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