How to

When you want to change the default dashboard layout or add new widgets

Starting state: You are logged in to PATCH, The dashboard screen is open, You have an account with edit permissions

1. Click Edit Dashboard at the upper right of the dashboard. The view enters edit mode and a resource settings panel appears.
2. To reuse an existing widget, click Import Widget. To create one from scratch, click New Widget.
3. Click Load Widget to choose from 9 pre-built widgets (inverter chart, panel 5-min charts×4, panel table, plant daily/monthly charts, plant map). Click New Widget to configure chart type (Bar/Line/PlantMap/Table/TimeSeries) and data source manually.
4. When finished, click Save. Edit mode closes and the changes are applied to the dashboard.

Expected result

After saving, the dashboard reflects your edits. Added widgets appear on screen and modified settings take effect.

If it does not work

• If the edit button is not visible, check your account permissions. Viewer accounts cannot edit.
• If changes are not reflected after saving, refresh the browser (F5).

Step-by-step screenshots

Follow the red-numbered hotspots in the images below alongside the steps above.

1. Click Edit Dashboard at the upper right of the dashboard. The view enters edit mode and a resource settings panel appears.

1

Dashboard edit mode — resource settings panel and widget buttons visible

• Resource settings panel — resource ID, name, description input area. Appears when entering edit mode.

2. To reuse an existing widget, click Import Widget. To create one from scratch, click New Widget.

2

Dashboard edit mode — resource settings panel and widget buttons visible

• Load Widget / Create New Widget button area

4. When finished, click Save. Edit mode closes and the changes are applied to the dashboard.

4

Dashboard edit mode — resource settings panel and widget buttons visible

• Save button — confirm edits and apply to dashboard