| To use a dashboard session |  |
| Use a dashboard session to access multiple sessions that are related to a specific object in a quick way. Examples of objects are item, work center, or project. By means of a dashboard, an user, for example, an engineer or a shop floor planner, can easily carry out all tasks related to his/her job. Relevant details of the object are presented on the dashboard, as well as the possibility to open the sessions in which additional information for the object is stored. To summarize, the dashboard gives the user a quick overview of the status of a specific object without having to open all related sessions immediately. With a dashboard, a user can easily perform a specific task. A dashboard session consists of the following parts: Details Links Object Object For the dashboard's object (3), a number of records is listed. If you select a record, the record's details are displayed in the Details group box (1). If you select a record, you can click the links in the Charts and Documents group box, to display, maintain, or create information related to a record. Click ( Find a record ) on the session's toolbar to search for a record. Click ( Define filter ) to filter the object's records. Select Advanced Filtering or Easy Filtering. Links A series of links (2) is presented to start sessions that are related to the session's object. A check mark indicates whether the link already contains information related to a selected record of the object. Click the links to display, maintain, or create information related to an object's record. Details The Details group box displays information about the object. If you select a record in the list in the lower part of the session (3), the record's details are displayed in the Details group box (1). Related topics To use a header-lines session To use an overview session To use a details session |