Custom Dashboards
Setup a custom Dashboard in RMS.
Custom Dashboards enable users to configure a visual snapshot using the library of available widgets to suit their needs.
-
Information
-
Setup
- Add Button
Information
The Dashboard provides a visual snapshot of selected data for one or multiple properties that can be customised to suit user preferences.
Custom Dashboards can be created using the wide range of widgets available, these dashboards can then be assigned to selected Security Profiles to limit user groups to only accessing the Dashboards as determined by their System Administrator.
Users will require Security Profile access to use this feature.
-
Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Dashboards (BETA) in the Side Menu of RMS.
- Select the
'Add' icon. - Select a Widget Category.
- Select the Widget.
- Enter the Widget Title.
- Select the Widget Options.
- Select a Widget Colour.
- Select a Widget Shortcut.
- Save/Next.
- Repeat Steps 3-8 for all required Widgets.
- Save/Exit.
- Optional: Click & Drag a Widget to move.
- Optional: Click & Drag a Widget edge or corner to resize.
- Enter a Dashboard Name.
- Save.
Select the 
icon to set a Dashboard as the favourite.
The Favourite Dashboard will be the pre-selected Dashboard when this user navigates to Dashboards (BETA) in RMS.
-
Guide
- Add Button
Guide
Go to Dashboards (BETA) in the Side Menu of RMS.
Select the 
'Add' icon.
Select a Widget Category.
Select the Widget.
Enter the Widget Title.
Select the Widget Options.
Select a Widget Colour.
Select a Widget Shortcut.
Select 'Save/Next' to store the changes made and continue adding more widgets.
Repeat Steps 3-8 for all required Widgets.
Select 'Save/Exit' to store the changes made and return to the Dashboard.
Optional: Click & Drag a Widget to move.
Optional: Click & Drag a Widget edge or corner to resize.
Enter a Dashboard Name.
Select 'Save' to store all changes made to the Dashboard.
This custom Dashboard will now be available for selection in the drop down menu.
Setup
Have your System Administrator complete the following.
- Go to Dashboards (BETA) in the Side Menu of RMS.
- Select the 'Add' icon.
- Select a Widget Category.
- Select the Widget.
- Enter the Widget Title.
- Select the Widget Options.
- Select a Widget Colour.
- Select a Widget Shortcut.
- Save/Next.
- Repeat Steps 3-8 for all required Widgets.
- Save/Exit.
- Optional: Click & Drag a Widget to move.
- Optional: Click & Drag a Widget edge or corner to resize.
- Enter a Dashboard Name.
- Save.
Select the 
icon to set a Dashboard as the favourite.
The Favourite Dashboard will be the pre-selected Dashboard when this user navigates to Dashboards (BETA) in RMS.
-
Guide
- Add Button
Guide
Go to Dashboards (BETA) in the Side Menu of RMS.
Select the 'Add' icon.
Select a Widget Category.
Select the Widget.
Enter the Widget Title.
Select the Widget Options.
Select a Widget Colour.
Select a Widget Shortcut.
Select 'Save/Next' to store the changes made and continue adding more widgets.
Repeat Steps 3-8 for all required Widgets.
Select 'Save/Exit' to store the changes made and return to the Dashboard.
Optional: Click & Drag a Widget to move.
Optional: Click & Drag a Widget edge or corner to resize.
Enter a Dashboard Name.
Select 'Save' to store all changes made to the Dashboard.
This custom Dashboard will now be available for selection in the drop down menu.