Enabling My Dashboard and QuickViews in the Remedyforce Console
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
- Click the Remedyforce Administration tab.
On the Home page, click the Application Settings tile, and from the menu, select Consoles.
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.
Click
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Where to go next
- After enabling the console dashboard and QuickViews, you can create a default dashboard that is available to all users in the Remedyforce Console. For more information, see Configuring the default dashboard in the Remedyforce Console.
- 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.
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