Adding, Renaming, or Deleting a Dashboard from the Snapshot Pages

Users have the ability to add the Snapshot tile to a fluid homepage of their choice. Additionally, administrators can modify dashboards and tiles for the Snapshot self service pages.

Adding a Dashboard to the Snapshot Dashboard Action List

The left panel of the Snapshot pages displays various dashboards, or business processes. The PeopleSoft HCM application delivers several Snapshot dashboards.

To add a new Snapshot dashboard, perform these steps:

Navigate to PeopleTools, and then Portal, and then Dashboards, and then Manage Dashboard Pages.
1. Access the Fluid Dashboards page.
2. Select the Create new dashboard page link at the bottom of the page.
3. On the Dashboard Page Administration page, enter the dashboard name and label.
4. In the Parent Folder field, enter the appropriate folder, such as CO_MANAGER_SELF_SERVICE.
  
  This puts the new dashboard content reference named with the dashboard name appended by _LINK (e.g., if the dashboard name was NEW, it adds NEW_LINK) in the corresponding folder (such as Manager Self Service) directly under the root in Portal Structure and Content.
  
  Note:
  
  You can save the new dashboard in a folder specific to your environment.
  
  The delivered snapshot structures are stored under the following parent folders:
  - Team and View Snapshot dashboards: HC_HCTS_EESNAP_FOLDER
  - Career Snapshot dashboards: HC_HCTS_CAREERSNAP_FOLDER
5. Select Public Access for the Security Type.
6. Save your data.
Important:

Creating a new dashboard will create two (2) crefs: one in the folder you specified and a second one in Fluid Structure Content, Fluid Homepages. Do not use the Fluid Homepage version; only edit the one in the folder you specified during the dashboard creation.
Navigate to PeopleTools, and then Portal, and then Portal Utilities, and then Manage Navigation Collections.
1. Enter Team Snapshot, View Snapshot, or Career Snapshot in the Search By field and select Search.
2. Select the Edit link for the Snapshot navigation you are using.
3. Select the Add Link button.
4. On the Add Link page, select Local Portal in the Source Portal field.
5. In the Menu Item field, enter the dashboard name you created followed by the text _LINK, or select the prompt to access the structure content and select your item from the list.
6. Select OK, then Save.

Important:

If you add a dashboard to the Snapshot pages, remember that other considerations need to be taken into account, such as adding the PeopleCode to select employees on the Person Selector. For more information on creating dashboards, see the PeopleTools: Portal Technology, “Administering Homepages and Dashboard Pages” documentation.

Renaming a Dashboard from the Snapshot Dashboard Action List

To rename a Snapshot dashboard in the left panel of a Snapshot dashboard list, perform these steps:

Navigate to PeopleTools, and then Portal, and then Portal Utilities, and then Manage Navigation Collections.
Enter Team Snapshot, View Snapshot, or Career Snapshot in the Search By field and select Search.
Select the Edit link for the navigation collection you are updating.
Select the name link for the dashboard you want to rename.
Select the Edit Link button.
Enter the new name in the Override Label field.
Save.

Removing a Dashboard from the Snapshot Dashboard Action List

To remove a dashboard from the left panel of a Snapshot dashboard list, perform these steps:

Navigate to PeopleTools, and then Portal, and then Portal Utilities, and then Manage Navigation Collections.
Enter Team Snapshot, View Snapshot, or Career Snapshot in the Search By field and select Search.
Select the Edit link for navigation collection you are updating.
Select the name link for the dashboard you want to remove.
Select the Delete Link button.
Save.