The Your Profile pages gives access to the
Home page Dashboard set up. Scroll down
to this section of the page.
Switch the Dashboard on or off via the Your Profile
page. The Dashboard will become the first page
you see each time you login. If you switch it off,
the system will retain your current settings for the
next time you need to use it again.
The Dashboard is made up of two rows and a notional six
spaces. Dashboard charts and tables can be one, two or
three spaces wide. The size of a component is indicated in
brackets. Choose the charts or tables you want to appear
on your Dashboard up to the maximum of six spaces.
Durrants Plan users have additional choices including a
press release Progress Tracker which takes up three
spaces on the Dashboard.
If you choose Clips by Agreement or Clips by
Subject Heading then you can select up to five
agreements or headings in either chart. Once
you have reached five, the other options will
grey out. Deselect one or more of your existing
choices if you want to change your selection.
Remember to click Save once you have finished
your Dashboard set up and then click on the Clips
button in the navigation bar to return to your
Monitor page.
The system tells you how many spaces you have
left before your Dashboard is complete. You do not
have to use all of the spaces if you don’t require a
particular chart or table.