Manager Tab Overview

With potentially thousands of structures to manage, powerful software tools are critical to ensure effective and efficient asset management. The Manager tab is focused on retrieving, reporting on, and visualizing the data that has been collected for the assets in the system. This tab is typically reserved for manager-level access and features advanced dashboard widgets, mapping functionality, and configurable reporting and querying tools.

One of the most powerful capabilities of the Manager tab is the report query, which can be used to create reports based on any inventory and inspection data that has been collected in the system. A manager can quickly use the tool to create query criteria and select what information they would like to see for each asset that meets the criteria. The results of the report query can then be exported to a number of formats.

Incorporated into the Manager tab is the interactive, GIS-based mapping capability that displays the position of each asset in the system. The map allows for pinpoint accuracy in locating any asset as well as allowing the user to click on an asset to access additional information and pictures.

The Manager tab also includes an executive level dashboard including graphs and charts which show performance metrics based on industry best practices for the assets in the system. Managers can choose which data they are most interested in and can configure their dashboard to display only the most important data. The graphs and charts which summarize the performance metric data can also be clicked on to allow the user to view the details of the data.

In addition, the Manager tab will help manage and track data for a collection of inspections utilizing the project feature. Managers can view projects, add work specifications, and manage security within the tab.

Manager Dashboard

The Manager Dashboard located in the Manager tab can be configured to display performance, compliance, and standard widgets. To learn more about the different widgets, check out the Dashboards and Widgets section in the product manual.

Management Reports

The Management Reports tool, located in the Manager tab, allows the user to run specific reports for designated assets.

To run a report, select the assets to be included using the Asset Tree by clicking in the Parent Asset field, select the report's output from the Output Type dropdown, and then click the Run Report link for the desired report.

Query

The Query tool, located in the Manager tab, allows the user to create reports based on any inventory and inspection data that has been collected in the system. Each query can be created with specific criteria to return the intended result.

The Query tool will open to the Report query type by default, but the Query Type dropdown button the top left corner of the page allows the manager to select which type of query to perform: Asset File, Element, Report, Repeating Field Group, or Maintenance.