The Field ID dashboard is designed to clearly and prominently show important information each time you log in. The dashboard gives you the ability to select widgets that display information about assets and events in the form of graphs and lists. You may also create multiple dashboards for different views and areas, as well as printing the dashboard.
By adding and removing widgets on the dashboard, you have control over what information is shown and how it is presented. Listed below are the eight widgets that can be added to the dashboard, as well as descriptions for what they are, and instructions on how to customize them.
Multi-Dashboards and Printing
Provides the ability to print your dashboard or send the information via Email.
Widgets provide you with a set of basic actions to customize the look and functionality of the dashboard. The following basic actions are available for all widgets on the dashboard:
Moving a Widget
Widgets can be moved within the dashboard using the mouse. To move a widget that is on the dashboard:
Adding a Widget
Widgets can be added to the dashboard from the -Add More- drop-down list. To add a widget to the dashboard:
Removing a Widget
Widgets can be removed from the dashboard using the mouse. To remove a widget from the dashboard:
- On each widget, you have the ability to add a sub-title which will tell you the date range that the graph is displaying. For example, Oct – Dec 2011.
- The tool-tips on each data point now have a clearer indication of the data that is being presented.
- We have changed how the filter looks for data. Previously, it looked explicitly for data assigned to the value selected. We have changed that to use the hierarchy that you are used to. So if you select a filter, it will look for data assigned to that value and any children under that value.
- The configuration for each widget has been moved to a popup instead of the existing slide-over.
Depending on the information that you want to display, you may choose to use all, none, or a selection of widgets. The following widgets are available to add to the dashboard:
The completed events widget displays all events for the year on either a yearly, quarterly, monthly and weekly graph. This dashboard can only be configured to show a specific customer or all events for the organization.
Color Coding – Each color on the graph represents a criteria that is gathered from the the results set in a completed event. (Colors cannot be edited)
Graph Circles – Hovering over these circles provides the date and total sum of the events completed.
Title – You may enter a name for this dashboard.
Date Range - You may select a wide range of dates to be displayed.
Owner – Allows you to select the Organization, Job site and Division criteria to be displayed on the dashboard.
Save – Allows you to save the selections made.
Assets by Status
This graph displays the amount of assets in each status category. The information is pulled from the assets page in FieldiD, after an inspection has been completed and the status is selected.
The following options are available:
Title – Allows you to type in your own title.
Date Range – Allows the selection of multiple date ranges.
Owner – Allows you to display the entire organization or for a specific customer.
Assets by Jobs
This dashboard will display jobs that have been assigned to the person that is currently logged into FieldiD.
Allows you to simply edit the name of this dashboard, no other options are available at this time.
Field ID News & Updates
This dashboard is updated by FieldiD and it brings you information on new releases, special announcements and blog updates. The only configuration available on this dashboard is the ability to edit the title.
This dashboard provides a quick link to the following fields displayed below. Simply click on the link displayed and it will immediately take you to that page. The option button here only allows you to change the name of this dashboard.
Upcoming Schedule Events
The upcoming scheduled events dashboard displays all current and future events that have been scheduled for the primary organization or for a specific customer.
Graph Circles - Simply hover over the circle on the graph and it will display the date and the total amount of events scheduled for that date.
Allows you to edit the title of this dashboard as well as selecting the organization, customer and division.
Event KPI's (Key Performance Indicators)
The event KPI widget allows you to view the progress to see the number of scheduled, completed and failed inspections, based on the events that have been scheduled. You may enter as many as you like, however, it is advised to place this widget at the bottom of your list to prevent overlap when adding multiple customers.
Owner – Name of the organization or customer.
Scheduled – The number displayed here is the total amount of schedules created for a variety of dates specified in the options menu.
Title – Allows you to edit the name of the widget
Date Range – Selecting this drop down allows you to specify the date range from Last Week, to this year, to All time.
Choose – Allows you to select the organization and the customer you wish to display. Clicking on the red X next to the name will delete the company from the list.
This widget lists the total amount of assets identified in a given period. This can be configured in the options menu to specify the date range.
Graph Circles – Hovering over the circles will provide you with the date and total amount of assets identified.
Title – Allows you to edit the name of the widget.
Date Range – This drop down list allows you to filter the data by various date ranges.
Owner – Allows you to select the organization, customer and division.
This widget will chart two lines – a blue line representing all scheduled events and a green line matching those that have been completed. Anytime the green line drops below the blue indicates that there are still scheduled events that have not been completed. All of our standard filters still apply to the widget including the ability to specify a range and a filter.