3. Maintenances

As part of general maintenance required for the successful functioning of Dashboard, you should maintain the following in the system:

This chapter contains the following sections

3.1 Origination Dashboard Details

This section contains the following topics

3.1.1 Maintaining Origination Dashboard Details

You can maintain dashboard related information using the ‘Origination Dashboard Maintenance’ screen. You can invoke this screen by typing ‘ORDDSHMT’ in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button.

Specify the following details:

Dashboard Id

Specify the dashboard id here.

Dashboard Description

The system displays the dashboard description in the task pane.

Main Menu

Specify the main menu name here,

Language Code

Specify the language code of the dashboard.

Sequence Number

Specify the sequence number for the dashboard. It is used to sequence the order in which the frames are displayed in dashboard.

Queue Type

Select the queue type from the adjoining drop-down list. This list displays the following values:

Queue ID

If the ‘Queue Type’ is ‘Queue’, then the adjoining option list displays all valid queue ids maintained in the system. If the ‘Queue Type’ is ‘Count’, then the adjoining option list displays the title for the view.

Report Id

Select the report id for the dashboard from the adjoining option list. This list displays all valid report ids maintained in the system.

Fields

System displays the fields of the dashboard here, based on the fields selected from the ‘Mapping Details’ screen.

Actions

System displays the fields of the dashboard here, based on the fields selected from the ‘Mapping Details’ screen.

Note

Each dashboard should have minimum one and maximum six frames. If more than six dashboards are mapped to the main menu dashboard, then system displays the error message, “Cannot map more than 6 Queues for a Dashboard.”

3.1.2 Specifying the Mapping Details

You can select the fields and actions by clicking the ‘Mapping Details’ button in the ‘Origination Dashboard Maintenance’ screen. This screen is used to select the action and columns that you want to perform on a particular frame of the dashboard ..

In this screen, you can select the required fields and actions for the dashboard from the Available Fields and Available Actions. Available fields displays all the queues maintained from SMDQUEMT screen, if the option selected is Count in queue type. Available action displays all the actions listed in the header of the task bar. On clicking the right-arrow button, system moves the selected fields and actions to the Selected Fields and Selected Actions sections respectively. Similarly, to de-select an action or a field, click the left-arrow button. Available fields displays blank if the queue type is selected queue and if the option is selected as ‘Queue’.The mapping details are not allowed if the queue type is selected as BAM. The system displays an error message as “No field mappings available for selected queue criteria”.

3.2 Maintaining Origination Dashboard Role Details

You can define the role and user for each dashboard using the ‘Origination Dashboard Role Maintenance’ screen. You can invoke this screen by typing ‘ORDDSHRL’ in the field at the top-right corner of the Application tool bar and clicking the adjoining arrow button.

Specify the following details:

Dashboard Id

Select the dashboard id from the adjoining option list. This list displays all valid dashboard ids maintained in the system.

Description

System displays the description for the selected dashboard ID/alert ID.

Map To

Select the dashboard mapping from the adjoining drop-down list. This list displays the following values:

User/Role Id

Select the user id or role id (based on the mapping type) from the adjoining option list. This list displays all valid user ids and roe ids maintained in the system. You can select the appropriate one.

Default

Check this box to indicate that the dashboard should be included in the Quick View frame for a specific user or role.

If a dashboard is mapped as default for a role or user id, then you cannot map another dashboard as default. The system displays an error as “User /Role already has default dashboard” in such case.

If there are different dashboards mapped to role and user id having the same role, then dashboard mapped to the user id will take precedence over the dashboard mapped as default for the role.