Facilities Role Dashboards

Role-specific dashboards are provided for the Facilities Manager, Facilities Administrator, and Facilities Analysts roles. These dashboards provide reporting and tracking widgets that are required for each role to effectively manage their duties within a facility.

See Facilities Assets Dashboard for information on facilities assets.

Key to symbols:

Refresh the data being shown by the dashboard pane.
Export the chart to a .png image.
Toggle the chart legend on or off.
Maximize this chart pane to full screen.

The following dashboard widgets are provided for a Facilities Manager:

•Work Orders By Status: Pie chart displaying all active Work Orders segmented by their current status. Click the chart entry status segment to display the Work Orders with that current status.

•Work Orders By Location: Bar chart displaying all active Work Orders by location. Click on a location entry to drill down into the bar chart for that location. Click on the drill-down chart entry to open the Work Order record(s).

•Work Orders By Due Date: List displaying all active Work Order details with their due date. Includes the Work Order ID, summary and other relevant information. Double-click a list entry to open the Work Order.

•Scheduled Facility Shutdowns: List displaying all scheduled facility shutdowns. Includes the Start Date, End Date, Type (floor, room, etc) and any cancellation information. Double-click a list entry to open the facility shutdown record.

•Room Reservation By Location: Pie chart displaying room Reservations segmented by their location. Click the location segment to open a bar chart of reservations for that location. Click a bar chart entry to open the reservation details.

•Facility Requests By Service: Bar chart displaying facilities requests by type of service, for example: Escalator Servicing, Office Move, Facility Reservation, etc. Click on the bar chart entry to open the facilities request record(s).

•Scheduled Maintenance Starting Within 7 Days: List displaying all Work Orders with Work Order Type marked as Scheduled Maintenance, and where the maintenance schedule starts within the next seven days. Double-click a list entry to open the Work Order.

The following dashboard widgets are provided for a Facilities Administrator:

•Work Orders By Status: Pie chart displaying all active Work Orders segmented by their current status. Click an entry to open a list of the Work Orders by status. Clicking an entry with only one Work Order opens the individual Work Order record.

•Available Cubicles: Pie chart displaying available cubicles segmented by their location. Click the displayed location segment to open a bar chart showing the number of cubicles available at the location. Click the bar chart entry to drill down further and display cubicles separately. Click a cubicle entry to open the facilities cubicle record.

•Work Orders Approaching Due Date: List displaying all Work Orders that are approaching the date they are due to be started. Double-click a list entry to open the Work Order.

•Room Reservation By Location: Pie chart displaying Room Reservations segmented by their location. Click the displayed location segment to open a bar chart display of reservations for the location. Click a bar chart entry to open the reservation details.

•Scheduled Facility Shutdowns: List displaying all scheduled facility shutdowns. Includes the Start Date, End Date, Type (location, building, floor, room, etc) and any cancellation information. Double-click a list entry to open the facility shutdown record.

•Active Facility Requests: Bar chart displaying all currently active facilities requests by type of service, for example: Escalator Servicing, Office Move, Facility Reservation, etc. Click on the bar chart entry to open the facilities request record(s).

•Work Orders Closed In The Last 6 Months: List displaying all Work Orders that have been closed within the last six months. Double-click a list entry to open the Work Order.

•Scheduled Maintenance Starting Within 7 Days: List displaying all Work Orders with Work Order Type marked as Scheduled Maintenance, and where the maintenance schedule starts within the next seven days. Double-click a list entry to open the Work Order.

The following dashboard widgets are provided for a Facilities Analyst:

•My Active Orders By Due Date: List displaying all Work Orders assigned to you with their due date. Double-click a list entry to open the Work Order.

•My Active Work Orders By Priority: Bar chart displaying all Work Orders assigned to you by their priority level. Click an entry to open the Work Orders that are listed for the priority level selected. Priority levels are 1 to 5.

•My Facility Tasks: List displaying all current Facility Tasks assigned to you. Double-click a list entry to open the Task record.

•My Active Facilities Requests: Bar chart displaying all currently active facilities requests where you are the assigned owner. Click on the bar chart entry to open the facilities request record(s).

•All Active Work Orders By Team: Bar chart displaying all Work Orders assigned to each Team. Click on the bar chart entry to open the Work Orders workspace.

•Active Facility Requests: Bar chart displaying all currently active facilities requests by type of service, for example: Escalator Servicing, Office Move, Facility Reservation, etc). Click on the bar chart entry to open the facilities request record(s) for the service type.

•Active Work Orders Older Than 21 Days: List displaying all Work Orders that are older than 21 days and are not yet resolved. Double-click a list entry to open the Work Order.