The Company Dashboard for your default company is the initial view when accessing the Dashboard. You can switch to a different company using the Quick Navigation at the top left of the window to select a different company (as well as you can select a client, site, and equipment) and then select Go. The Company Dashboard displays data at the company level.

You can drill down to view specific client, 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 VCR buttons to navigate the pages. Use the Find field to search for a specific entity.

From the Company Dashboard, you can subscribe to alerts for the company (and children) or for clients (and children). See Subscribing to Alert Notifications.

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

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 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

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