This article covers the Work Order Insights and how to utilize the features.
Overview
If you have not purchased F1 INSIGHTS and want to know more information please use this link: https://facilityone.com/more-info-f1-insights
Chart View
When viewing the chart view of the Work Order Insights dashboard, you will see the following data points which are for all locations combined:
- Work Order Counts
- Total Active Work Order Count
- Active CMs
- Active PMs
- Active PEs
- Total Active Work Order Count
- Submission Totals
- The bar chart displays the number of work order submissions for each work order type within the specified date range.
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- This line chart visually represents the number of each work order type submitted over a specified timeframe, as determined by the applied date filter.
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- This line chart visualizes the number of each work order type completed over time, based on the selected date filter.
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- The "View Totals" link on the Completion Trend line chart allows users to see the total number of each work order type completed within the specified date filter range.
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- The bar chart displays the average aging of open work orders, categorized by work order type across all locations.
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- The chart displays the average time it takes for all locations to close out work orders. It is a bar chart categorized by work order type.
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- The chart displays the number of overdue work orders, categorized by type, within a specified timeframe.
Active Work Order Breakdown
To access the active work order breakdown chart, you will need to click the hand icon at the top of the chart, next to the date filter.
The data points for active work orders can be further explored by using this chart, which can be filtered by date range.
On this chart, there are 3 starting points via a drop-down.
- Location
- Status
- Priority
Clicking on a row (e.g., Location) will display a more detailed breakdown. For example, if you click on a specific location, you will see the number of work orders for each status at that location.
Then if you click on the open bar for example, you will now see a breakdown of how many work orders within specific priorities that are open work orders:
When you want to restart, you will click on one of the bars and it will take you back to the location selection.
The orders of the active breakdowns are the following:
Start with Location > Status > Priority
Start with Status > Location > Priority
Start with Priority > Location > Status
Location
Different Location Filters
Each option under the location main menu option are different groupings of locations called localities.
Each locality setting is determined by you under UNITY Admin in the configuration menu option.
What each locality filter does in the Work Order Insights dashboard, is that it groups location data based off the locations tagged with that specific Locality Setting or “Location Tag”.
The location tag can be set by the FacilityONE support team. If you wish to utilize this functionality, you can reach out to the support team at support@facilityone.com.
The location chart view will allow you to filter all the data on this view by selecting a location.
You can view all locations selected at once or view a selection of locations all via a drop-down.
The data you can view is the following:
- All active work orders for the locations selected
- Active CMs
- Active PMs
- Active PEs
- Submission Totals
- The bar chart displays the number of work order submissions for each work order type within the specified date range.
- Trending Data
- Submissions
- This line chart visually represents the number of each work order type submitted over a specified timeframe, as determined by the applied date filter.
- Completions
- This line chart visualizes the number of each work order type completed over time, based on the selected date filter.
- Submissions
- Aging Average: Open Work Orders
- The bar chart displays the average aging of open work orders, categorized by work order type across all locations selected.
- Average Closure Time
- The chart displays the average time it takes for all locations selected to close out work orders. It is a bar chart categorized by work order type.
- Overdue Work Orders
- The chart displays the number of overdue work orders, categorized by type, within a specified timeframe.
Employee
The employee chart view will allow you to filter all the data on this view by selecting an employee.
You can view all employee data grouped together when all is selected at once or view a selection of employees all via a drop-down.
The data you can view is the following:
- All active work orders for the employees selected
- Active CMs
- Active PMs
- Active PEs
- Total Hours Worked
- This split bar chart shows the total hours worked by each employee, broken down by work order type.
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- This line chart shows the total hours worked over time by employee.
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- This line chart shows the total number of completed work orders over time by each employee selected.
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- This split bar chart shows the aging average for all open work orders assigned to the selected employees grouped by work order type.
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- This split bar chart shows the average time it takes for a work order to be closed by a specific employee. This chart is grouped by work order type.
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- This split bar chart shows the total number of overdue work order by employee, grouped by work order type.
Category
The category chart view will allow you to filter all the data on this view by selecting a category.
The data you can view is the following:
- All active work orders for the categories selected
- Active CMs
- Active PMs
- Active PEs
- Submission Totals
- The bar chart displays the number of work order submissions for each work order type within the specified date range.
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- This line chart visually represents the number of each work order type submitted over a specified timeframe, as determined by the applied date filter.
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- This line chart visually represents the number of each work order type completed over a specified timeframe, as determined by the applied date filter.
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- The bar chart displays the average aging of open work orders, categorized by work order type across selected categories.
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- The chart displays the average time it takes for all locations to close out work orders. It is a bar chart categorized by work order type.
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- The chart displays the number of overdue work orders, categorized by type, within a specified timeframe.
Download
If a user wants to download a pdf of the view they are currently viewing, they can do so by clicking on the “Download” button:
This will provide them with a prompt to save the view as a PDF. They can then share that view out if they wish to.