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  • dashboard and filters

Dashboard and filters

The WorkOrder list helps teams find the right records, while Analytics gives admin and supervisor users a portfolio view of workload, duration, backlog, loss, and risk.

Overview

Section titled “Overview”

Use list filters for daily queue management and Analytics for broader operational review. The list starts with a 30-day date range and New status filter.

Filter the work-order list

Section titled “Filter the work-order list”

Visible list controls cover:

  • date range and subject
  • plant
  • By me and Assigned to me shortcuts
  • status and derived state
  • area, category, and priority
  • requester and assignee
  • combined query conditions

Visible statuses are New, Assigned, Resolved, and Archived. Derived state choices include Draft, Published, On Time, Overdue, and Closed.

Filter state is synchronized to URL query parameters. You can repeat or share a current filtered URL, but this is not a named saved-filter feature.

Use the compact Reporting filter to select one or more report months when reviewing work assigned to a reporting period. The selected report month is also shown as a chip on each applicable work order.

Use Analytics

Section titled “Use Analytics”

Analytics is visible to admin and supervisor users. Its views include:

  • total created work and man-hours
  • median and P90 duration
  • open backlog and potential loss
  • status, category, and area distributions
  • aging
  • plant risk
  • resource load and requester-to-assignee workload
  • assignee throughput

Analytics filters include date, plant, area, category, and priority, with ALL or ANY matching where available.

Example review flow

Section titled “Example review flow”
  1. Start from the list and narrow by plant, date, status, priority, or owner.
  2. Use New to find unassigned work and Assigned to review owned work.
  3. Add Overdue or date criteria when prioritizing aging items.
  4. Open Analytics when you need portfolio-level duration, backlog, loss, workload, or throughput views.
  5. Share the filtered URL when another authorized user needs the same list state.

Expected outcomes

Section titled “Expected outcomes”
  • operators find relevant work without scanning the full list
  • supervisors identify unassigned, overdue, or high-priority backlog
  • managers compare workload and exposure across plants
  • teams repeat a review slice by sharing its query-parameter URL

Caveats and operational notes

Section titled “Caveats and operational notes”
  • Analytics access is limited to admin and supervisor users.
  • Filter results still respect the signed-in user’s plant and read scope.
  • The interface does not expose a separate personal-task route.
Section titled “Related pages”