BusinessPlus Documentation

Personal Dashboard Controls

Edit Dashboard

Symbol

Name

Description

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Enable Edit mode

Selecting this symbol displays the Edit functions

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Undo Changes

Exit Edit mode without saving changes

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Revert Changes

Reset layout to original

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Save Changes

Save changes made to the dashboard

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Select Layout

Opens the Task Center Details window to update dashboard layout and name

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Delete

Delete current workspace

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Add New Component

Opens the Add Component window where the user can select to add a Links, Job Monitor, Task List, CDD Folder, Active Users, or Text Editor component. If Links Component is selected, the Links Settings page opens from which the user can select to add Weblink, CDD or Cognos links. The Text Editor component allows the user to add text, images, and hyperlinks and format them as desired.

Edit Components


Symbol

Name

Description

Browse Mode

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Collapse

Collapse component content


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Expand

Expand component content


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Help

Displays component information


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Refresh

Select to refresh component

Edit Mode

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Remove

Remove the component


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Configure

Opens the Links Settings page to add links (on Links components only)


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Move

Click and drag the Move symbol to move the component to a new location

Links

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Remove Link

Removes an individual link

Job Monitor

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Show Your/All Jobs

Toggle display of jobs launched by current user or all users. Selecting a job expands Job Details and Attachments sections. Users can filter jobs that were executed between a specific time range.


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Cancel Job

This symbol appears next to the Status field to cancel a job. Note that classic jobs can only be cancelled if in “WF” or “In Progress” status, Workflow and BT70 jobs cannot be cancelled if in “In Progress” status, and CDD jobs can only be cancelled if the GUI-ID has been created for the report.


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Page Controls

Used to browse jobs

Task List

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In/Out of Office

Turn on/off Out of Office setting