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System Dashboard Configuration
Updated over a month ago

Introduction

The Dashboard consists of six boxes, each containing a different visual representation of certain data of your company’s data. You will notice there are multiple dashboard tabs across the top, to choose from. This particular article covers only the System Dashboard.


System Dashboard:

The Favorites box and Message Center box are standard on all dashboards available across the top banner.

Favorites: This box is where you can save shortcuts to modules to access at any time.

1. Click the refresh button in the center of the box.

2. Click the wrench at the top right corner.

3. Select the action(s) on the left you wish to save.

4. Click the right arrow to move the action to the Selected box.

5. Click Save Changes.

To change or remove favorites, select actions from the Selected box, click the left arrow, Save Changes.

Message Center: These are four, pre-set notifications that cannot be customized/changed. The notifications are triggered by data the user sets up on the front end.

1. You have items out past their return date.

2. You have assets with low levels.

3. You have items that need to be serviced or calibrated.

4. You have a location that needs to be decommissioned.


Below are different overviews of your data’s metrics (these are not customizable).

  • % of Total Tool Value

  • Key Performance Indicators

  • Tools and Equipment by Category - Top 10

  • Tools and Equipment by Assignment - Top 10

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