Operational dashboard

The Operational dashboard is a modernized landing page that is similar to the Start Center. You can use the Operational dashboard to monitor KPIs, see your workflow assignments that are due soon, quickly complete tasks, and access other applications.

You can add customized cards to the Operational dashboard or modify the default dashboard cards by editing the dashboard.

It is also possible to add customized dashboards as new tabs, assign dashboard viewing permissions based on security groups and edit the default and customized dashboards.

Overview video

Check out the video to learn more about the Operational dashboard:

KPIs

The Operational dashboard includes the following key performance indicators (KPIs):

Overdue Emergency Work: The number of emergency work orders that are overdue.
Overdue PM Work: The number of preventive maintenance work orders that are overdue.
PM Performance: The rate of closure of preventive maintenance work orders.
Health of Assets for PM Work: The state of the assets for planning preventive maintenance work orders.

Each KPI includes trend information, so you can see how much it increased or decreased since the last time the data was refreshed. You can also see how much each KPI is over or under the target that is defined by your organization.

You can use KPI Manager to refresh these KPIs manually, or you can schedule automatic refreshes by using the preexisting KPICronTask. For more information, see Managing cron tasks.

Favorites and Quick actions

The Favorites card contains links to other applications, including Work Orders, Workflow Assignments, Work Order Tracking, and Service Requests.

The Quick actions card contains links to forms for common tasks, such as creating a work order, creating a service request, and creating a purchase request. When you add a Quick actions card to the dashboard, you can select prepopulated ticket templates. The ticket templates are provided by default or you can create a template.

Workflow assignments due soon

On the Workflow assignments due soon card, you can see your workflows assignments that are due in the next 24 hours or that are overdue. You can select one or more of these assignments to accept, reject, route, or reassign them. Clicking a workflow assignment opens it in the application in which it was created.

Note: You can view work orders on the Operational dashboard even if you do not have access to Work Order Tracking.

Work queues

On the Work queues card, you can see details of active work queues. You can select each queue to view its details in tabular format. It is possible to search, download, add or remove columns, filter, and refresh the data for each of the work queues that is displayed.

Note: When you create a work queue in Work Queue Manager, if you select a person group, the work queue is not visible by default on the Work queues card of the Operational dashboard. If you are a member of that particular person group, select the Work Queue card, edit the Operational dashboard, and select the work queue from the Advanced tab of the Card gallery to make it visible. You cannot see the work queue if you are not a member of the person group.

While creating a work queue, if you do not select any person groups or edit an existing work queue and remove the person group, the work queue is visible by default on the Work queues card of the Operational dashboard.

Note: If you add columns or update the query when you edit a work queue, click Reset Table View in the work queue list page to view the changes.

Card gallery

You can add two types of cards in the card gallery:

Standard: Standard cards are all the possible types of cards that you can add to the Operational dashboard.
Preconfigured: Preconfigured cards have default configurations.

You can add the following types of standard cards to the Operational dashboard..

KPI trend: Select a specific KPI and a time range and compare it with up to nine other KPIs in a graph.
KPI comparison: Compare up to nine KPIs in a graph. The graph types are line, bar, pie, or donut.
KPI value: View the value of a particular KPI on the card.
Value: View the main and secondary values of any data source that you select.
Favorites: Create a list of links to favorite applications, like Assets or KPI manager in the card.
Quick actions: Create a list of links to common tasks that you can do, like creating a work order, or creating a location.
Table: Add a table from a selected data source. You can specify the number of rows you see on a page, and the columns in the table for a particular data source.
Work queues: Select work queues from a list and view the details of these work queues in a tabular format.
External content: Select any external URL and display it on the card.
Threshold tile: Select any threshold and display it on the card.

You can add the following types of preconfigured cards to the Operational dashboard for Maintenance Manager..

Overdue emergency work: View the number of emergency work orders that are overdue.
Overdue PM work: View the number of preventive maintenance work orders that are overdue.
PM performance: View the rate of closure of preventive maintenance work orders.
Health of assets for PM work: View the state of the assets for planning preventive maintenance work orders.
Selected KPI comparison: View a comparison of selected KPIs.
Safety critical backlog: View a comparison of critical KPIs.
Favorites: Create a list of links to preselected applications.
Quick actions: Create a list of links to common preselected tasks.
Workflow assignments due soon: Review assignments that are due in the next 24 hours or overdue.
Work queues: View a list of preselected work queues.

You can add the following types of preconfigured cards to the Operational dashboard for defect management..

Open defects: View the total number of open defects.
Critical defects: View the number of critical defects.
Average days to close defects: View the average number of days remaining to close defects.
Average defects per month: View the number of average defects for each month.
Defects by status: View the number of defects by status.
Defects by classification: View the number of defects by categories.
Favorites: Create a list of links to preselected applications.
Quick actions: Create a list of links to common preselected tasks.
Defect queues: View a list of work queues.