Cloning a Dashboard

Cloning a Dashboard

Purpose

This article will demonstrate how to clone a Dashboard.

Related Articles


Video




Instructions




1. Navigate to the Dashboards Module on the top of the module stack.


Navigate to the Dashboards Module on the top of the module stack.



2. Select Dashboard List.


Select Dashboard List.



3. Select the Clone Icon in the Actions column.


Select the Clone Icon in the Actions column.



4. Give the new cloned Dashboard a new name.


Give the new cloned Dashboard a new name.



5. Click on Clone to create the Dashboard. Click Cancel to cancel.


Click on Clone to create the Dashboard. Click Cancel to cancel.



6. Click on the Pencil Icon in the Actions column to edit the Name, Description, or Sharing settings of the new Dashboard.


Click on the Pencil Icon in the Actions column to edit the Name, Description, or Sharing settings of the new Dashboard.



7. Navigate back to the Dashboard menu and select Dashboards.


Navigate back to the Dashboard menu and select Dashboards.



8. The new version of your cloned Dashboard should be open, or you can select it from the drop-down menu.


The new version of your cloned Dashboard should be open or you can select it from the drop-down menu.
​
​
​
9. Click on Edit Layout in the upper right-hand corner to change or add Widgets to the new Dashboard.
​

Click on Edit Layout in the upper right-hand corner to change or add Widgets to the new Dashboard.
​
​
​
10. Click on Add Widget to open up the Widget modal.
​

Click on Add Widget to open up the Widget modal.
​
​
​
11. Check out the article on Creating a Dashboard for information on different Widgets you can add.
​

Check out the article on Creating a Dashboard for information on different Widgets you can add.
​
​
​
12. Click on Save when you are done editing or updating the Dashboard.
​

Click on Save when you are done editing or updating the Dashboard.

    • Related Articles

    • About the Scheduling Dashboard

      Purpose To provide a brief overview of the Scheduling Dashboard. Video Overview When a user logs into the Scheduling module they will see the Dashboard located at the top of the menu. This dashboard displays the user's profile, announcements, time ...

    • Associating Reports with the Dashboard Module

      Purpose To demonstrate how to link an Ad-Hoc report to a First Due Dashboard Directions Charts can be viewed inside the Dashboard Module after being constructed within Ad-Hoc reporting. The information in the charts and reports is updated each time ...

    • Release Notes - Dashboards Module Updates

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Video Feature Enhancements What: When adding a Widget for Reports, a search bar has been added to help find the report you are ...

    • Creating a Dashboard

      Purpose To explain use cases and setup of the First Due Dashboard Module. Video Information Dashboards put information from various sources, both within First Due and elsewhere, in one easy to navigate view. Dashboards are highly configurable, and ...

    • Navigating the Medication Dashboard

      Purpose The purpose of this article is to help navigate the features and functionality of your medication dashboard. Video Navigation 1. Begin by navigating to the Medications module and selecting Dashboard. 2. To populate any Counts or Usage use the ...