Adding cards

Add cards to a dashboard to display key information and provide quick access to important actions.

1. From the side navigation menu, click Operational dashboard.
2. Click the Edit icon.
3. Select a card type from the Card gallery.
   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.

4. On the Basic tab, specify a card title and a description.
   For some card types, you can select the card size.
   The text that you type in the Description field is used as a hover tooltip for the card title on the Operational dashboard.
5. On the Advanced tab, specify the data that you want to display on the card.
6. Click Done to save your changes.