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    • Hent veiledninger fra 13.09.2023 authored by Per Christian Gaustad's avatar Per Christian Gaustad
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    Eldre-versjoner/33.1-EN-How-to-customize-UH-workspace-for-managers-and-case-workers.md
    View page @ 0ebc062e
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    ## Prerequisites
    1. User has role: x_steas_uh_core.case_worker or
    x_steas_uh_core.manager
    1. User has role: x_steas_uh_core.case_worker or x_steas_uh_core.manager
    ## Create a new dashboard
    1. Tap the three dots in the upper right corner.
    2. Select \"Create new dashboard\".
    2. Select "Create new dashboard".
    3. Add the items you want by clicking on the center of the page or on
    the button in the upper right corner.
    3. Add the items you want by clicking on the center of the page or on the button in the upper right corner.
    4. Choose the items you want.
    5. Fill in data.
    6. Click \"Save\".
    6. Click "Save".
    7. Name your dashboard in the top left corner.
    8. You can have multiple tabs on one dashboard by clicking the plus
    sign.
    8. You can have multiple tabs on one dashboard by clicking the plus sign.
    9. Exit the edit mode to save.
    10. If you need to share a dashboard:
    a. Once you have saved the dashboard, click the button \"Share\".
    a. Once you have saved the dashboard, click the button "Share".
    b. Select either groups or people who should have access to the
    dashboard.
    b. Select either groups or people who should have access to the dashboard.
    c. Give them access to edit the dashboard if you wish.
    ......@@ -42,28 +38,25 @@
    ## Create a new list
    1. Go to the left side of the screen and tap on the icon with the three
    horizontal lines.
    1. Go to the left side of the screen and tap on the icon with the three horizontal lines.
    2. Enter \"My lists\".
    2. Enter "My lists".
    3. Tap at the bottom where it says \"Add new list\".
    3. Tap at the bottom where it says "Add new list".
    4. Select \"Create your own\".
    4. Select "Create your own".
    5. Give your list a name.
    6. Select the appropriate source.
    7. Choose which fields you want to include in your list, and which
    filter.
    7. Choose which fields you want to include in your list, and which filter.
    8. Press \"Create\".
    8. Press "Create".
    ## Make changes to an existing list
    1. Go to an existing list (for example \"My cases\"), and click the
    gear (List actions).
    1. Go to an existing list (for example "My cases"), and click the gear (List actions).
    2. Then you can, for example, edit columns and reset widths.
    ......