Summary

The Summary page provides an overview of maintenance work in your organization, including tasks specifically requiring your attention.

The top left defaults to the Maintenance Connection logo. You can also request Accruent to upload your custom logo. Contact your Account Manager for further information.

At the top of the page are options to filter the displayed items by Repair Center or Shop. If you make a selection, the page refreshes to display only items associated with the selected repair center or shop. If you select Repair Center and/or Shop values on this page, these filters are active for every module you access (except for the Asset module) until you reselect the All option.

A default shop can be established for each member, ensuring that all data is automatically filtered to that shop.  It can be established by setting a preference to use the shop defined on the member's labor record, or you can set the Default Shop on Startup Preference.

The Summary page displays a work summary on the left and Key Performance Indicators (KPIs) on the right. In addition, if bulletins have been posted by your system administrator, they display on this page and you can click them for more information.

  • Work summary: The work summary lists items that may need your attention. Clicking an item updates the List Pane with your selection. Important Items are highlighted in red.

    KPIs: Key performance indicators are defined by your organization and provide a visual display of overall performance. For example, you have have KPIs that indicate the number of work orders overdue or the items that need to be ordered. Advanced users can edit KPI definitions by clicking the Edit link.

At the bottom of the page are sub-tabs that allow you to view the summary information for different modules:

ClosedWork Orders & PMs

The Work Orders and PMs sub-tab displays by default and provides items that allow you to access your most commonly used data.

  • Membership Info: If you are a member of a group that has access to the Membership module, this section indicates the number of members requiring approval. The link is listed in red if approvals are required. Selecting the link opens the corresponding member list in the List Pane. For more information, see the Membership module.

  • Work Order Info: Each item displayed indicates the number of work orders that correspond to the description, and serves as a filter to display the corresponding work orders in the List Pane. For more information, see the Work Order module.

    • My Open Assignments: Indicates the number of work orders for which you have assignments and is displayed in red if you have any assignments.

    • Requests: Indicates the number of work orders currently in the Requested state (pending further processing) and is displayed in red if there are any work orders in the Requested state.

    • Approvals Needed: Indicates the number of work orders requiring approval (if your organization requires approval) and is displayed in red if there are any work orders requiring approval.

    • All Open: Indicates the total number of open work orders in the system.

    • Issued: Indicates the total number of issued work orders in the system.

  • Custom Work Order Filters: This list includes links to custom work order filters defined for your organization. For example, Repair Center-based filters, such as High Priority Work Orders for Electrical Shop can provide single click access to important records. These correspond to the same custom filters that are displayed at the bottom of the work order filter in the List Panel.

  • Preventive Maintenance: Each item provides information about scheduled maintenance. For more information, see the Preventive Maintenance module.

    • PM Schedules Due: Lists the number of schedules due to be generated and is displayed in red if any schedules are due.

    • Generate Work Orders: Click to open a window that a link allows you to generate work orders.

ClosedProjects

The Projects sub-tab displays items that allow you to access your projects.

  • Requests: Indicates the number of projects requested but not yet started.

  • Approvals Needed: Indicates the number of projects requiring approval.

  • All Open: Lists all open projects.

  • Issued: Lists all projects that have been started.

ClosedInventory & Purchasing

The Inventory and Purchasing sub-tab displays items that allow you to access inventory and purchasing information.

  • Inventory Info

    • Stocked Items to Order: Indicates the number of stocked items that need to be ordered.

    • Direct Issues to Order: Indicates the number of direct issue items that need to be ordered.

    • Order Inventory Items: Click to open a window that allows you to order stocked or direct issue items.

  • Purchasing Info

    • Requests: Indicates the number of purchase orders in the Requested status and displays in red if there are purchase orders waiting to be acted upon.

    • Approvals Needed: Indicates the number of purchase orders that need approval and displays in red if there are purchase orders waiting to be acted upon.

    • Issues: Indicates the number of purchase orders in the Issued status that have been sent to vendors.

 

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