Modifying Dashboard Settings

These settings are available under the following tabs:

• General: Theme-specific information, language, date, time, currency, and log in / out redirects.
• Summary: Settings for the Summary page.
• Request: New service request settings.
• Request Confirm: Settings for modifying the defaults derived from the issue list, such as category, priority, NTE, and notifications.
• Note: Settings for viewing and adding notes from the dashboard.
• Report: Options for the View Open Tickets and View Work History pages.
• Feedback: Settings for confirming completion of work orders marked as completed by service providers.
• Proposals: Options for displaying proposals in Dashboard 2.0 and modifying the category of work orders associated with proposals.
• Invoice: Invoice approval settings for users added to MLI configuration. This tab contains an option for enabling proposals in the ServiceChannel Mobile app for Dashboard users.
• PM Summary: Adding Planned Maintenance Summary to the dashboard.
• Auto-Users: Settings for auto-user creation for dashboards.
• Areas: Adding new areas, that were added to the issue list.
• Override: Adding new overrides, that were added to the issue list.
• Sorting: Settings for displaying work orders.
• Distribute: Allows you to distribute your dashboard settings to other associated dashboards.