Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

For information on using Workbook Mode to filter and sort column data, see Filtering Data.

Noteinfo

Fault information for all views on the Company Dashboard only displays when the Current timeframe is displayed. This includes the Faults, High, Medium, and Low columns. 

View Company Information

Select the Info icon Info icon to the right of the company name to view additional information including:

  • Company Address

  • Contractor Type

Client View

From the Company Dashboard, the initial view displays the client information including:

  • Client Name - Select a Client to view the Client Dashboard

  • Business Type

  • Number of Sites

  • Number of Faults

  • Number of High Priority Faults

  • Number of Medium Priority Faults

  • Number of Low Priority Faults

Site View

Select the Sites to view all sites for the company.

The Site view displays the following:

  • Site Name - Select a Site to view the Site Dashboard (for the site's client)

  • Client Name

  • Building Type

  • Location

  • Number of Equipment

  • Current Score Percentage

  • Number of Faults

  • Number of High Priority Faults

  • Number of Medium Priority Faults

  • Number of Low Priority Faults

Equipment View

Select the Equipment to view all equipment for the company.

The Equipment view displays the following:

  • Equipment Name - Select a piece of equipment to view the Equipment Dashboard (for the client and site)

  • Client Name

  • Equipment Type

  • Area

  • Number of Sensors

  • Current Score Percentage

System View

Select the System to view all systems for the company.

The System view displays the following:

  • System Name - Select a system to view the System Dashboard (for the client and site)

  • System Type

  • Client Name

  • Site Name

  • Number of Equipment

  • Number of Sensors

  • Current Score Percentage

Excerpt

Health Monitor View

Select the Health Monitor view to display faults associated with rules and can also be used to create Service Requests.

The default view displays only rules with faults. You can clear the filter to view all rules by clicking the "x" on the Fault filter that displays to the left of the Actions drop-down.

The following information displays:

  • Rule Name

  • Client

  • Site

  • Equipment/System

  • Target

  • Status

  • Fault Started

  • Priority

  • Issue Type

Select the ellipsis to the right of the rule and select View More Info to view additional rule information that includes:

  • Rule

  • Description

  • Issue Types

  • Target

  • Status

  • Last Successful Execution

  • System Effect

  • Recommendation

Insert excerpt
BOB:Filtering DataBOB:
Filtering Data
nopaneltrue

...