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Release Notes: March 17, 2020

To help you better access the information you need, we've updated the filters for our dashboard widgets.

First, we added descriptions to each filter so that you can better understand how the filters work. The descriptions appear when you select a filter from the list:

filter_description.png

Based on customer feedback, we also added new filters for the asset and work order widgets. Some of the new filters we added include:

  • A user filter in the Overdue Scheduled Work Orders widget
  • A maintenance type filter in the Work Requests widget
  • A status filter in the Work Order Backlog widget
  • A start date filter in the Offline Assets widget

As part of these changes, we have also standardized the filters for the asset and work order widgets, where possible. This means that, for the most part, widgets in the same category will have the same filters. Any differences between the filters available for widgets within the same category are due to the widget's purpose. For example, a "date completed" filter wouldn't make sense in the Open Work Orders widget (because none of the work orders are completed), so instead we display a "date created" filter.

The tables below list the filters for each widget in the Asset and Work Order categories. Filters for other widgets will be standardized in an upcoming release.

Asset Widgets

Widget name Description

Audience

Filters
Asset Offline Event Count This widget counts the number of times assets have been taken offline. Admins

Asset
Asset Category
Start Date
Reason

Current Offline Assets

Number of assets that are currently offline.

Everyone Asset
Asset Category
Start Date
Reason
Set Offline By

Work Order Widgets

Widget name Description

Audience

Filters
Closed Work Orders Number of closed work orders. Everyone Asset
Asset Category
Assigned User
Date Completed
Maintenance Type
Priority
Project
Status
Time Period
User Groups
High Priority Work Orders  

Number of high priority work orders. You can customize the priority types used to calculate this number.

 
Everyone Asset
Asset Category
Assigned User
Date Created
Maintenance Type
Priority
Project
Status
Time Period
User Groups
Open Work Orders Number of open work orders. Everyone Asset
Asset Category
Assigned User
Date Created
Maintenance Type
Priority
Project
Status
Time Period
User Groups
Overdue Scheduled Maintenance

Number of overdue PM work orders.

Everyone

Asset
Asset Category
Assigned User
Maintenance Type
Priority
Project
Suggested Completion Date
Status
Time Period
User Groups

Overdue Work Orders Number of open Work Orders that passed expected completion date. Admins
Managers
Technicians
Asset
Asset Category
Assigned User
Maintenance Type
Priority
Project
Suggested Completion Date
Status
Time Period
User Groups
Unscheduled Open Work Orders

Number of open work orders that do not have a scheduled completion date.

Admins
Managers

Asset
Asset Category
Assigned User
Date Created
Maintenance Type
Priority
Project
Status
Time Period
User Groups

Work Order Backlog Total work order backlog Everyone

Asset
Asset Category
Assigned Users
Maintenance Type
Priority
Status
User Groups

Work Orders by Status Number of work orders based on their status. Everyone

Asset
Asset Category
Assigned User
Maintenance Type
Priority
Project
Time Period
User Groups

Work Requests Number of work request. You can filter the result based on priority.

Admins
Managers
Technicians

Asset
Asset Category
Assigned User
Date Created
Maintenance Type
Priority
Project
Suggested Completion Date
Status
Time Period
User Groups
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