Setting up a MAP dashboard

Introduction

MAP dashboards are used in ServiceNav to model and visualize equipment and services in real time.

MAP dashboards therefore speed up technical operations by allowing the operator to focus on his areas of interest.

This document explains how to configure and use the dashboards.

General principles

Models

MAP dashboards are visible in the Dashboard tab of the application.

The dashboards are built from different models:

1. Tracking of the park by family
2. Fleet tracking by service category
3. Weather Services Map
4. Equipment Map
5. Mobile
6. List of status
7. MAP

There is no limit to the number of configurable dashboards per user.

The reports displayed in the dashboards are taken from the application's real-time report database. They can be refreshed automatically or manually.

Note: For the MAPThe reports are displayed in real time.

Configuration

The following items can be configured for a dashboard:

• The title
• Visibility: public or private
• The possibility to include or exclude certain events by technical operation

Rights management

A dashboard is defined by a creator at account level. It is not inherited by the accounts subordinate to the company code.

The visibility rules are as follows:

• All ServiceNav profiles that can access the Configuration > Reporting menu can set up a dashboard.
• All users of a company have access to the "public" visibility dashboard definitions for that company. Private" visibility dashboards are only accessible to the creator users.
• All ServiceNav profiles that can access the Dashboard tab can view the dashboard carousel and operate a selected dashboard in the carousel.
• All users of a company have access to the "public" visibility dashboards of that company. Private" visibility dashboards are only accessible by the creator of the dashboard.

Setting up a dashboard

It is possible to set up a dashboard for a given company, or for a group of companies.

For a park

• Positioning on the parent company (partner)
• Navigate to Configuration > Reporting
• Select the Customer base for internal use

• This tab displays a list of all reports and dashboards with the following information:
  • Object type :
    • Dashboard
    • Report
  • Visibility:
    • Private
    • Public
  • Title of the report/dashboard.
  • Content model.
  • Creator and update date.
• Create/modify the dashboard.

For a company

• Position yourself in the company.
• Navigate to Configuration > Reporting.
• Create/modify the dashboard.

Create a MAP dashboard

• Click on Add.
• In the tab Reporting type :
  • Enter the title of the report.
  • Choose visibility.
  • Select the report type: Dashboard.
  • Select the content model: MAP
  • Select the events to be excluded from the dashboard
  • Click on Click Apply

Setting up a MAP dashboard

• Edit the interactive MAP.
• Click on the edit MAP button.
• Drag a piece of equipment onto the MAP.
• Select the company and the equipment to be added.
• Click on Add.

• Drag a unit service onto the MAP.
• Select company and equipment.
• Select the unit services to be linked to the equipment.
• Click on Add.

• Organize and link facilities with services.

You can edit the appearance of each icon on the MAP, via the drop-down panel on the right.

• Text: Allows you to edit the size, transparency and color of the text.
• Status: Allows you to fill the equipment or unit service with the status color, edit the transparency and the size of the circle.
• Image: Allows you to choose whether or not to display the icon for the equipment or unit service.
• Positioning: allows you to precisely adjust the position of a piece of equipment or a unit service.
• General: Allows you to apply the style of the unit equipment or service to all other unit equipment or services.

Illustrate a MAP

• Drag an image onto the MAP.
• Retrieve the image by clicking on Browse.
• Click on Add.

Editing a dashboard

To edit an existing dashboard, click on the dashboard title in the Configuration > Reportingand then modify the fields as described in the previous chapter.

Delete a dashboard

To delete one or more dashboards :

• Go to the menu Configuration > Reporting.
• Select the dashboards to be deleted.
• Click on the trash can icon.

Using the dashboards

This section explains how to access the dashboard carousel and how to choose a dashboard element from the carousel. It details the different dashboard models and how to act on the supervised devices from a dashboard.

Dashboard carousel

The dashboards are visible in the menu Dashboard. This is also the home page after logging in.

When the user clicks on this menu for the first time after logging into ServiceNav, the first dashboard in the list of dashboards is displayed. The dashboards are sorted according to their title, in ascending alphabetical order.

When the user returns to this menu later, the dashboard displayed is the last one the user viewed.

The user can display a new dashboard by clicking on the button at the top right of the page: the carousel is displayed.

The buttons at the top left allow you to control the refreshment of the dashboard data:

• To manually refresh the dashboard data
• To automatically refresh the dashboard data
• Press pause to stop the automatic dashboard refresh

To select the previous or next dashboard, click on the arrows.

To select a dashboard directly, click on its number at the bottom left.

To display the selected dashboard, click on it in the carousel.

By clicking on the equipment name, the user displays the equipment details sheet.

Clicking on the name of the service, the user displays the service details sheet