Tasks

Overview of Dashboards

A dashboard displays summarized information, often in chart form, for reference, analysis, and comparison. There are three types of dashboards: site, sidebar, and My desk.

Site dashboards are used to group and display performance indicators, comparative analyses, asset health indexes, and site information. For example, dashboards can show the current values for a group of key performance indicators or graphically trend indicator readings over a period of time. A site dashboard can have up to four sections, each displaying different information.

A sidebar dashboard consists of charts or gauges that appear at the side of a window to summarize the information in it. A sidebar dashboard contains one section that can show site panels (typically charts) or KPI gauge panels.

“My desk” dashboards provide employees with information that is relevant to them or to their roles. For example, employees with the role of Planner might be assigned a My desk definition that shows the work orders, work requests, and reliability programs assigned to them. My desk definitions can consist of 1-4 sections, and each section can display site or KPI panels.

All types of dashboards are assigned to APM users in their employee records. Site dashboards appear in the user’s Dashboard view. The user’s assigned sidebar dashboards can appear throughout the product, for example, on the Assets view, Listing tab. Standard sidebar dashboards can also appear on object windows, for example, in the Asset window’s Strategy Development view. My desk dashboards appear in the user’s My Desk view.

A list of predefined panels is available to select from when you are setting up a dashboard to use a site panel, KPI panel, or AHI panel. Examples of these panels are “Dashboard - Degradation rate summary - by indicator”, “My desk - Planner panel”, and “KPI gauges panel - Aligned horizontally”. (If the dashboard section displays KPI or AHI panels, you would also select the indicators or indexes to show in the panel.) It is also possible to create custom panels to show in dashboards, as well as copying existing dashboards by using the Customization Center. For more information, see Customization Guide.

Site Dashboards

Site dashboards are used to group and display performance indicators, comparative analyses, asset health indexes, and site information. For example, dashboards can show the current values for a group of key performance indicators or graphically trend indicator readings over a period of time. A site dashboard can have up to four sections, each displaying different information.

Here is an excerpt from a site dashboard, which is viewed in the user’s Dashboard view:

When designing dashboards with two or more sections, you have a choice of layouts. The options are:

•	Classic – size and distribution of the sections vary. This style emphasizes main sections.

•	Horizontal – Sections are of equal size and arranged horizontally.

•	Vertical – Sections are of equal size and arranged vertically.

The Dashboard dialog illustrates the layouts. For example:

Site dashboards can be set up at the site level, in which case they are available to child sites. They can also be set up at the enterprise level using the Customization Center (select the User Interface tab and then the Dashboards tab). These dashboards are available to all sites in the enterprise.

Sidebar Dashboards

A sidebar dashboard consists of charts or gauges that appear at the side of a window to summarize the information in it. Sidebar dashboards can show site panels (typically charts) and KPI gauge panels. Here is an excerpt from a sidebar dashboard on a site’s Strategy Development view:

Defining site sidebar dashboards gives you control over showing and hiding some or all sidebars for individual employees. Sidebars are assigned to APM users in their employee records.

Dashboard Sets

A dashboard set identifies the dashboard definition to display in each of the places where a sidebar is supported.

The following table lists the settings in a typical dashboard set (APM standard sidebars), the locations where sidebar dashboards can be displayed, and examples of the panel to show for each location.

Location	View	Tab	Site Panel
Assets	Assets	Listing	Dashboard - Assets - summary charts - aligned vertically
Strategy development	Strategy Development	Strategy Development	Dashboard - Strategy development - summary charts - aligned vertically
Asset prioritization	Strategy Development	Asset Prioritization	Dashboard - Asset prioritization - summary charts - aligned vertically
Reliability strategy	Strategy Development	Reliability Strategy	Dashboard - Reliability strategy - summary charts - aligned vertically
Indicator collection status	Inspection Management	Readings	Dashboard - Indicator collection status and compliance - summary charts - aligned vertically
Indicator alarms	Inspection Management	Indicators	Dashboard - Indicator alarms - summary charts - aligned horizontally
Checksheets	Inspection Management	Checksheets	Dashboard - Checksheets - summary charts - aligned horizontally
Degradation rates	Inspection Management	Indicators, Degradation Rates	Dashboard - Degradation rates - summary charts - aligned horizontally
Reliability program	Reliability Program	Program	Dashboard - Reliability program - summary charts - aligned vertically
Performance management	Performance Management	Failures and Downtime	Dashboard - Performance management - summary charts - aligned vertically
Safety management	Safety Management		Dashboard - Safety management - summary charts - aligned vertically
Asset Health	Asset Health	Health Indexes, By Asset Hierarchy	Dashboard - Asset health summary charts - aligned horizontally
Work orders	Work Management	Work Orders	Dashboard - Work orders - summary charts - aligned vertically
Work requests	Work Management	Work Requests	Dashboard - Work requests - summary charts - aligned vertically
PM Preview	Work Management	PM Preview	Dashboard - PM preview - Summary charts - aligned vertically
Projects	Reliability Program	Projects	Dashboard - Projects - Charts aligned vertically
Purchasing	Purchasing	Purchase Orders	Dashboard - Purchasing - summary charts - aligned vertically
Regulated gas	Regulated Gas Management	Transactions	Dashboard - Regulated gas management - summary charts - aligned vertically
Construction	Construction Management	Review	Construction Management

Sidebar Dashboards on Object Windows

Standard sidebar dashboards can also be displayed on windows for individual assets, strategy development analyses, and asset prioritization analyses. The following table lists the windows where sidebar dashboards can be displayed.

Window	View	Tab
Asset	Strategy Development view and tab	Failure Modes
		Analyses
		Prioritization
Strategy Development Analysis	Analysis Summary	Summary
	Risk Assessment (MTA2, RBI)
	Action Plans	Action Plans
	Barriers Summary (RBI)	Barriers
	Confidence Analysis (RBI)
Asset Prioritization Analysis	Analysis Summary

The set’s definition determines which object windows, if any, display sidebar dashboards.

The employee record contains a reference to a dashboard set, thus allowing you to select the sidebar dashboards displayed for each employee. Typically, the same sidebars are displayed or hidden for groups of employees.

My Desk Dashboards

The My Desk view provides employees with information that is relevant to them or to their roles. For example, employees with the role of Planner might be assigned a My desk definition that shows the work orders, work requests, and reliability programs assigned to them. Here is an excerpt from a My Desk view that shows information for an inspection engineer:

APM comes with several predefined My desk definitions and sets, which you can modify for your organization. You can also create your own.

My desk definitions can consist of one to four sections, and each section can display site or KPI panels. The following predefined, role-based site panels are available for My desk definitions:

•	My desk - Approver

•	My desk - Buyer

•	My desk - Checksheets where collection is assigned to this employee

•	My desk - Construction supervisor construction form review

•	My desk - Control room (safety)

•	My desk - Corrosion engineer

•	My desk - Favorites

•	My desk - Inspector

•	My desk - Maintenance supervisor construction form review

•	My desk - Planner

•	My desk - Reminder assignments

•	My desk - Requester

•	My desk - Safety engineer

•	My desk - Scheduler

•	My desk - Strategy development analyses system information

•	My desk - Tradesperson

When you have created My desk definitions, you can define one or more My desk sets. For each set, specify the definitions to show and their order, and assign the set to one or more employees.

My desk definitions are set up in personnel settings. For information about creating My desk dashboards, see Setting up My Desk Views.