Transcript: Dashboard Cards

If you’re part of an organization where there are multiple users inside your PI software, you might want to filter down to only the assessments or job targets you created yourself. If that’s the case, you can do so using the dashboard cards when you first login to your PI dashboard. Cards that have this ability will display a cogwheel in the right hand side of the card.

For example, if you click on the cog wheel in the recently completed activity card, you can now select if you want this to show recently completed assessments that had been administered by your user account specifically by selecting Me or all completed throughout the organization by selecting Anyone.

Once you’ve selected how you want this to be filtered. Click the cog wheel again and the list will now be filtered appropriately.

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