Risk Home Page Dashboard

For users of the Risk module, there is a pre-configured Risk Home Page widget layout named Home (Risk). This layout is also referred to as the Risk Home Page Dashboard.

 

Note: The layout is inactive by default (i.e., unpublished). A global administrator must publish the layout to make it available. Additionally, only users with a Risk_Member role assignment can see the layout listed under Action Center > Home Pages and apply the layout.

 

The Risk Home Page Dashboard widget layout consists of a single Query Widget. The widget displays:

  • Claim statistics in an easy-to-read tile format.

  • A table showing the Top 500 most recently created claims.

    Note: Click any column header in the table to sort by that column.

Publishing the Risk Home Page Dashboard

A global administrator must publish the layout to make it available as it is unpublished by default.

To access and publish the Risk Home Page Dashboard:

  1. Go to System Admin > Widget Layouts.

    The Widget Layouts dashboard displays.

  2. Perform a wildcard (%) Quick search for "Home" to locate the Home (Risk) widget layout.

    Note: If the Widgets Layout Dashboard is filtered by default to display only published layouts, remove the Published filter option by clicking the x on the Status Published chiclet located below the Quick search.

  3. Under the Published column, click the checkbox to place a check mark in it.

    Users with a Risk_Member role assignment will now be able to see the layout from their ClientSpace Home page (listed under Action Center > Home Pages), apply the layout and optionally, pin it as their default Home Page.

Related Topics:

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