Temenos Lifecycle Management Suite - Collection Product Guide
Dashboards Administration
| Administrator Guide > Desktop and Ribbon Bar > Dashboards Administration |
Administrators can manage existing dashboards and create new ones from the Dashboards page.
Dashboards display information about queues, user performance, and applications. Dashboards are comprised of Web Parts that are predefined information boxes.
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Views and Reports can be added to dashboards through the View Web Part and the Reporting Services Web Part. |
When a user logs into the Lifecycle Management Suite, the Home Dashboard automatically displays. This is the first dashboard that appears in the alphabetical list of dashboards assigned to the user.
To access the Dashboard listing page click 
in the Ribbon Bar.
All dashboards have common attributes that are defined when creating, copying, or editing a dashboard.
The General dashboard attributes include the basic information about the dashboard.
The following General attributes are defined in the General tab:
| Attribute | Description |
| Name | Provide a unique name for the dashboard. This is a required field. |
| Description | Provide details about the dashboard. The description is visible to end users in the dashboards listing page. |
In addition to these basic attributes, administrators are able to define the following parameters which identify how often the dashboard automatically refreshes:
| Attribute | Description | ||
| Enable Auto Refresh | Select this check box to enable the automatic refresh functionality within the dashboard. | ||
| Refresh Rate (minutes) |
Provide the dashboard's automatic refresh interval.
By default, this value is set to 60 (minutes); however, the administrator may update this to suite their institution's business needs. The minimum value for this parameter is 5. There is not a maximum value for this parameter. |
Design attributes determine the layout of a dashboard.
The following Design attributes are defined on the Design tab:
to add a web part to the dashboard. 
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Not all web parts have properties associated to them. For web parts such as Views, Reports, Workflow Queue Detail,Case Detail, administrators need to click on Properties to choose what the view should display. If Properties need to be set on a web part and an attempt to save is made, a message appears indicating that properties must be set to continue. |
The Categories tab provides administrators with the ability to assign the dashboard to specific categories.
The following categories attribute is defined within the Categories tab:
| Attribute | Description |
| Assign Categories | Select categories from the Available Categories list and move them to Assigned Categories to provide users access to the dashboard. |
Security attributes enable administrators to assign available Users and/or Groups access to the dashboard.
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In addition to being assigned to the dashboard within this tab, the user or security group must also be granted View or Change access to the Workspace permission in order for workspaces to be opened from the dashboard in the Ribbon Bar. This permission is set under the Collection category of the Permissions tab in System Management > Users, or System Management > Groups > Security Groups. For more information, please see the Users or Security Groups topic in this guide. |
The following security attributes are defined in the Security tab:
| Attribute | Description |
| Assign Users | Select users from the Available Users list and move them to Assigned Users to provide users access to the dashboard. |
| Assign Groups | Select groups from the Available Groups list and move them to Assigned Groups to provide groups access to the dashboard. |
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to create the new dashboard and return to the Dashboards page.
. to create the new dashboard and return to the Dashboards page.
. to retain the dashboard modifications and return to the Dashboards page.
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Creating a Dashboard