Edit Operational Sustainability Management dashboard details

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.

    Antes de Iniciar

    Role required: sn_esg.data_owner, sn_esg.metrics_manager

    Procedimento

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Analytics dashboard.
    2. Select the Analytics dashboard icon and then select the dashboard you want to edit.
    3. Select the View dashboard details icon to open the Details panel.
    4. Edit the fields as necessary.
      FieldDescription
      Name Edit the name of the dashboard.
      Description Fill in the description to provide further context about the purpose of the dashboard.
      Mark as certified

      Mark the dashboard as certified to inform the user that the dashboard is for use across the organization.

      Nota:
      You must have an admin role to mark a dashboard as certified. For more information, see Certify a Platform Analytics dashboard.
      Dashboard visibility View, add, or remove workspaces in which the dashboard can be viewed.
      Nota:
      If you have the admin role, you can change the workspaces for any dashboard. Other users can change workspaces only for dashboards they create. For more information, see Edit Operational Sustainability Management dashboards.
      Create new category Specify one or more dashboard categories.
      Nota:
      For more information, see Platform Analytics experience dashboard categories.
      Requested by Specify who requested the dashboard.
      Nota:
      This user is considered a responsible user. The data visualization is shared with them, with editing permissions.
      Owner Specify the owner of the dashboard.
      Nota:
      By default, the owner is the creator of the dashboard, but the creator or owner can assign ownership to another user.
      Owner Group Specify an owner group.
      Nota:
      The owner of a dashboard can be an entire group rather than a single person.
      Created by See who created the dashboard.
      Last updated by See who updated the dashboard along with the date and time details.
      Shared with See who the dashboard has been shared with.