Versions Compared

Version Old Version 38 New Version 39
Changes made by

Fiona Hardy

Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

The Power Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectively. The Organiser is made up of panels, where categories can be added and removed, as required. Power Reports can be saved and added to your Organiser panels for quick access.

If the figures in your Organiser dashboard are not as expected and/or they are different to your colleagues, this page outlines various setup screens you can check

Tip

In order to edit Organiser panels, it is useful to understand building Power Reports - , click here for more information

Further help on the Organiser is available here

...

: Building a Power Report

1. Check layout setup

  • Click the Settings button

(cog)

  • at the top right corner of the Organiser screen

  • In General Settings

    • Default layout type: ensure the correct type is selected

    • Display data from office(s): ensure the correct office(s) are shown

  • Click Done to save changes

Image Removed
Settings screen - general.pngImage Added

2. Check panel setup

Panel

setup is found at the top of every Organiser panel

Setup is available in every Organiser panel

From an Organiser panel:

  • Hover over the panel header

bar

  • ,

a cog icon

  • a cog icon will be displayed

(see right)

  • , click this to access Panel Setup

    Panel with cog icon.pngImage Added
In

From Panel Setup:

  • Offices to include

:

  • - ensure the correct office(s) are shown for this panel
    These are the offices that the categories in this panel are taking their data from 

  • Click the tick icon (in the panel header

bar

  • ) to save any changes

Image RemovedImage Removed
  • Panel setup.pngImage Added

3. Check category setup

  • Right-click over the category to check/edit and click Setup
    The Edit Category screen will be displayed

, this

  • Setup category menu option.pngImage Added

The Edit Category screen outlines how the category is setup

and uses the same screens as a Power Report

:

  • Click Edit and select Edit criteria to view/edit the current criteria for that category

- see 3a

  • Click Done then Save to update the category criteria

    • Image RemovedImage Removed Expand
    title3a. Edit criteria screen
    When choosing to Edit criteria, the

    • Edit category - edit menu option.pngImage Added

    The screen shown is the same as that seen when building/editing a Power Report

    . Use this screen to edit

    :

    • Edit the report criteria to match your requirements

    .Image Removed

    ...

    • and click Done

      Edit category screen.pngImage Added

    • Click Save to update the category criteria

      Edit category.pngImage Added
    Note

    The Organiser is made up of 3 layers:

    • Overall layout

    • Panels (on the layout)

    • Categories (within the panels)

    Category setup overrides panel setup, while panel setup overrides layout setup

    Filter by label (Content by label)
    showLabelsfalse
    max58
    spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
    maxCheckboxfalse
    sortmodified
    showSpacefalse
    reversetrue
    typepage
    cqllabel = "organiser" and type = "page" and space = "RW"
    labelspower organiser incorrect results wrong information different to colleague

    ...