The dashboard, explained
The Dashboard is your operational starting point. It brings together the work, preventive maintenance, Life Safety, team workload, vendor compliance, renewals, and other items that may need attention so you can decide what to handle first.
Start with the KPI strip
Section titled “Start with the KPI strip”| KPI | What to ask |
|---|---|
| Open work orders | Is the active backlog manageable? |
| Overdue | What is already past due and needs intervention? |
| PM due this week | What planned maintenance needs attention before it slips? |
| Life Safety actions | Is there a compliance item that needs action now? |
Select a tile to go directly to the records behind that number.
Core dashboard blocks
Section titled “Core dashboard blocks”Work orders
Section titled “Work orders”Shows the current state of work you have permission to see, including open, overdue, in-progress, and recently completed work. Use it to answer: Is the backlog growing, and is anything being missed?
Life Safety
Section titled “Life Safety”Summarizes compliance conditions for Life Safety equipment and inspections. Use it to identify anything due, overdue, failed, or otherwise needing corrective action.
See The Life Safety compliance system for the full workflow.
Preventive maintenance
Section titled “Preventive maintenance”Shows recurring maintenance that is coming due or already overdue. Use it to make sure scheduled work is being generated and handled before it becomes reactive work.
See Preventive maintenance for the schedule-to-work-order process.
Team work orders
Section titled “Team work orders”Managers and administrators can see team workload here. Administrators see managers and technicians; managers see the technicians they oversee. Technicians don’t see this block because their own work is already available through their work-order queue.
Use this block to spot an uneven workload or someone carrying a growing number of open jobs.
Optional blocks
Section titled “Optional blocks”| Block | Use it to watch |
|---|---|
| Purchases | Work-order purchase activity |
| Lease & insurance renewals | Property dates approaching or already overdue |
| Assets summary | Quick access to the asset registry |
| Vendor compliance | Missing or expiring vendor documents |
| Vendor invoices & quotes | Outside-service financial activity |
| Vendor contracts | Agreements approaching their notice window |
Hide blocks that create noise rather than helping you make a decision.
The dashboard reflects your access
Section titled “The dashboard reflects your access”Two users may see different numbers because role, permissions, building coverage, and manager responsibility can affect which records are visible. That is expected — the dashboard reflects the work each person is responsible for seeing.
See Users and roles for access and responsibility setup.