Versions Compared

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 the all regions

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

...

Table of Contents
minLevel3
maxLevel3
outlinefalse
styledisc
typelist
printabletrue

...

Configure panels/categories via panel setup

...

- including how to delete a category

...

1. Access panel setup

From the Organiser, choose which panel to add/remove a category on:

  • Hover over the panel header bar, a cog icon will be displayed - click the cog to access Panel Setup

    Panel setup cog.png

2. Add pre-configured or custom-built categories (& remove categories)

From Panel Setup:

  • The Panel header (i.e. title) and/or Office(s) to include in the panel data can be changed

  • In Pick categories to display - categories currently being displayed in the panel are shown with a tick beside them

    • To remove a category from being displayed in the panel - un-tick it

    • Additional pre-configured categories are displayed - tick beside the ones required

    • New custom-built categories can be created - click + New Category
      See next section titled Add new category custom-built categories to an Organiser panel

  • To save any changes to the Panel Setup, click the tick icon (in the panel header bar) 

    Panel setup options.png

...