Using the Service Order Operational Dashboard

This portal is used to display the Service Order Operational Dashboard.

You can access the portal from the Main > Dashboards > Service Order Operational Dashboard. Once you've selected this menu option, you're immediately brought to the initial tab of the dashboard.

The following zones may appear as part of the portal's Main tab page:

  • In-Flight Activities By Type: shows the distribution of in-flight Activities (in progress or in error) by Activity Type.
  • In-Flight Activity Trend: shows the number of activities that are in-flight on a given day.
  • In-Flight Activities with Issues: presents a bar chart that indicates the number of activities with issues.
  • In-Flight Activity Status Distribution: presents a pie chart that displays the distribution of statuses of in-flight activities.
  • Efficiency Trend for In-Flight Activities: presents a stacked bar chart that displays the distribution of in-flight activity processing efficiency relative to configurable tolerance.
  • Service Order To Do Summary: this zone uses horizontal bars to highlight the relative number of open To Dos for a set of To Do Types related to Service Order Management.

Refer to About Dashboards for additional functional information. For information on configuration, refer to the related section for Configuring the Service Order Operational Dashboard in the Administrative User’s Guide.

Filtering by Division

Data displayed in the zones on this dashboard can be filtered by Division. To enable filtering by Division set the Restrict Division setting in the Control by Division section in the MDM Master Configuration to "Yes". If this is set to “No” the zones display data for all divisions.

When filtering is enabled, the Division drop-down list allows the user to select the Division for which they wish to view data. Available divisions are based on the divisions assigned to the user in the User Miscellaneous Information zone on the Miscellaneous tab of the User portal. The division marked “Use As Primary” is the default.