Home Dashboard

Welcome:

The Home Dashboard has been designed to be highly interactive and enables you to explore data in individual panels. You can start by viewing the dashboard information; clicking on items here will take you to the specific pages where you can take action. 

Totals: 

Totals panel: Gain a quick understanding of the total assets managed by your team, the total number of Depots, and the specific Depots assigned to you. Clicking on “View All” on the Total Assets card will take you to the Assets page. Clicking on “View All” on the Total Depots card will take you to the Depots page. Clicking on “View All” on the Assigned to Me card will take you to the Depots page with the filter to only view those assigned to you.

Assets by Status: 

Assets by Status panel: This panel makes it possible to view assets at higher-level statuses to facilitate asset management. Clicking on a status with a hyperlink will take you to the Assets page with the status filters automatically enabled.

NOTE: Admins can configure the repair statuses or Fleet Statuses that will determine what shows for Scheduled, At Service, and Ready.

Service Events: 

Service Events panel: This panel displays events that require attention. Specifically, it makes it easier to view Draft Events, including those with Active Alerts. It also makes it easier to view In Progress Events, including those Due Soon (within 5 days of the requested appointment time) or Overdue (after the requested appointment time). Clicking the panel links takes you to the Service Events page with the event status filters automatically applied.

Assets by Alert Types: 

Alerts by Active Alert Type panel: View all the Active Alerts. Click on the panel links to go to the Assets page with the specific active alert type filters applied.

Most Alerts by Depot:

Most Alerts by Depot panel: Get a glimpse of the Depots that require the most attention. Click on the depot links to go to the Assets page, with the depot filters automatically applied.

Scheduled Maintenance Panel: 

Scheduled Maintenance panel: This panel makes it possible to view active Scheduled Maintenance alerts, and to specifically understand their severity (as Due and Overdue). Clicking a link will take you to the Service Events page with the scheduled maintenance filters automatically applied.

Pending Approvals: 

Pending Approvals: This panel shows the total number of estimates with a repair status of Pending Approval. Clicking the link will take you to the Service Events page with the pending approval filter automatically applied.

Scheduled Maintenance: 

Faults by Severity: This panel shows the total number of faults organized by fault severity. Clicking a link will take you to the Assets page with the appropriate filters automatically applied.

Recent Activity:

Recent Activity panel: View all activity related to event status changes happening across your team. Easily filter the activity to view only updates related to the events you’re watching, the events for depots under your assignment, or your activity only.

Team Notes Panel:

Team Notes panel: View all notes posted to events managed by your team. Easily filter the notes to view only updates related to the events you’re watching, the events for depots under your assignment, or your notes only.