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Customize the Scoreboard

The Scoreboard on this tab allows you to view the requests, change orders, issues, call backs, and tasks assigned to you or your group. You can customize your Scoreboard to display only specific folders and nodes. By default, the Scoreboard displays nodes that itemize the records for the entire application. These records can include requests, issues, change orders, assets, configuration items, callbacks, documents, and tasks.

To customize the Scoreboard

  1. Select File, Customize Scoreboard.

    The Customize Scoreboard window opens.

  2. Select the Scoreboard you want to customize from the following options:
    User

    Displays the Scoreboard for the username under which you are logged in.

    Role

    Allows you to customize the Scoreboard for all members of one type of user, such as administrators. Select a value from the drop-down list.

  3. Navigate the Scoreboard tree and select an item to work with.

    To update or delete an item, select the item. To add a new node or folder, select the item after which you want to add the new item.

    Note: The Add Node and Add New Folder options are disabled when the system reaches the Scoreboard limit. To add more nodes or folders, you can remove them or ask your administrator to use Options Manager to increase the scoreboard_entry_limit.

  4. Complete the entry fields for the task you want to complete. Depending on the task, you can edit the following fields:
    Node Label

    Displays the name of the node that you want to add or update.

    Node's Stored Query

    Shows the stored query of the node that you want to add or update. Enter a value directly or select the Node's Stored Query link to search for a stored query.

    Folder Label

    Displays the name of the folder that you want to add.

  5. Click the button for the task you want to complete.

    The Scoreboard tree refreshes to display your changes.

  6. (Optional) Click Reset Tree to undo your changes to the Scoreboard tree.
  7. Click Finished.

    The Customize Scoreboard window closes and the Scoreboard displays your changes.