The Client Dashboard displays the site, equipment, and systems information for the selected client. You can switch to a different client using the Quick Navigation at the top left of the window to select a client (as well as you can select a site, and/or equipment) and then select Go.

You can drill down to view the specific site, equipment, and systems dashboards by selecting the entity name.

The default view displays 10 entities per page. You can use the drop-down in the pagination controls to view 5, 10, or 20 entities per page as well as use the Arrow buttons to navigate the pages. Use the Find field to search for a specific entity.

From the Client Dashboard, you can subscribe to alerts for the campus (group of clients and children) and/or for sites (and children). See Subscribing to Alert Notifications.

Clients are created, edited, and deleted from the Company Dashboard.

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

1 View Client Information
2 Client Sites
3 Previewing Site Weather Data
4 Client Equipment
5 Client Systems

View Client Information

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

Client Address
Business Type
Primary Contact

Client Sites

From the Client Dashboard, the initial view displays the site information including:

Site Name - Select the Site Name to access the Site Dashboard.
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

Previewing Site Weather Data

The Preview Weather Data window displays the previous 4 hours of data in 30-minute increments, however, you can edit the time frame. A weather entity is automatically created when you create a site based on the zip code for that site. If changes to the site address are made, the weather entity updates automatically to the new zip code.

From the Client Dashboard, to view weather data for a site, select the ellipsis to the right of the site name or from the Site Dashboard, select Actions.
Select Preview Weather Data.
The information displayed in the Preview Weather Data window includes:
- Start/End Date and Time
- Time Stamp
- Temperature
- Humidity
- Pressure
- Minimum Temperature
- Maximum Temperature
To close the window, click the X in the top right corner of the window.

Client Equipment

Select View and then select Equipment to view all equipment for the selected client.

The Equipment Dashboard displays the following:

Equipment Name - Select the Equipment to access the Equipment Dashboard.
Site Name
Equipment Type
Area
Number of Sensors
Current Score Percentage

Client Systems

Select View and then select System to view all systems for the selected client.

The Systems Dashboard displays the following:

System Name - Select a System to access the System Dashboard.
System Type
Site Name
Number of Equipment
Number of Sensors
Current Score Percentage