Manage Dashboard – Table of Contents
- System Admin Dashboard
- Company Divisions
- Company Division Detail Part
- Adding Company Divisions
- Mask Maintenance
- Mask Definitions and Mask Detail
- Adding a Mask
- Editing Mask Segments
- Account Categories
- The Account Categories Part
- Adding/Editing Account Categories
- Configuring Doc Types
- Roles, Permissions, and Responsibilities
- Adding and Editing Roles and Responsibilities
- Catalog Folders Overview
- Adding, Editing, and Assigning Access to Catalog Folders
- Report Folders and Assigning Access
- Adding and Editing Date Types
- Adding and Editing Alert Types
- Compliance Types Overview
- Adding and Mapping Compliance Types
- Rules Maintenance
- Rule Entries
- Adding/Editing Rules and Rule Groups
- Manage Dashboard Overview
- Routes Overview
- Routes: Detail and Rule Considerations
- Route Concepts: Users vs Roles
- Route Detail Tab
- The Route List: Details and Rules
- Adding and Editing Predefined Routes
- Allocations and Markups
- Adding and Editing Alert Subscriptions
- CSI Maintenance
- Adding and Editing CSI Codes
- Programs Tool and Programs List
- Adding, Editing, and Deleting Programs
- Mapping Projects to Existing Programs
- References and Global References
- Adding and Editing References and Global References
- Region Maintenance
- Adding and Editing Regions
- Templates – Template Library
- Uploading and/or Replacing Templates
- Alert Subscriptions