Tips & Tricks > Dashboard

Dashboard

<< Click to Display Table of Contents >>

Navigation:  Tips & Tricks >

Dashboard

 

A new feature added with AyaNova 7.2 is the Dashboard

 

dashboard_scheduleduser

 

What shows within the Dashboard depends on whether the account you are logged in as is a schedulable resource or not (set in your User entry screen), and what your security group rights are to Service Workorders, Schedule Markers, Memos, and Customer Service Requests.

 

 

If logged in as a user that is a schedulable resource, the Dashboard is where you can quickly see at a glance, as well as access:

 

Overdue provides links to service workorders that were scheduled prior to today's present time and date as a reminder so that you do not forget to enter your labor, parts, etc as well as checkmark Service Completed.

 

Scheduled provides links to service workorders that are scheduled after today's date and time

 

Service Rate Quantity shows at a glance totals for today, yesterday, current week, current month and current year of your Labor hours (or whatever the unit charge is that you use). The label text Service Rate Quantity is taken from your Labor subsection of your service workorder entry screen.

 

Reminders provide links to the next three future dated Schedule Markers or Follow Ups assigned to  you as a schedulable resource.

 

 

Otherwise quick access for company information (name displayed is from your registered license) or Region specific name is displayed if the user logged in is assigned to a specific Region:

 

Not assigned provides links to service workorders that have not yet been assigned to any schedulable resources.

 

Overdue provides links to service workorders that were scheduled to schedulable resources of this company/specific region prior to today's present time and date. Very useful as a reminder for both the dispatch manager and schedulable resources

 

Next provides links to service workorders that are scheduled after today's date and time for schedulable resources of this company/specific region

 

Service Rate Quantity shows at a glance totals for today, yesterday, current week, current month and current year of schedulable resources of this company/specific region Labor hours (or whatever the unit charge is that you use). The label text Service Rate Quantity is taken from the Labor subsection of your service workorder entry screen.

 

Customer Service Requests provides links to the next three not yet accepted customer service requests.

 

 

 

Which screen shows first on login:

As with the other navigation pane grids of AyaNova, if viewing the Dashboard when exit out of AyaNova, the Dashboard will be the first screen that displays when you next log in.

 

 

Customize label text:

As with all labeling in AyaNova , you can also localize any of the labels test to what works for you and your company.

For example, you can localize what is presently labeled Overdue to instead be labeled Not Yet Closed.

Do refer to the tutorial on editing a custom locale for how to details.

 

dashboard_localize1

 

dashboard_localize2