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Summary Tab (Dashboard 1.0 only)

Summary Tab (Dashboard 1.0 only)

Owned by Chellie Esters
Last updated: Nov 04, 2021 by Caroline Antoun

The Summary tab lets you set up the Summary screen for dashboard users.

⦿ How to Modify Summary settings
  1. For all desired fields:
    1. Enter the desired details in related text fields
    2. Check/uncheck the boxes next to the desired options, and/or
    3. Select desired items from a drop-down list as necessary,
  2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

Summary tab

List of Settings Under the Summary Tab

  • Update Interval (seconds): The number of seconds between each automatic update of the Summary screen.
  • Show Open Requested Repairs: Display the number of open and in progress repair work orders.
  • Show Scheduled Tickets: Display the total number of work orders scheduled for the current day.
  • Show Completed Yesterday Tickets: Display the total number of work orders that were completed the previous day.
  • Show Tickets Awaiting Feedback: Display the number of work orders awaiting feedback from the user.
  • Show Invoices: Display the number of invoices and the corresponding total invoice amount awaiting approval. (Note that the invoice details will be available to a dashboard user only when the user is part of the MLI configuration.)

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