To change the default list of Health Indicators or Dashboard Comments of an existing instance is a two step process.
Step 1: Amend default list in System configuration
For each project created on PPO a list of default Health Indicators and Comments are added. This default list is maintained in the instance’s System Configuration.
To check or amend this list go to Administration and click on the System Configuration icon.
Scroll down to the Default health indicators and Default dashboard comments section. In this section Health Indicators and Comments can be added, amended and deleted. Ensure there is always a semi-colon separating the entries.
Note: Changing the list of Default health indicators and Default dashboard comments does not dynamically change the Health Indicators and Comments that have already been created for existing projects. The list in the System Configuration only shows which Health Indicators and Comments will be added when a new project is created.
Step 2: Update existing Health Indicators and Comments
If the instance is newly created and no projects have been created yet, there is no need to proceed with step 2.
However, if any projects have been created on the instance, you will need to update the existing Health Indicators and Comments to match the ones specified in the System Configuration. This is necessary to ensure the standard set in the system configuration is maintained throughout the instance and to ensure the Health Indicators and Comments that appear on the Dashboards are the same for each project in PPO.
Before you proceed with updating the existing Health Indicators and Comments on the instance, ensure that you have access to add, edit and delete Health Indicators and Comments (this is set in your user group access).
Access each project in turn and add, edit, or delete Health Indicators or Comments as required until they match the list of Health Indicators and Comments you have set in the System Configuration.