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There is a need to share the chart with multiple users on a specific schedule. How do I select the users and assign roles to them?

Charts

Last Post by Nikhila 2 years ago

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Nikhila

(@nikhila)

Member Admin

Joined: 2 years ago

Posts: 338

Topic starter 19/12/2022 9:45 am

Step 1: On the main navigation bar click on Library. (Refer to the image below).

Step 2: The library has three sections to choose from. They are -

Reports
Charts
Workflow

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).

Step 4: The schedule button aids in the sharing of the chart based upon the schedule fixed.

Step 5: A ‘Schedule’ pop-up appears once the user clicks on the schedule icon. (Refer to the images below).

Step 6: The chart created by the user can be scheduled for display for different users.

Step 7: Now, the user is able to add title and schedule options. The user needs to select category of display i.e., how the schedule is categorized. (Refer to the image below).

Step 8: Post this, the user has an option of scheduling the display of the chart with the users he wants to share it with. He can also choose the individual roles of the user. (Refer to the image below).