Note

 

This documentation supports the 20.17.01 version of Remedyforce.

To view the latest documentation, select the latest version from the Product version menu.

The dashboard and QuickViews in the Remedyforce Console enable staff members to view a consolidated list of all their assigned records. For a new installation of BMC Remedyforce, the dashboard and QuickViews in the Remedyforce Console are enabled by default. However, if you are upgrading from BMC Remedyforce 20.14.02 or earlier, you must manually enable the dashboard and QuickViews in the Remedyforce Console.

When you enable the dashboard and QuickViews, the View menu in the Remedyforce Console displays the following options:

  • My Dashboard
  • Shared QuickViews
  • My QuickViews

Note

The My QuickViews  option is displayed only if staff members have permission to manage QuickViews or to own QuickViews that they previously created from the Remedyforce Console or Remedyforce Dashboard tab. Staff members who do not have permission to manage QuickViews cannot see the create, edit, copy, and delete icons in My QuickViews or the copy icon in Shared QuickViews.

To enable My Dashboard and QuickViews in the Remedyforce Console

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Application Settings tile, and from the menu, select Consoles.

  3. On the Consoles tab, select the Enable Console Dashboard and QuickViews check box.

    Note

    The Enable Console Dashboard and QuickViews check box is available on the Consoles tab only if you select the Enable and Use the Remedyforce Console check box. For more information, see Enabling the Remedyforce Console tab.

  4. Click .

Where to go next

  • You might also want to give a few staff members permission to create and manage their own QuickViews and copy QuickViews shared by other users. For information about assigning the appropriate permission, see Adding or editing users.

Related topics

Enabling the Remedyforce Console tab

My Dashboard and QuickViews management

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