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## Prerequisites
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1. User has role: x_steas_uh_core.case_worker or
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x_steas_uh_core.manager
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1. User has role: x_steas_uh_core.case_worker or x_steas_uh_core.manager
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## Create a new dashboard
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1. Tap the three dots in the upper right corner.
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2. Select \"Create new dashboard\".
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2. Select "Create new dashboard".
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3. Add the items you want by clicking on the center of the page or on
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the button in the upper right corner.
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3. Add the items you want by clicking on the center of the page or on the button in the upper right corner.
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4. Choose the items you want.
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5. Fill in data.
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6. Click \"Save\".
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6. Click "Save".
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7. Name your dashboard in the top left corner.
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8. You can have multiple tabs on one dashboard by clicking the plus
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sign.
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8. You can have multiple tabs on one dashboard by clicking the plus sign.
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9. Exit the edit mode to save.
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10. If you need to share a dashboard:
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a. Once you have saved the dashboard, click the button \"Share\".
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a. Once you have saved the dashboard, click the button "Share".
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b. Select either groups or people who should have access to the
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dashboard.
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b. Select either groups or people who should have access to the dashboard.
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c. Give them access to edit the dashboard if you wish.
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## Create a new list
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1. Go to the left side of the screen and tap on the icon with the three
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horizontal lines.
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1. Go to the left side of the screen and tap on the icon with the three horizontal lines.
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2. Enter \"My lists\".
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2. Enter "My lists".
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3. Tap at the bottom where it says \"Add new list\".
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3. Tap at the bottom where it says "Add new list".
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4. Select \"Create your own\".
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4. Select "Create your own".
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5. Give your list a name.
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6. Select the appropriate source.
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7. Choose which fields you want to include in your list, and which
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filter.
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7. Choose which fields you want to include in your list, and which filter.
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8. Press \"Create\".
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8. Press "Create".
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## Make changes to an existing list
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1. Go to an existing list (for example \"My cases\"), and click the
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gear (List actions).
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1. Go to an existing list (for example "My cases"), and click the gear (List actions).
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2. Then you can, for example, edit columns and reset widths.
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