
Then...
Move the dashboard module(s) to another role tab, Take these actions.
1. Click OK.
2. On the Role Dashboard
MaintenanceRemove Tab page, select the
role tab to which you want to move the
dashboard module(s).
3. Click Ok.
Note
locked tab.
Remove the role tab without moving the
Click Cancel.
dashboard module(s) to another role tab,

Note
along with the role tab, though you can
add them at any time to another editable
role tab.
View Dashboard Module Subscriptions for a Role Web

Client
Description
Example: Role Dashboard Maintenance-View Dashboard Page
Field: Role Dashboard Maintenance-View Dashboard Page
Procedure
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Description
You use Role Dashboard MaintenanceView Dashboard to view a role tab.
Example: Role Dashboard MaintenanceView Dashboard Page

This image is an example of the Role Dashboard MaintenanceView Dashboard page. This page appears when
you click on the Role Dashboard Maintenance page.
Field: Role Dashboard MaintenanceView Dashboard Page

This table describes the field on the Role Dashboard MaintenanceView Dashboard page.
Field
Description
Role ID
Identifier of the role. A role is a collection of common

menu options that lets users start specific
applications.
Procedure
To view a dashboard subscription for a role
1. From the RedPrairie Web page, select Dashboard, and then select Role Dashboard Maintenance.
3. On the Role Dashboard MaintenanceView Dashboard page, in the Role ID box, type or look up the role
that you want to view.
4. Click OK.

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Maintain User Tabs Web Client

Description
Example: Dashboard Subscriptions Page
Fields: Dashboard Subscriptions Page Toolbar
Description
When you use the Dashboard Subscriptions page, you can create user tabs to organize and control the
dashboard modules. Specifically you can
add or modify a user tab, including the ability to
subscribe to or unsubscribe from a dashboard module
arrange the dashboard modules on the user tab
edit the dashboard module parameters, and
move the dashboard module to another tab.
assign a template tab to a user.
rename a user tab.
copy a user tab.
delete a user tab.
view the dashboard modules assigned to a specific user.
Example: Dashboard Subscriptions Page

This image is an example of the Dashboard Subscriptions page.
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Fields: Dashboard Subscriptions Page Toolbar

This table lists the fields that appear on the Dashboard Subscriptions page toolbar, and the action that takes
place when you click the field. For information on the dashboard module fields, see the field descriptions for the
dashboard module toolbar.
Field
Description
Dashboard Toolbar
Lets you view the dashboard modules assigned to a
user tab.
Lets you add a user tab.
Lets you rename the selected user tab.
Lets you assign a template tab.
Lets you copy the selected user tab to your or another
users dashboard.
Removes the selected user tab.
Moves the selected user tab to the left one position.
Moves the selected user tab to the right one position.
Add or Modify a User Tab Web Client

Description
Example: Dashboard Subscrip-tions-Add User Tab Page
Field: Dashboard Subscriptions-Add User Tab Page
Procedure
Description
You use Dashboard SubscriptionsAdd User Tab to add a user tab for use on a dashboard.
User tabs let you further organize how the dashboard modules appear on the Dashboard page. For example,
instead of having to scroll through 10 different dashboard modules, you can create tabs to organize dashboard
modules by the type of information displayed.
Example: Dashboard Subscrip-tionsAdd User Tab Page

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This image is an example of the Dashboard SubscriptionsAdd User Tab page. This page appears when you
click
on the dashboard toolbar on the Dashboard Subscriptions page.
Field: Dashboard SubscriptionsAdd User Tab Page

This table describes the field on the Dashboard SubscriptionsAdd User Tab page.
Field
Description
Description
Title for the user tab. This is the name that appears on
the user tab in the dashboard view.
Procedure
To add or modify a user tab
1. If you have not already done so, select the user to which you want to add or modify a user tab.
1. From the RedPrairie Web page, select Dashboard, and then select Dashboard Subscriptions.
2. On the Dashboard Subscriptions page, on the dashboard toolbar, click
3. On the Dashboard SubscriptionsView Dashboard page, in the User ID box, type the name of the
user whose dashboard you want to view.
4. Click OK.
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If you want to...
Then...
Add a user tab,
Take these actions.

2. On the Dashboard SubscriptionsAdd User

Tab page, in the Description box, type the
name that you want to use for the tab.
3. Click OK.
Select a template tab,
Take these actions.

2. On the Dashboard SubscriptionsSelect

Template page, in the Template ID box,
type or look up the template that you want
to use for this user.
3. Click OK.
3. If desired, arrange the tabs.
1. Select the tab that you want to move.
2. On the dashboard toolbar, take these actions as needed:
Click
to move the selected tab one position to the left.
Click
to move the selected tab one position to the right.

1. Select the user tab to which you want to subscribe a dashboard module.
2. In the Wide Modules area, click
4. Click OK.
5. On the Add New ModuleEdit Module page, define the dashboard module. For example, if desired,
6. Click OK. The Add New ModuleEdit Module page closes and the dashboard module appears on
the Dashboard Subscriptions page in the Wide Modules area.
7. Repeat this procedure for each dashboard module you want to include on the user tab.

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5. If desired, arrange the dashboard modules on the user tab.
1. Select the user tab for which you want to arrange the dashboard modules.
Click
Click
Click
Click

1. Select the tab from which you want to unsubscribe a dashboard module.
4. Click OK.
4. Click OK.
6. Click Save.
8. If desired, move the dashboard module to another user tab.
1. Select the tab on which you want to move a dashboard module from to another tab.
4. From the New Tab list, select the tab to which you want to move the dashboard module.
5. Click Ok.
Assign a Template Tab to a User Web Client

Description
Example: Dashboard Subscriptions-Select Template Page
Field: Dashboard Subscriptions-Select Template Page
Procedure
Description
You use Dashboard SubscriptionsSelect Template to assign a template tab to a user.
Example: Dashboard SubscriptionsSelect Template Page
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This image is an example of the Dashboard SubscriptionsSelect Template page. This page appears when you
click
on the Dashboard Subscriptions page.
Field: Dashboard SubscriptionsSelect Template Page

This table describes the field on the Dashboard SubscriptionsSelect Template page.
Field
Description
Template ID

user.
Procedure
To assign a template tab to a user
1. If you have not already done so, select the user for which you want to assign a template tab.
4. Click OK.

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3. On the Dashboard SubscriptionsSelect Template page, in the Template ID box, type or look up the
template tab that you want to assign to a user.
4. Click OK.
Rename a User Tab Web Client

Description
Example: Dashboard Subscriptions-Modify Tab Page
Field: Dashboard Subscriptions-Modify Tab Page
Procedure
Description
You use Dashboard SubscriptionsModify Tab to rename a user tab. When you rename a user tab, you define a
new title for the tab.
Note
You can only rename a user tab from Dashboard Subscriptions. To rename a template tab, see
Rename a Template Tab Web Client.
Example: Dashboard SubscriptionsModify Tab Page

This image is an example of the Dashboard SubscriptionsModify Tab page. This page appears when you click
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Field: Dashboard SubscriptionsModify Tab Page

This table describes the field on the Dashboard SubscriptionsModify Tab page.
Field
Description
Description
Procedure
To rename a user tab
1. If you have not already done so, select the user for which you want to rename a user tab.
4. Click OK.
2. Select the user tab that you want to rename.
4. On the Dashboard SubscriptionsModify Tab page, in the Description box, type the name of the user tab
as you want it to appear on the users dashboard.
5. Click OK.
Copy a User Tab or Template Tab Web Client

Description
Example: Dashboard Subscriptions-Copy Tab Page
Controls: Dashboard Subscriptions-Copy Tab Page
Procedure
Description
You use Dashboard SubscriptionsCopy Tab to copy a user tab or template tab from your dashboard to your or
another users dashboard.
Example: Dashboard SubscriptionsCopy Tab Page

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This image is an example of the Dashboard SubscriptionsCopy Tab page. This page appears when you click
Controls: Dashboard SubscriptionsCopy Tab Page

This table describes the controls on the Dashboard SubscriptionsCopy Tab page.
Control
Description
Description
Destination User ID
Unique identifier for the user to whom you want to

copy the user tab or template tab.
Apply User Authorization
Indicates that if a user is not authorized to view one or

more of the dashboard modules on the user or
template tab, those dashboard modules will not
appear on the new user tab.
Procedure
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To copy a user tab or template tab
1. If you have not already done so, select the user for which you want to copy a user tab or template tab.
4. Click OK.
2. Select the user tab or template tab that you want to copy.
4. On the Dashboard SubscriptionsCopy Tab page, in the Description box, type the name of the user tab
as you want it to appear on the users dashboard.
5. In the Destination User ID box, type the user to which you want to copy the user tab.
6. If you want to prevent dashboard modules for which the user is not authorized from appearing on the user
or template tab, then select the Apply User Authorization check box; otherwise, clear it.
Note
To authorize dashboard modules for users, you must set the dashboard module permissions for
the role to which the user belongs. For more information, see Assign Dashboard Access to a
Role Web Client.
7. Click OK. The tab appears on the users dashboard.
Delete a User Tab Web Client

Description
Example: Dashboard Subscriptions-Remove Tab Page
Field: Dashboard Subscriptions-Remove Tab Page
Procedure
Description
You use Dashboard SubscriptionsRemove Tab to delete a user tab from either your own dashboard or from the
dashboard of users that you supervise.
Note
You can only delete a user tab from Dashboard Subscriptions. To delete a template tab, see Delete a
Template Tab Web Client.

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Example: Dashboard SubscriptionsRemove Tab Page

This image is an example of the Dashboard SubscriptionsRemove Tab page. This page appears when you
select a template and then click
Field: Dashboard SubscriptionsRemove Tab Page

This table describes the field on the Dashboard SubscriptionsRemove Tab page.
Field
Description
Destination Tab
User tab to which you want to move dashboard

modules.
Procedure
To delete a tab from a user
1. If you have not already done so, select the user for which you want to delete a user tab.
4. Click OK.
2. Select the user tab that you want to delete.
4. When a message appears asking if you want to delete the user tab, click OK.
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5. If a message appears asking if you want to move the dashboard module(s) to another user tab before you
remove the user tab, then take one of these actions.
If you want to...
Then...
Move the dashboard module(s) to another user
Take these actions.
tab,
1. Click OK.
2. On the Dashboard SubscriptionsRemove
Tab page, select the user tab to which you
want to move your dashboard module(s).
3. Click Ok.
Note
locked tab.
Remove the user tab without moving the
Click Cancel.
dashboard module(s) to another user tab,

Note
along with the user tab, though you can
add them at any time to another editable
tab.
View Dashboard Module Subscriptions for a User Web

Client
Description
Example: Dashboard Subscriptions-View Dashboard Page
Field: Dashboard Subscriptions-View Dashboard Page
Procedure
Description
You use Dashboard SubscriptionsView Dashboard to view dashboard modules that are assigned to a user.

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Example: Dashboard SubscriptionsView Dashboard Page

This image is an example of the Dashboard SubscriptionsView Dashboard page. This page appears when you
click
Field: Dashboard SubscriptionsView Dashboard Page

This table describes the field on the Dashboard SubscriptionsView Dashboard page.
Field
Description
User ID
Unique identifier of the user. A user is an individual

who will be using the system, either with direct access
or through an Internet connection.
Procedure
To view dashboard module subscriptions for a user
3. On the Dashboard SubscriptionsView Dashboard page, in the User ID box, type the name for the user
whose dashboard you want to view.
4. Click OK.
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Edit Dashboard Module Properties Web Client

Description
Example: Dashboard Subscriptions-Edit Module Page
Example: Apply Qualifiers Page
Fields: Apply Qualifiers Page
Procedure
Description
You use the Edit Module page to change the properties for an editable (unlocked) dashboard module. When you
change the dashboard module properties, you can choose to apply the changes to the
current module
all modules on the current tab, or
all modules on all tabs.
In addition, you can restrict the changes to only the session that you are working in, or extend the changes to
both current and future sessions.
Example: Dashboard SubscriptionsEdit Module Page

This image is an example of the Dashboard SubscriptionsEdit Module page. This page appears when you click

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Example: Apply Qualifiers Page

This image is an example of the Apply Qualifiers page. This page appears when you click OK on the Edit
Module page.
Fields: Apply Qualifiers Page

This table describes the fields on the Apply Qualifiers page.
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Field
Description
Apply Qualifiers Area

Apply to the current module only
Indicates that changes to the refresh time and module

qualifiers only apply to the selected module that you
are editing.
Apply to all modules on the current tab
Indicates that changes to module the refresh time and

qualifiers apply to all modules on the selected tab.
Apply to all modules on all tabs

qualifiers apply to all modules on all tabs on the
current dashboard.
Qualifier Lifetime Area

Use for the rest of the current session

qualifiers only apply to the current session to which
you are logged in, and are not saved to the database.
Save for next session

qualifiers are saved to the database, and therefore
apply to current and future sessions.
Procedure
To edit the dashboard module properties
1. If you have not already done so, select the user for which you want to edit the dashboard module
properties.
1. From the RedPrairie Web page, select Dashboard, and then select Dashboard.
2. On the Dashboard page, on the dashboard toolbar, click
3. On the DashboardView Dashboard page, in the User ID box, type the ID for the user's dashboard
that you want to edit.
4. Click OK.
2. Select the tab that contains the dashboard module that you want to edit.
3. On the dashboard module, click
4. On the Edit Module page, edit the module properties as needed.

5. Click OK.

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6. On the Apply Qualifiers page, in the Apply Qualifiers area, take one of these actions.
If you want to apply the changes that you made Then...
to...
Only the dashboard module that you are editing,
Select Apply to the current module only.
All modules on the selected tab,
Select Apply to all modules on the current tab.
All modules on all dashboard tabs,
Select Apply to all modules on all tabs.
7. In the Qualifier Lifetime area, take one of these actions.

If you want to apply the changes that you made Then...
to the qualifiers...
Only the current session to which you are logged
Select Use for the rest of the current session.
in,
Current and future sessions,
Select Save for the next session.
8. Click Save. The Dashboard page appears and then the dashboard module refreshes to display the data
according to the updated properties.
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View a Dashboard for a User Web Client

Description
Fields: Dashboard Page Toolbar
Procedure
Description
You use the Dashboard page to
view the dashboard module(s) assigned to a user, and
edit the properties of a dashboard module.

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This image is an example of the Dashboard page.
Fields: Dashboard Page Toolbar

This table lists the fields that appear on the Dashboard page toolbar, and the action that takes place when you
click the field.
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Field
Description
Dashboard Toolbar
Lets you view the dashboard modules assigned to a
user.
Dashboard Module
Lets you edit the title of the selected dashboard
module.
Lets you view the qualifiers for the selected
dashboard module.
Hides the selected dashboard module.
Shows the selected dashboard module.
Lets you unsubscribe from a dashboard module.
Procedure
To view a dashboard for a user
1. From the RedPrairie Web page, select Dashboard, and then select Dashboard.
2. On the Dashboard page, on the dashboard toolbar, click
3. On the Dashboard pageView Dashboard page, in the User ID box, type the user ID for the user whose
dashboard you want to view.
4. Click OK. The dashboard for the user appears.
5. If desired, hover over
to view the qualifiers that have been applied to the dashboard module.
Note
If you want to change the qualifiers, see Edit Dashboard Module Properties Web Client.

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6. If desired, expand or collapse a dashboard module.
Note
You can collapse dashboard modules in order to temporarily hide them from your current view
without unsubscribing from them.
Click
to collapse (hide) the dashboard module.
Click
to expand (show) the dashboard module.

1. Click
on the dashboard module.
2. When a message appears asking if you want to unsubscribe, click Ok.
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Supply Chain Execution 2012.

Dashboards for the Web

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboard Working Environment Web Client

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboard Pages Web Client

Example: Dashboard Page

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboard Tabs Web Client

) is displayed on tabs that can be displayed, but not edited, such as

default tabs, and

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboard Modules Web Client

Header Appears across the top of the tab.

Example: Dashboard Module

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Dashboard Setup Tasks Web Client

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Assign Dashboard Access to a Role Web Client

4. Select the Options tab.

. The option moves to the Assigned Options list.

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

. The option(s) move to the Assigned Options list.

. The option(s) move to the Assigned Options list.

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Maintain Template Tabs Web Client

Example: Template Dashboard Maintenance Page

Fields: Template Dashboard Maintenance Page

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Lets you assign a template tab to a user.

Dashboard Module Toolbar

Only available when a template is selected for configuration using

Add or Modify a Template Tab Web Client

Dashboards for the Web Client User Guide

Supply Chain Execution 2012.2

Example: Template Dashboard MaintenanceAdd Template Tab Page

on the dashboard toolbar on the Template Dashboard Maintenance page.