Here is a reference video:
Before You Begin
Make sure you have access to the Work Orders module in DreamzCMMS.
Confirm work orders are created with valid details (priority, due dates, assignees) so dashboard tiles and charts populate correctly.
How to Access the Work Order Dashboard
Step 1 — Navigate to Work Orders
From the left-hand navigation menu, click Work Orders to open the Work Order Dashboard.
Step 2 — Understand Dashboard Elements
Once on the Work Order Dashboard, you’ll see the following key components:
Quick Actions
Buttons/shortcuts to go to Work Order List, Create Work Order, Rejected Orders, Scheduled Maintenance, Workflow Automation, Checklists, and Work Order Map View.
Filters & Shortcuts
Facility filters, Quick Work Order links, or jump-to-Calendar options help you refine what you’re viewing.
Key Counters (Tiles)
Tiles showing counts for Overdue, Closed, Emergency, and Open work orders — giving you a picture of current volumes at a glance.
Status Chart
A pie chart visualizing the distribution of work orders by status (e.g., Open, Assigned, In Progress, Closed/Completed, Requested).
This Week Panel
Rolling list of work orders due This Week, Pending, or Late with due dates so you know what’s urgent.
Recent Activity
A “Top 5 Recent Work Orders” table with status, assignees, dates, and quick actions for fast follow-up.
Trend Graph
Visual chart showing the Number of Work Orders by Date so you can spot volume peaks and workload gaps over time.
After Using the Dashboard
With the Work Order Dashboard you can:
Prioritize urgent and overdue tasks.
Track recent and upcoming maintenance activities.
Navigate quickly to detailed work order lists or scheduling tools.
Get instant visibility into trends and performance metrics.
Tips for Effective Use
Use tiles and counters to monitor workload balance.
Apply filters by facility or priority to focus on specific areas.
Review trend graphs regularly to identify patterns and plan staffing.
Leverage quick action buttons to save time on frequent tasks.
Frequently Asked Questions (FAQs)
1. What information does the Work Order Dashboard show?
It displays real-time counts of open, overdue, closed, and emergency work orders, trend graphs, recent activity, and shortcuts to common maintenance functions.
2. Can I filter the dashboard to see work orders for a specific facility?
Yes — you can use the facility filter and other shortcuts to tailor the dashboard view to specific locations or work order categories.
3. What does the trend graph represent?
The trend graph visualizes the number of work orders over a selected period so you can spot workload peaks and gaps.
4. How do I quickly create a new work order from the dashboard?
Use the Create Work Order quick action button on the dashboard to start a new work order without navigating to the main work order list.