The Work Summary Dashboard is useful to track work requests or tasks that have been created, opened and resolved based on different date ranges.
Widgets included in the dashboard
Fact Card Widgets - These widgets give you a concise view of the status of your Work Requests and Planned Maintenance tasks.
Current State Widget - Sort your Planned Maintenance tasks and Work order requests by state. This can help you get an overall view on the progress of your team’s work.
Requests By Module Widget- Sort requests by the module that they originated from. This is especially useful when your organization uses multiple work request modules.
PM and Work Requests Assigned By User Widget - Sort request data by the user assigned.
PM and Work Requests By Type - Sort requests by request type across modules
Trends of Requests Completed Per Month Widget -
Trend of Work Requests Created Per Month Widget -
Request Details Table - Static table with a breakdown of the requests along with a link to each request
Filters -
Module - Module that the request originated from
Type - Request Type
Building - Building the request originated in
Current Status - Current request status
Due Date - Request due date
Created Date- Request created date
Completed Date - Request completed date
Exclude On-Hold Requests - Toggle on to remove requests that are on hold from the data
Why the work summary dashboard?
Common Use Cases - Keeping track of overall organization productivity, drilling down on which request types are most commonly used, building efficiency with work requests
Overview - Top down overview on the status and progress of work orders across your organization. This report allows you to review the request types that your organization utilizes the most and look for the trends across time
Filtering Best Practices - The filter on the right side is best used when attempting to refine data to only show for a specific module, building, time period, etc. You are also able to drill down to refine data through the widgets by clicking on the data type you would like to review, then clicking it again when you would like the overview data once more.
As a best practice if you want to filter all of the data for an overview, use the right hand filter. If you want to see how a specific piece of data from one widget relates across the other widgets, select the piece of data within the widget.
Value of Information - Utilizing your Work Summary Dashboard can help your organization balance work assignments, track trends across buildings and equipment types, and get a pulse check overview of the status states of your work orders across modules.
How to export and view
Exporting your dashboard or specific widgets can be helpful when reporting progress to key stakeholders in your organization.
To export the whole dashboard use the following steps:
- Find the file type you would like to export (PDF or image file)
- Select the type of export you want to utilize (portrait view, landscape view, running feed, normal PDF or large PDF)
To export a specific widget use the following steps:
- Find the widget, select the three dots on the upper right hand corner of the widget
- Select Download. You can download as an image or a CSV file