Configuring the Service Order Trends Dashboard

This section describes the process for configuring the Service Order Trends Dashboard.

Configuration for the Service Order Trends Dashboard is performed by adding or changing a Master Configuration. You can access the portal from the Admin > General > Master Configuration.

Once the Master Configuration search screen returns, locate the Service Order Management Master Configuration record. Use the Add button beside the record to configure for the first time. If a record has already been added, then click the Edit button instead. The Chart Options section is the primary area for adding configuration that will affect the dashboard. Use the embedded help to guide you through the meaning of each configuration field.