We're working on some improvements to the Help Center. As a result, you might notice some changes to content, organization, and layout over the next few weeks.

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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:

The Configure Widget window with the Asset filter selected. The filter's description is displayed after the filter name.

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 Even 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

Work Order Widgets

Widget Name

Description

Audience

Filters

Closed Work Orders

Number of closed work orders.

Everyone

Asset

Asset Category

Assigned Users

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 Users

Date Created

Maintenance Type

Priority

Project

Status

Time Period

User Groups

Open Work Orders

Number of open work orders.

Everyone

Asset

Asset Category

Assigned Users

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 Users

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 Users

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 Users

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

Time Period

User Groups

Work Orders by Status

Number of work orders based on their status.

Everyone

Asset

Asset Category

Assigned Users

Maintenance Type

Priority

Project

Status

User Groups

Work Requests

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

Admins Managers Technicians

Asset

Asset Category

Assigned Users

Date Created

Maintenance Type

Priority

Project

Status

Time Period

User Groups

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