Maintenance Dashboard screen

Select view options for the Maintenance Dashboard. Options include:

• Maintenance Dashboard—Displays charts with work order information for your selected properties.

• List of Work Orders—Displays a table of work order data for your selected properties. Use the pane at the right side of the screen to select the columns that appear in the table.

Select the properties for which you want to view data.

Use the vertical ellipsis () icon to specify the department for which to view data.

Use the vertical ellipsis () icon to specify the skill for which to view data.

Specify the time frame for which to view data.

Either select the time frame using the Start Date and End Date fields or use the vertical ellipsis () icon to select additional options:

• All—Shows all data.

• Reset Filter—Resets the filter and reverts the screen to before you entered filter criteria.

• Previous month—Sets the time frame to view data for the entire previous month.

• Yesterday—Sets the time frame to view data for only yesterday.

• Include To Value—If selected, charts will include data from the date in the End Date field. If not selected, charts will include data only up to the date in the End Date field. For example, if the Start Date is 2023/08/24 and the End Date is 2023/08/30, selecting Include To Value will include data on 2023/08/30. If not selected, then the data will not include 2023/08/30.

• Invert Selection—Shows everything but this filtered parameter. For example, if you select Previous Month and then Invert Selection, it shows everything but the previous month’s worth of data.

Provides the following Notifications options:

• Scheduled ()—Opens the Set Up Notifications pane where you can schedule a notification.

• Edit your notification ()—Opens the Notifications pane where you can update an existing notification.

This read-only text displays the date and time (in the UTC time zone) when data was last refreshed.

The data in the Maintenance Dashboard is updated every 5 hours, starting at 00:20 (12:20 AM) UTC, and might not match data in existing reports or in the Maintenance software, depending on when you last made changes in the software.

Opens the Export pane where you can export the current view to one of the following output types:

• Image

• PDF

• Excel

Number of work orders that were completed yesterday. Logic: Completed On Date = Yesterday.

Number of work orders that are scheduled to start today. Logic: Schedule Start Date = Today.

Number of work orders that are overdue or late.

Logic: Past Schedule End Date > Not Completed Work Orders.

Work Order Status = Not Completed/Canceled AND Scheduled End Date < Today.

Status for all work orders based on when the data was last run.

History of all work orders based on priority and closed date.

Total Work Order Count (Assigned) vs. Total Work Orders Completed.

If multiple technicians are selected, the software shows the addition of work order count and completed count.

Data is based on the closed date.

Comparison of work order count as per different sources, that is, PM, Service, and Ad hoc.

Data is based on the closed date.

Work order count based on time range and created date.

Total monthly costs for the work orders for Labor, Part, and Invoice. Data is based on closed date.

The total number of work orders by asset category.

This chart provides a visual representation of maintenance efforts, categorizing and quantifying work orders by asset type to aid in resource allocation and strategic planning.

You can apply different filters, such as Suppliers and Cost Centers, to gain additional insights into your data.

The information is based on various sources: ad hoc, Service, and Preventive Maintenance.

Ratio of completed compliant work orders to total preventive maintenance work orders. A work order is deemed compliant if it is completed on time and originates from scheduled preventive maintenance activities.

This chart aids in enhancing operational efficiency and asset management by ensuring that maintenance tasks meet established standards and timelines.

Calculation: Number of compliant work orders / Total number of work orders.