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  1. Choose the HOME  icon.
  2. Choose the SITES  icon icon from the left navigation pane.
  3. The Sites display along with their address information as well as the Client name. 

    • Device Health - Displays the device count by grade from Connect.
    • Device Scores - Displays the average, minimum, and maximum score from Connect.
    • Upcoming Equipment Service - Displays all Signature tasks that have 1 or more equipment associated. This information comes from the upcoming equipment service table.
    • Contract Renewal Date - This is the contract renewal date from Signature. If this information doesn't exist,, the value will be "-".
    • Contract Billing - This is the contract billing information from Signature. If this information doesn't exist, the value will be "-".
  4. Choose a site name to display additional information for the site including:

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The Site overview displays the information for the specific site.

  1. Choose the HOME Image Removed icon.
  2. Choose the SITES Image Removed icon icon from the left navigation pane.
  3. On the Sites page, choose a site name and then choose the ellipsis button Image Removed to button to the right of the Site.
  4. Choose  Manage Site.
  5. The initial page displayed is the Site Overview that which displays information about the specific site.
    The site overview displays the following:
    • Lowest/Highest Performing EquipmentDisplays information from Connect.
    • Potential Pull-Through Opportunities  - Displays the active Watchdogs from Connect for the selected site. You can sort the column headers by choosing the header name.
      • Site name
      • Timestamp
      • Equipment
      • Watchdog
      • Trigger
    • Upcoming Appointments  - Displays information from Connect and Signature.
      • Site performance grade icon - Displays information from Connect.
      • Equipment and associated task - Displays information from Signature. 

        Note

        If a service call:

        • Doesn't have any equipment assigned, it is not displayed on the Site's overview.
        • Has equipment on the service call but equipment isn't set up in ESMS, No Linked Equipment displays in the equipment field.
        • Has more than one equipment assigned, a separate appointment is listed for each equipment.


      • Additional appointment information - Displays information from Signature. 

  6. Choose SITE EQUIPMENT to view the specific site's associated equipment