Regulatory Dashboards ~ Process Guide

Getting to the Regulatory Dashboards Module
From the main CMS, click on the “App Selector” icon and select the Admin Console.

Under the Reports section of the Admin Console, you will now see an option for Regulatory
Dashboard Setup.

Once you click on the Regulatory Dashboard Setup menu, the Dashboard landing page will
open.

From this page you can edit existing Dashboards, create new Dashboards, and Delete
Dashboards. You can also sort by different columns depending on how you want the
Dashboards shown.

Editing and Adding Dashboards and Elements
To edit an existing dashboard (or see the existing Dashboard Elements), click on the pencil icon
next to the Dashboard. This will open the Dashboard Edit page.

From this page you can add or edit the Header and Footer for that Dashboard, as well as edit,
delete, or add new Dashboard Elements to the Dashboard. To edit a Dashboard Element, click
on the pencil next to the Element, the Element Edit page will open.

*Note that Standard Dashboards cannot be edited, you can only open them to view the details
and add additional Elements to those Dashboards.

To add a new Dashboard Element, click on the button on the
Dashboard edit page. This opens the Create Dashboard Element Page.

Fill in the required fields along with any desired fields and click on the save button. After you
save you can then add a procedure to the element.

To re-order the dashboard elements so they show up in the order you want them to, click on
the icon next to the elements and drag and drop them into the order you want them to
appear in. You can delete elements you no longer want associated with that Dashboard by
clicking on the trash can icon on the right side of the element.

Copyright © FSI 2022