##### Quick Dashboard Tasks

# Managing a Quick Dashboard

Your administrator can create Quick Dashboard configurations that can be used by multiple supervisors. If you are an administrator, see Quick Dashboards Overview for further information.

If you are unfamiliar with the basic operation of the Quick Dashboard, see Quick Dashboard Tasks.

To view the name of the Quick Dashboard that is currently loaded, hover your mouse pointer over the Quick Dashboard Settings icon (on the left side of the Quick Dashboard). A tool tip will appear displaying the name. For example, if you are currently using your Custom (personal) Quick Dashboard, the tool tip will include the text Quick Dashboard Settings: Custom.

To manage a predefined Quick Dashboard or your Custom (personal) Quick Dashboard:

1. Right-click the Quick Dashboard Settings icon that is located in the left side of the Quick Dashboard area.

2. From the shortcut menu that appears, click Manage Quick Dashboard.

3. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard.

4. Click Load to load the Quick Dashboard and close the window.

Notes:

- If you attempt to modify a predefined Quick Dashboard, the following confirmation message will be displayed:

  You are currently using a read-only Quick Dashboard created by your administrator. Would you to like to save a modified copy as your Custom (personal) Quick Dashboard?

  If you select Yes, your Custom (personal) Quick Dashboard will be replaced with a modified copy of the predefined Quick Dashboard. If you select No, the Quick Dashboard will remain unchanged.

- If you are an administrator, and you need to open (edit) a Quick Dashboard, see Manage Quick Dashboards.

## Manage Quick Dashboard Window

Use the Manage Quick Dashboard window to load a predefined Quick Dashboard or your Custom (personal) Quick Dashboard.

### Settings and Buttons

Quick Dashboards Table
Name | Name of the Quick Dashboard.
Description | Brief description of the Quick Dashboard.
Default | Indicates, with a check mark, whether a given Quick Dashboard is the default Quick Dashboard.
Loaded | Indicates, with a check mark, whether a given Quick Dashboard is loaded.
Window Buttons
Load | Click to load a Quick Dashboard and close the window. You can also double-click a Quick Dashboard name to load it.
Close | Click to close the window without loading a Quick Dashboard.