Merge main into staging

site/guide/configuration/customize-your-dashboard.qmd

@@ -3,9 +3,7 @@ title: "Customize your dashboard"
 date: last-modified
 ---
 
-Customize what you see on your {{< var vm.product >}} dashboard when you first log in. <!-- Rearrange the position of widgets, and add your own widgets from reporting for quick access. -->
-
-<!-- Ability to add report widgets has been temporarily removed as of the launch of the new analytics page -->
+Customize what you see on the {{< var validmind.platform >}} when you first log in with dashboards and widgets, enabling you to review and access information at a glance. 
 
 :::{.callout}
 Changes are automatically saved to your account and do not affect other users.
@@ -19,42 +17,125 @@ Changes are automatically saved to your account and do not affect other users.
 
 :::
 
-## Arrange widgets
+## Manage dashboards
+
+Dashboards allow you to use widgets to quickly review and access information by displaying widgets.[^1]
+
+### Add dashboards
+
+1. In the left sidebar, click **{{< fa home >}} Dashboard**.
+
+2. Click **{{< fa plus>}} Add Dashboard**.
+
+3. On the Add New Dasboard modal that appears, enter the:
+
+    - **[dashboard name]{.smallcaps}**
+    - **[description]{.smallcaps}** (optional)
+
+4. Click **Add New Dashboard** to create your dashboard.
+
+### Edit or remove dashboards
+
+::: {.callout-important}
+Deletion of dashboards is permanent.
+
+:::
+
+1. In the left sidebar, click **{{< fa home >}} Dashboard**.
+
+2. Click on the tab for the dashboard you would like to edit or remove.
+
+3. Click on **{{< fa ellipsis-vertical >}}** to edit the name and description of your dashboard or to delete a dashboard: 
+
+    - To edit a dashboard, select **Edit Dashboard Details**. Make your edits then click **Save Changes** to apply your adjustments.
+    - To remove a dashboard, select [**{{< fa trash-can >}} Delete Dashboard**]{.red}. Once you confirm, your dashboard will be deleted.
+
+## Manage widgets
+
+Widgets display information at a glance on your dashboards.[^2]
+
+#### Widget types
+
+Model Inventory View
+: Retrieves a saved model inventory view.[^3] 
+
+Model Findings View
+: Retrieves a saved findings view.[^4]
+
+Analytics Visualization
+: Retrieves an analytics visualization.[^5]
+
+Other
+: Retrieve a list of the latest model findings[^6] or recent activity.[^7]
+
+### Arrange widgets
 
 1. On the {{< fa home >}} Dashboard, hover over the title of a widget until the **{{< fa hand>}}** appears. 
 
 2. Click and drag to position your widget as desired.
 
     To resize a widget, hover over the bottom-right corner of a widget until the **{{< fa hand>}}** appears, then adjust the dimensions to your liking. 
 
-<!-- ## Add report widgets
+### Add widgets
+
+1. In the left sidebar, click **{{< fa home >}} Dashboard**.
+
+2. Click on the tab for the dashboard you would like to add a widget to.
+
+3. Click **{{< fa plus >}} Add Widget**.
 
-Along with the default {{< fa triangle-exclamation >}} Model Findings and Recent Activity widgets, report widgets from Analytics[^1] can be added to your dashboard:
+4. Select the type of widget you'd like to add:[^8]
 
-1. In the left sidebar, click **{{< fa square-poll-vertical >}} Analytics**.
+    - **Model Inventory View**
+    - **Model Findings View**
+    - **Analytics Visualization**
+    - **Other**
 
-2. Hover over the title of the widget you'd like to place on the {{< fa home >}} Dashboard until the **{{< fa ellipsis-vertical>}}** appears, then click on it.
+5. On the modal that appears, configure the information retrieved by the widget: 
 
-3. After you select **{{< fa plus>}} Add to Dashboard**, the widget will appear on your personal view of the dashboard.
+    - **Model Inventory View** — Select a **[view name]{.smallcaps}** then cick **Add Model Inventory View**.
+    - **Model Findings View** — Select a **[view name]{.smallcaps}** then cick **Add Model Findings View**.
+    - **Analytics Visualization** — Select an **[analytics page]{.smallcaps}** and a **[visualization]{.smallcaps}** then click **Add Visualization**.
+    - **Other** — Select one of the **[widgets]{.smallcaps}** then click **Add Widget**.
 
-    You can then rearrange the position of the widget to your liking.[^2] 
+6. Confirm that your widget appears as expected. 
 
-## Remove report widgets
+    You can also rearrange the position of the widget to your liking.[^9]
 
-To remove a report widget you added: 
+### Remove widgets
+
+::: {.callout-important title="Removal of widgets is permanent."}
+Removing a widget from a dashboard will not delete the linked view or analytics visualization. 
+
+:::
 
 1. In the left sidebar, click **{{< fa home >}} Dashboard**.
 
-2. Hover over the title of a widget you'd like to remove until the **{{< fa ellipsis-vertical>}}**  appears, then click on it. 
+2. Click on the tab for the dashboard you would like to remove widgets from.
+
+3. Hover over the widget you would like to remove until the **{{< fa ellipsis-vertical >}}** appears and then click on it.
+
+4. Select [**{{< fa trash-can >}} Remove**]{.red}.
 
-3. After you select **{{< fa trash-can>}} Remove from Dashboard**, the widget will be removed from your personal view of the dashboard. -->
+5.  Once you confirm, your widget will be removed from your dashboard.
 
 
 <!-- FOOTNOTES -->
 
-<!-- [^1]: [Working with analytics](/guide/reporting/working-with-analytics.qmd)
+[^1]: [Manage widgets](#manage-widgets)
+
+[^2]: [Manage dashboards](#manage-dashboards)
+
+[^3]: [Customize model inventory layout](/guide/model-inventory/customize-model-inventory-layout.qmd#manage-custom-inventory-views)
+
+[^4]: [View and filter model findings](/guide/model-validation/view-filter-model-findings.qmd#customize-model-findings-layout)
+
+[^5]: [Working with analytics](/guide/reporting/working-with-analytics.qmd)
 
-[^2]: [Rerrange widgets](#rearrange-widgets) -->
+[^6]: [Working with model findings](/guide/model-validation/working-with-model-findings.qmd)
 
+[^7]: [View model activity](/guide/model-inventory/view-model-activity.qmd)
 
+[^8]: [Widget types](#widget-types)
 
+[^9]: [Arrange widgets](#arrange-widgets)