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Remove an item from a dashboard

Remove a video/item from a dashboard.

H
Written by Harry Ledger
Updated over 3 months ago

Section 1 - Identify the Dashboard Name

To locate the dashboard containing the item to be removed:

  1. Log into the SelectHR website and select the relevant menu set where the dashboard is residing.

  2. Right-click the item to be removed and make a note of the dashboard name highlighted in bold.

Section 2 - Create a copy of the dashboard

You will need to create a copy of the dashboard so any changes are made in the copied Dashboard and then assign the altered dashboard to the menu set.

Section 3 - Remove the dashboard Item from the copied dashboard

  1. In the Admin Tool, click Dashboards.

  2. Double-click the dashboard noted earlier.

  3. Click the Usage tab to see where this dashboard is being used at the time.

  4. Click Launch Designer.

  5. Right-click the item that is no longer needed and select Remove.

  6. Click Close and OK. The item will no longer be visible in the dashboard.

The process will now be removed from the copied dashboard entirely.

Section 4 - Assign the altered dashboard to the menu set

  1. Return to the Admin Tool Home page. You can do this by clicking Window, Home.

  2. Under the Menus & Processes section, click Menus.

  3. Double-click the menu set where the copied dashboard is to be added.

  4. Click the padlock icon to unlock the menu.

  5. On the dashboards tab, click Add Item.

  6. Select the copied dashboard from the list.

  7. Click OK.

Section 5 - Remove the original Dashboard from the Menu Set

At step 5 in Section 4, select the original dashboard and click Remove Item highlighted in blue in the right hand side of the window.

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