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Operational Dashboards

The Operational Dashboard allows you to drill-down into your applications' data to give you a bigger picture into the work you are doing. This data updates every night and includes 3 full calendar years of data in addition to the current year through yesterday.

 

  • Use the Dashboard drop down in the top right corner of the screen to change your Dashboard view.
  • You can also filter the Dashboard using the drop down filters across the top. If you do filter using these drop downs, a green indicator will appear under that field to let you know you have made filter selections.
  • To clear your filter selections, click the Clear All Filters button on the right side of the screen.

 

 

  • Within each chart or section of the Dashboard, you can make selections to narrow down the data. Select the information in the graph you want to view and click the green checkmark. The rest of the dashboard will be filtered by these selections as well.

 

 

Count by Assigned To (Top 5)

Displays the top 5 work order counts by assigned employee.

 

Employee Workload by Assigned To

Displays how many work orders an employee has entered by Craft. Hover over a color to see the work order count for that specific craft.

 

Cost by Assigned To (Top 5)

Displays top 5 work order costs by employee.

 

Employee Utilization (Top 5)

Displays how employees are utilizing their time by the number of jobs assigned and the hours worked.

 

% by Assigned To

Displays employee work order count in a percentage. Hover over a section of the pie chart to see the actual work order count.

 

 

Cost by Purpose (Top 5)

Displays top 5 work order costs by Purpose Code.

 

Location Counts

Displays the work order count by Location. This graph is also colored coded by Craft. Hover over a color to see the work order count for that specific craft.

 

Cost by Location (Top 5)

Displays top 5 work order costs by Location.

 

Location Completion Results

This section displays a mini Location report with work order completion details for different fiscal years.

 

 

Cost by Craft

Displays work order costs by Craft.

 

Counts by Location (Top 10) and Craft (Top 10)

Displays work order counts by craft, broken down by Location. *Note: The larger the box, the higher the work order count.

 

Hours by Craft (Top 10)

Displays top 10 Crafts by hours tracked.

 

Craft Completion Results

This section displays a mini Craft report with work order completion details for different fiscal years.

 

 

Location Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Location. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

Craft Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Craft. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

Building Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Building. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

Purpose Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Purpose. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

 

Assigned To Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Assigned To. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

Custom Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Custom Category field. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

Equipment Open Heat Map

Displays a count of work orders that have been open for a specific number of days (i.e. 0-30 days, 31-60 days, etc.). This data is broken down by Equipment. *Note: Cells that are highlighted have over 5 open requests. Open requests include work orders in the status of New Request, Work In Progress, and Pending. Each column is highlighted with a different color to indicate the increase in time. The Totals column is highlighted when there are over 20 requests.

 

 

A work order is considered on time if it has been completed by the Target Completion Date or the Requested Completion Date on the work order form. If the work order is completed after one of these dates, it is considered not completed on time. If there is not a Target Completion Date or a Requested Completion Date entered on the work order form, the system looks at the Priority to determine the length of time for completion:

  • Low - user has 60 days to complete the work order from the request date to consider it on time.
  • Medium - user has 30 days to complete the work order from the request date to consider it on time.
  • High - user has 15 days to complete the work order from the request date to consider it on time.
  • Emergency - user has 3 days to complete the work order from the request date to consider it on time.

On-Time Completion (OTC) By User

Displays the on-time completion percentage by user.

 

% of All WO's with OTC

Displays the on-time completion percentages for corrective maintenance, planned maintenance, and both combined. On the graphs, you will see a small indicator that represents where your organization is performing compared to peers in your industry. Your value will be displayed below the graph or in the middle of the circular graphs.

Green - The green section represents the top 20% of education clients.

Yellow - The yellow section represents average performance.

Red - The red section represents below average performance.

 

Assigned To Listing

This section displays a mini Assigned To report with work order on-time completion details.

 

 

WO Costs by Classification (Top 10)

Displays the top 10 Classifications by work order costs.

 

WO Costs by Type (Top 10)

Displays the top 10 Types by work order cost.

 

Work Order Listing

This section displays a mini report with work order details including columns for Classification and Type.