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Introduction to Task and Diagnostics Prioritization Dashboard
The Task and Diagnostic Prioritization Dashboard was developed to be used by teams on a weekly basis to discuss open tasks, validate issues have been resolved on completed tasks, and create new tasks from high priority diagnostics. It provides a single view for operators and manager personas to cross filter task and diagnostic tables based on the selected equipment.
Section 1: Task Prioritization
The first section of the dashboard summarizes Tasks across the filtered organization(s), building(s), time period, and assignee(s). It highlights aging Tasks, Ongoing Tasks and Avoidable Costs, and Completed Tasks and Avoidable Cost Savings to help prioritize work. These are all detailed in the All Tasks table.
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The All Time Completed Task Count counts the total number of tasks completed for the entire duration of the Organization and thus will not change when Task Created or Task Completed date filters are applied. |
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Section 2: Diagnostics Prioritization
The second section of the dashboard displays Diagnostics information. It gives the Top 20 Equipment to review by Total Diagnostic Priority (sum of energy, maintenance, and comfort priorities) and by Diagnostic Avoidable Cost. These widgets cross filter to the Diagnostic Priorities Over Time and Diagnostic Avoidable Cost Over Time to show the trend of the issue. All these details can be reviewed in the Diagnostics Summary Table by Equipment.
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The Diagnostics Priorities Over Time and Diagnostics Avoidable Cost Over Time are filtered to the last 30 days of daily diagnostics to optimize load time. |
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Best Practices and Use Cases
This dashboard supports three main workflows: prioritizing open tasks, validating the issues are resolved on completed tasks, and creating new tasks on high priority equipment. Each of these workflows are detailed below.
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