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Setting up an operating dashboard

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Introduction

Dashboards are used in ServiceNav to visualize and act on supervision data across a fleet of equipment. The dashboards therefore speed up technical operations by allowing the operator to focus on his areas of interest.

This document explains how to configure and use dashboards.

General principles

Models

The dashboards are visible in the Dashboard tab, which is the home page of the application.

The dashboards are built from dashboard models. The following templates are available in the ServiceNav application:

  1. Monitoring the park by family
  2. Fleet tracking by service category
  3. Weather Services Map
  4. Equipment (map)
  5. Mobile
  6. List of statuses

There is no limit to the number of configurable dashboards per user.

The reports displayed in the dashboards are taken from the application's real-time status database. They can be refreshed automatically or manually.

The model Monitoring the park by family allows you to view the status of a fleet by user service status, equipment or unit service.

The model Fleet tracking by service category allows you to view the status of a fleet by equipment status or unit service.

The model List of statuses allows you to view the status of the equipment and unit services of a park.

Configuration

The following items can be configured for a dashboard :

  • The title
  • Visibility: public or private
  • The possibility to include or exclude certain events by technical exploitation
  • Companies included in the dashboard, with the possibility to choose companies by name, or by contract category (VIP) - for some dashboard models
  • User services in the dashboard perimeter, selected by criticality - for some dashboard models
  • Equipment within the dashboard perimeter, selected by status, equipment criticality or equipment category - for some dashboard models
  • Unit services within the dashboard perimeter, selected by status, service criticality or service category - for some dashboard models

Rights management

A dashboard is defined by a creator at the account level. It is not inherited by accounts subordinate to the company code.

The visibility rules are as follows:

  • All ServiceNav profiles that can access the Configuration > Reporting menu can set up a dashboard.
  • All users of a company have access to the definitions of that company's "public" visibility dashboards. The "private" visibility dashboards are only accessible to creative users.
  • All ServiceNav profiles that can access the Dashboard tab can view the Dashboard carousel and operate a selected dashboard in the carousel.
  • All users of a company have access to that company's "public" visibility dashboards. The "private" visibility dashboards are only accessible by their creator.

Setting up a dashboard

It is possible to configure a dashboard for a given company, or for a fleet of companies.

For a park

  • Positioning on the parent company (partner)
  • Navigate in Configuration > Reporting
  • Select the tab Customer base for internal use.

Configuration - Reporting - Dashboard - List - Customer base

  • This tab displays a list of all reports and dashboards with the following information :
    • Object type :
      • Dashboard : tachometer
      • Report: bar-chart
    • Visibility:
      • Private: Closed padlock
      • Public: Open padlock
    • Title of the report/scoreboard.
    • Content template.
    • Creator and update date.
  • Create/edit the dashboard.

For a company

  • To position oneself on society.
  • Navigate to Configuration > Reporting.

Configuration - Reporting - Dashboard - List - end customer

  • Create/edit the dashboard.

Create a dashboard

  • Click on the button Add.
  • In the tab Type reporting :
    • Fill in the title of the report.
    • Choose visibility.
    • Select the report type: Dashboard.
    • Select the dashboard model.
    • Select the events to be excluded from the dashboard :
      • Events acquitted.
      • Unconfirmed events (status hard).
      • Events occurring on maintenance unit equipment/services.
    • Depending on the chosen dashboard model, other tabs appear to define the perimeter of the dashboard
      • The companies and sites concerned by this dashboard.
      • User services to be included in the dashboard.
      • Equipment to be included in the dashboard.
      • Unit services to be included in the dashboard.

Configuration - Reporting - Dashboard - Type

Company/Site tab :

Configuration - Reporting - sites

The field Show sites allows you to define whether you want to display the name of the company's sites in the dashboard. Otherwise only the company name is displayed.

The field Type of selection allows you to choose how you want to select the companies/sites to be included in the dashboard :

  • By category allows you to include companies and sites according to their VIP flag.

Configuration - Reporting - Sites - Category

  • By company to manually select the companies and sites to be included in the dashboard.

Configuration - Reporting - Locations - Selection

Equipment tab

This tab allows you to define which equipment will be displayed in the dashboard.

Configuration - Reporting - Equipment

The field Statut allows you to filter the equipment to be included in the dashboard according to its status.

Configuration - Reporting - Equipment - Status

The field Type of selection allows you to define which equipment is in the perimeter of the dashboard :

  • By category Equipment is selected according to its criticality, its labels and its categories.
    • Criticality selection
      Configuration - Reporting - Equipment - Criticality
    • Label selection
      Configuration - Reporting - Equipments - Label
    • Category Selection
      Configuration - Reporting - Equipment - Category
  • By equipment : the equipment is selected manually by the dashboard creator

Configuration - Reporting - Equipment - Selection

Services tab

This tab allows you to define which unit services will be displayed in the dashboard.

Configuration - Reporting - Services

The field Status allows you to filter the unit services to be included in the dashboard according to their status.

Configuration - Reporting - Services - Status

The field Criticity allows you to filter the unit services to be included according to their criticality.

Configuration - Reporting - Services - Criticality

Finally, the control point categories to be included must be selected.

If more than one category is selected, it is possible to move them from top to bottom to change the order in which the columns are displayed in the dashboard.

Configuration - Reporting - Services - Category

User Services Tab

This tab allows you to define which user services will be displayed in the dashboard.

Configuration - Reporting - SUT

The field Status allows you to filter the user services to be included in the dashboard according to their status.

Configuration - Reporting - SUT - Status

The field Type of selection allows you to define which user services are to be included in the dashboard :

  • By Category User services are selected according to their criticality.

Configuration - Reporting - SUT - Criticality

  • By user service User services are selected manually by the dashboard creator.

Configuration - Reporting - SUT - Selection

Modify a dashboard

To edit an existing dashboard, click on the title of the dashboard in the menu Configuration > Reportingand then modify the fields as described in the previous chapter.

Delete a dashboard

To delete one or more dashboards :

  • Go to the menu Configuration > Reporting.
  • Select the dashboards you want to delete.
  • Click on the trash can icon.

Configuration - Reporting - Deletion

Using dashboards

This section explains how to access the dashboard carousel and how to choose a dashboard element from the carousel. It details the different models of dashboards and how to act on the supervised equipment from a dashboard.

Dashboard carousel

The dashboards are visible in the menu Dashboard. This is also the home page after logging in.

When the user first clicks on this menu after logging into ServiceNav, the first dashboard in the dashboard list is displayed. The dashboards are sorted by title in ascending alphabetical order.

When the user returns to this menu later, the dashboard displayed is the last one the user consulted.

The user can display a new dashboard by clicking on the button at the top right of the page: the carousel is displayed.

Dashboard - change

Dashboard - carousel

To select the previous or next dashboard, click on the arrows.

To select a dashboard directly, click on its number at the bottom left.

To display the selected dashboard, click on it in the carousel.

 

The buttons in the upper left corner control the refreshing of the dashboard data:

  • manual refreshTo manually refresh dashboard data
  • automatic refreshTo automatically refresh dashboard data
  • Press pause to stop the automatic dashboard refresh.

 

Dashboard: monitoring the park by family

This section describes the dashboard template Monitoring the park by family.

This dashboard shows the number of user services, equipment and unit services with their status for all the companies in the fleet.

Dashboard - monitoring the park by family

Each line represents a company in the park and all its sites. The name of the company is displayed in the column Companies.

The column User Services displays the number of user services with the indicated status. This number consolidates the statuses for the company and sites.

The column Equipment displays the number of pieces of equipment with the specified status. This number consolidates the statuses for the company code and the sites.

The column Unit services displays the number of unit services with the indicated status. This number consolidates the statuses for the company code and sites.

The ranking rule places at the top of the dashboard the companies/sites on which the operator should focus. The ranking is done from the most critical to the least critical status, and from the user department to the unit department. For the same status, the ranking is in alphabetical order.

The statuses are classified from the most critical to the least critical:

  • red CRITICAL STATUS
  • yellow ALERT status
  • grey Status UNKNOWN
  • blue Status INDETERMINATE
  • green Status OK

 

Dashboard: tracking the fleet by service category

This dashboard presents the list of the equipment in the fleet defined in the configuration.

Each line on the dashboard represents a piece of equipment and indicates: the name of the equipment, the company/location, the status of the equipment and unit services.

The ranking allows the operator to focus on problems by decreasing degree of importance, with the most important problems presented at the top of the scorecard. The degree of importance is inferred from the status of the equipment or the services of the equipment, and the duration of this status.

The equipment is therefore ranked from top to bottom according to the following criteria:

  • redThe CRITICAL statutes from the oldest to the most recent.
  • orangeThe WARNING statutes from the oldest to the most recent.
  • greyUnknown status from the oldest to the most recent.
  • blueThe INDETERMINATE statutes from the oldest to the most recent.
  • greenOK status from newest to oldest.

The first column indicates whether the company or site is under VIP contract or not.

Clicking on the name of the company or site allows you to navigate to the Supervision > Technical operation menu by positioning yourself on the corresponding site or company.

If in the dashboard the company is displayed in a red frame, this means that all equipment (not only those specified in the dashboard filter) of the company are in a status other than OK.

Clicking on the equipment opens a menu that allows you to perform the following actions:

  • Perform a remote control at the company or site network level, according to the means configured at the company/site level.
  • Plan an immediate check of the equipment
  • Go to the equipment detail sheet

Dashboard - fleet tracking by service category - equipment menu

To set up remote control, navigate to Configuration > General > Remote access.

Clicking on a number in the dashboard displays a window showing the name of the unit service(s) in the category, the duration of the report, the date/time of the last scan, and the result of the last scan. The services are sorted from top to bottom in the list by decreasing criticality and decreasing state duration. The aim is to promote the treatment of the most critical and oldest status.

Configuration > General > Remote access - detail

By clicking on the service name, the user displays the service detail sheet.

Dashboard - fleet tracking by service category - service details

The user can click on the status of the unit service to acknowledge the event, or acknowledge the event and create a ticket in the ticket management system.

Dashboard - fleet tracking by service category - acknowledgement

To perform an immediate check, click on the time of last analysis.

Dashboard - fleet tracking by service category - update service

The numbers displayed in each column identify the number of events with the most critical status for the category in the column. The '+' symbol indicates that there are other events with a less critical status.

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