A dashboard is a user interface that organizes and presents information in a way that is easy to read.  Within the DCM, this concept is a configurable option, and at its heart a business intelligence dashboard that provides data visualization widgets that display the current status of metrics and key performance indicators (KPIs).  Standard dashboard widgets include:

  1. Caseworkers current cases
  2. Caseworker current tasks
  3. All Cases
  4. All Tasks

To provide caseworkers with the ability to select more than one dashboard layout, it is possible to create different dashboards of different information and layouts.  By selecting from a library of standard widgets, charts, and controls, a caseworker can switch between different views of the data contained in the solution.

Adding a Personalized Dashboard

  1. On the left, navigate to 
     → Case Management → Home
  2. Click on the My Dashboard button to manage dashboards
  3. Click the 
    New Dashboard button
  4. Assign a Name and a Description
  5. Save the new dashboard definition

  6. Click on the name hyperlink to open the new dashboard

    You cannot open/edit System dashboards here.


  7. Your new dashboard will be empty. Here you can add or remove columns and add or remove widgets using the buttons or hyperlinks.
  8. Click the green Add Widget button.

  9. From the pop-up window select a widget by clicking the Add Widget button to the left of the widget.
    Widgets are grouped by type: Grid, Chart, Summary, or Miscellaneous. Select a type to see the widgets under that category.


    To learn more about widgets and how to create a personalized widget, go to the Standard Widgets article.

  10. When you are done just close the tab (there is no Save button here)

Clone a Dashboard

If you need to modify a System dashboard you have to clone it to create a new one and modify the cloned one.

  1. On the left, navigate to 
     → Case Management → Home
  2. Click on the My Dashboard button to manage dashboards
  3. Click the 
    Gear button next to the dashboard name and select the Clone option

  4. Insert a Name and Description for the cloned dashboard
  5. Here you can add or remove columns and add or remove widgets using the buttons or hyperlinks, rearrange the order and/or position of the widgets.
  6. When you are done just close the tab (there is no Save button here).