Copy a Dashboard

You can create a dashboard Comprised of groupings of data, called gadgets. by copying an existing one. You can then name it and customize it for its new purpose.

To copy a dashboard

1. Click the Dashboard tab.

2. Choose the appropriate dashboard from Current Dashboard.

3. Click Configure and select Copy Dashboard. New appears in the Current Dashboard field.

4. Configure or remove the existing gadgets Groupings of data. There are 5 gadget types: Incidents - Region, Incidents - Division, Client List, Client Summary, Regional Client Summary..

5. Add new gadgets, as appropriate.

   Gadget types and descriptions

   Gadget	Description
   Incident	Shows all active incidents in the region or shows all active incidents related to the division (provider facility A standing facility, which can be a hospital, long-term care facility, or shelter. or mobile provider A transporting agency, such as EMS organizations and fire departments.) you select.
   Client List Shows a list of clients that match the criteria in the search filter you select for the gadget.	Shows a list of clients that match the criteria in the search filter Search criteria that allow you to pinpoint the clients and details you need. you select for the gadget.
   Client Summary Visual representation of clients that match the criteria in the search filter you select for the gadget.	Visual representation of clients that match the criteria in the search filter you select for the gadget. For this type, you also select how to group the data, how to sort it, and what format it should appear in.
   Regional Client Summary List of active clients in the region organized by triage category and the search filter you select for the gadget.	List of active clients in the region organized by triage category and the search filter you select for the gadget. For this type, you also select how to group the data.

6. If appropriate, change the dashboard's layout.

7. Click Save. The Save Dashboard window opens.

8. Enter a Name for the dashboard.

9. If appropriate, enter its Description.

10. If you want to share the dashboard, set or change sharing.

11. Click Save.