Accessing Spaces on Dashboard in Dashboard 2.0 can be done from the navigation menu in Service Automation which allows for a quicker and more streamlined approach.
- Click the Menu Icon to expand the list
- Click the Spaces link to expand the list
- Click the Dashboard link to access Spaces on Dashboard in Dashboard 2.0
Navigating Spaces on Dashboard in Dashboard 2.0
On the floor plan for a location, you will notice a different experience versus the regular dashboard. The floor plan itself appears on the left side with the work order drop-downs on the right side. From there, you are able to create the work order with the moveable pin located on the upper-middle area of the floor plan or clicking on an asset.
You will have various features to help navigate the floor plan to create work orders. Each feature offers the ability to control the floor plan or provide feedback.
| Features | Description |
|---|---|
| Exterior Button | Viewing multiple levels of the floor plan |
| Filter Tool | Able to control which assets are displayed on the floor plan by selecting and deselecting assets |
| Fullscreen Button | Expand the floor plan to the full size of the screen |
| Status | A visual aid to display on work order statuses created from the floor plan |
| Feedback Button | The ability to provide feedback, suggestions or report issues |
Creating a Work Order
The movable pin allows for instant movement on the floor plan and the ability to drop the pin onto a specific locale. When dropping the pin, this starts the process of creating a work order. The area drop-down menu is selected and one-by-one, three additional drop-downs are available to finalize the work order creation process. Once this process is complete, the remaining steps for submitting a work order are the same. When a work order has been submitted, the provider will receive the work order with an attachment of a map in a JPEG file showing the exact location of the work order on the floor plan.
Creating a Work Order for an Asset
You can locate an asset that is labeled on the floor plan. When clicking on an asset, 3 drop-down menus are selected and only the problem drop-down menu is left to be selected.
- Click, hold, then drag the Moveable Pin and drop it on the particular locale to start the work order creation
- Choose the appropriate problem type > asset > problem from the drop-down menu
- Click the Next button to continue the work order creation process
- Complete Troubleshooting Tips > Submit Request steps to submit a new work order
- Click on an asset to open a new modal
- Click on the New Work Order button to start the process of creating a new work order
- Select a problem using the drop-down menu
- If the problem is only one option, it is selected for you
- Click the Next button to continue the work order creation process
- Complete Troubleshooting Tips > Submit Request steps to submit a new work order
