This article outlines the recommended approach for editing Dashboards in SelectHR. Following these steps helps ensure your configuration changes are protected from future patches and upgrades.
Best practice advice
When making any configuration changes in SelectHR:
Always make a copy of the item (e.g. form, process, workflow) before making edits.
Replace the standard item in your menu or process with the copy.
Do not delete the original item, disable it instead.
Make all changes in a test environment first.
Take a backup of your live environment before making any changes
Dashboards should also be copied before editing to preserve the original configuration.
Steps to safely edit a dashboard
To edit a dashboard while following best practice, there are three key steps:
Identify the name of the dashboard.
Create a copy and make changes to the copy.
Assign the copied Dashboard to the correct menu set.
Identify the dashboard name
Log in to the SelectHR website.
Navigate to the menu set where the dashboard appears.
Right-click the area of the dashboard you want to edit.
Make a note of the dashboard name (shown in bold).
Create a copy of a dashboard and make changes
Log in to the SelectHR Admin Tool.
Under the Business Intelligence section, click Dashboards.
Select the Dashboard name you noted earlier.
Click Create a copy of the selected Dashboard.
Give the copy a new name.
Click Launch Designer.
Make your changes.
Click Close, then click Apply and OK.
Assign the copied dashboard to the menu set
Return to the Admin Tool home page (click Window, then Home).
Under Menus & Processes, click Menus.
Double-click the menu set where the Dashboard should be added.
Click the Padlock icon to unlock the menu.
Go to the Dashboards tab.
Click Add Item.
Select your copied Dashboard from the list.
Click OK.
🤓 Tip: The order of items in this list controls how they appear in the menu. You can drag and drop items to change the order.