Your system specialist defines preference settings. To change or define these settings, complete any of the following tasks:
Change your Metrics Management authentication password.
Change home page and Navigation Pane favorites.
Add a book section to your home page.
The system specialist must allow you to change your Metrics Management password before you can change it. Otherwise, this option is unavailable. Your new password must be at least eight characters, is case sensitive, and can contain special characters. The Metrics Management database that you are connecting to must use Metrics Management authentication.
How to change your Metrics Management authentication password
1 On the toolbar, choose Change Password.
2 In Metrics Management - Change Password, provide your current password, provide your new password, and confirm your new password by providing it a second time, as shown in Figure 2‑7. Then, choose OK.
Figure 2‑7 Changing your password
A message confirming that your password changed appears.
Changing home page and Navigation Pane favorites
You can personalize the list of objects that appear as favorites. Your favorites appear in Navigation Pane in My Favorite <item name>, as well as on the home page. Books, initiatives, links, maps, and views all have a favorites list.
Initiatives support defining an initiative as a favorite in Initiatives. Performing this task also defines the initiative as a favorite on the home page and in the My Favorite Initiatives list.
How to add an object as a favorite
1 On the home page, choose Edit <Object type> beside an object type. For example, beside Maps, choose Edit Maps.
2 In Edit Favorite <Object type>, to filter the available list, in Type here to Filter Available List, type one or more characters. In the example shown in Figure 2‑8, Available is filtered to show maps that begin with C.
Figure 2‑8 Filtering the list of favorites in Available
3 To add the object to the Selected list, choose Add. Figure 2‑9 shows the Critical Measures Performance Matrix in the Selected list.
Figure 2‑9 Choosing favorites
4 Choose OK. The object appears in the My favorite list in Navigation Pane and on the home page.
How to define an initiative as a favorite
In Initiatives, select Add to Favorites beside an initiative. The Add to Favorites icon appears colored, as shown for the Survey Customers initiative in Figure 2‑10.
Figure 2‑10 Adding an initiative as a favorite
Adding a book section to the home page
You can add a book section to the home page, as a home page alert. For example, add a section that contains measures you watch to your home page.
How to add a book section to the home page
1 At the bottom of the home page, beside All Critical problems, choose Edit Section.
2 In Edit Section, to filter the available list, in Type here to Filter Available List, type one or more characters. In the example shown in Figure 2‑11, Available is filtered by sections that begin with M.
Figure 2‑11 Filtering the available book sections
3 Select an available book section, as shown in Figure 2‑12.
Figure 2‑12 Specifying a book section as a home page alert
4 Choose OK. The book section appears on the home page.
Change your Metrics Management authentication password.
