Concepts

Tasks

Viewing 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.

If a sidebar dashboard set has been selected in your employee record, each sidebar dashboard appears in its appropriate view. The sidebar locations are listed below:

Sidebar dashboard	View	Tab
Assets	Assets	Listing
Asset Health	Asset Health	Health Indexes, By Asset Hierarchy
Asset Prioritization	Strategy Development	Asset Prioritization
Checksheets	Inspection Management	Checksheets
Degradation Rates	Inspection Management	Indicators, Degradation Rates
Indicator alarms	Inspection Management	Indicators
Indicator collection status	Inspection Management	Readings
Performance Management	Performance Management	Failures and Downtime
PM Preview	Work Management	PM Preview
Projects	Reliability Program	Projects
Purchasing	Purchasing	Purchase Orders
Reliability Program	Reliability Program	Program
Reliability Strategy	Strategy Development	Reliability Strategy
Strategy Development	Strategy Development	Strategy Development
Work Orders	Work Management	Work Orders
Work Requests	Work Management	Work Requests

For example, a work request sidebar appears on the Work Management view, Work Requests tab.

To View Site Dashboards

1.	From the Site window, select the Dashboard view. If you have permission to view dashboards, your default dashboard is shown.

2.	To view a different dashboard, select the name of the other dashboard from the Dashboard list.

To View Sidebar Dashboards

1.	Select the view that has a sidebar dashboard assigned to it. For example, if you have assigned the Assets Sidebar to assets, it appears on the Assets view, Listing tab.

2.	To view a different sidebar dashboard, select another view that has a sidebar dashboard assigned to it.