Admin Maintenance Dashboard Guide

For a visual guide, check out this Admin Dashboard Guide video.

-Default Landing Page: Upon logging in, you are taken directly to the dashboard page.

 

-Navigating to Dashboard: You can also access the dashboard via the left bar navigation by clicking the dashboard tab or, on mobile, by clicking the navigation menu and selecting the dashboard tab from the dropdown.

-Header: Contains controls for managing dashboards.

 

-Body: Displays the charts.

-Left Side: The Dashboard toggle allows switching between different dashboards and creating new ones.

 

-Right Side: The selections button lets you filter analytics by specific technicians or vendors. There's also a refresh button to update the charts.

-Access: Click the dashboard button to open the Dashboard Library Modal.

 

-Tabs: Choose from five tabs – All Dashboards, Building, Portal, User, and Custom.

 

-Dashboard Cards: Each tab displays cards representing different dashboard configurations. You can delete, favorite, go to, or edit any dashboard using the icons on each card.

-Edit Mode: Click the edit icon on any dashboard card to enter edit mode.

 

-Options Dropdown: In edit mode, click the options button (three dots in a circle) to add a chart, add a widget, save, or delete the dashboard.

-Adding a Chart: Select 'Add a Chart' and follow the steps to:

 

1. Select an Analytic to View.

 

2. Add optional filters.

 

3. Customize selections based on filters.

 

4. Choose the type of chart (e.g., bar graph, pie grid).

-Adding a Widget: Add preselected chart sections that provide overall information like time, building pictures, or floorplan images.

-Creating Custom Dashboards: Select the custom tab in the Dashboard Library and click the + button to build a dashboard from scratch.

-Important: Always click the save button after making changes to save your updates.