Personalising Dashboard Views

Within the risks, tasks, claims and certain accounting dashboards users have the capability to personalise their views. Using the 'Create View' function is a good way to see certain risks/claims that are of interest to you. Below is a video demonstration of how to create a view:

This view will then appear on the left hand side of your screen and is easily accessible. This view is in the risk dashboard the process for a claims view follows a similar process.

You can also 'star' risks/claims to mark as your favourites. These will then appear on your home dashboard if you select the 'Starred risks/claims' widgets: