Navigating the Dashboard

The Dashboard provides users with a basic summary of a building within their portfolio. A 3D representation of the building gives users the ability to see where potential issues may exist, navigate to the individual floors within the building to view 2D or 3D floor plans and the location of assets, as well as view open insights and tickets for the building's assets.

We'll discuss what users can expect to see when they navigate to this area of the WillowTwin™ platform, there are 4 primary components users will see here:

  1. Menu bar
  2. 3D building model
  3. Insights panel
  4. Tickets panel

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1. Menu Bar

The main menu bar at the top of the screen is mostly static, a number of the buttons seen in the menu bar are discussed in more detail in the Platform Navigation article; however, the building selector drop down, floor selector drop-down, capture and add insight buttons, and tabs seen in the center of the menu bar are visible when in Command. Depending on the features enabled in your platform, the tabs can include:

  • Dashboard
  • Insights
  • Tickets
  • Inspections
  • Reports

Menu bar buttons

Building selector

Depending on the permission enabled by your Administrator(s), and if your platform has more than 1 building that has been added to it, you may have the ability to navigate to other buildings from this drop-down.

Building_Selector.png

Floor Selector

Also discussed a little further below, this drop-down field allows users to navigate to view floor plans, asset locations, and more information for specific floors within the building

Floor_Selector.png

Capture and Add Insight

These buttons allow users to take a screen shot of what they may be looking at within the platform, and if needed, add this to an insight to provide more context and information for users who may be reviewing this information 

Capture_and_Add_Insight.png

Dashboard tab

As mentioned earlier, the Dashboard provides an overall building summary, allowing users to quickly navigate specific floors within the building, see insights generated from the assets within the building, tickets created to resolve any issues with assets, inspections and reports.

Insights tab

Insights are collections of information that can include alarms, faults, or other pieces of information that are used to identify potential issues that may need resolving. Clicking this tab will take users to the full insights area where users can see all Open, Acknowledged, and Closed insights, as well as filter these insights, review the details and if needed create tickets from an insight.

Tickets tab

Tickets can be used to ensure your building is operating at its peak efficiency by allowing your teams to further investigate or repair issues with pieces of equipment. Clicking the Tickets tab will take users to the full ticketing area, depending on your implementation, this could include both Standard and Scheduled tickets. From here, users can view the details of all Open, Resolved and Closed tickets. 

Inspections tab

Inspections are used to track the routine monitoring of critical pieces of equipment to help prevent unexpected malfunctions and costly repairs, as well as, ensuring rooms are secure, cleaning is taking place and more. The inspections tab will allow users to view the status and progress of current inspections, and depending on your permissions, create new inspections.

Reports tab

A lot of important data is available within your WillowTwin™ platform, and as such reporting can be a critical component to making important decisions regarding operations. Willow does offer custom reporting on the data within your twin, if any custom reports have been built for your organization, a Reports tab will appear where users can access this information.

2. 3D Building Model

The 3D building model provides users with the spatial context to see where your assets reside within the building. Floors can be color-coded to match the colored priority of insights, to help quickly identify potential areas of concern within the building, and users can navigate to the individual floors within the building to view important information.

Floor Selection

Navigating to individual floors by either:

  • Selecting a floor from the floor selector drop-down in the menu bar
  • Clicking on a floor from the 3D building model

The floor view will open as either a 2D or 3D representation of the floor, with options to enable layers of information which are overlaid on the floor to indicate the location of assets, examples could include:

  • Architectural images
  • Lighting
  • HVAC
  • Plumbing

Floor_Selection.PNG

 

3. Insights Panel

Insights are collections of information such as faults and alarms that are reported from integrations with your WillowTwin™, or these could be generated from the results of an inspection as well. They are designed to identify potential areas of concern with regards to the assets within your building which may need further investigation or possible repair or replacement.

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The insights panel provides users with quick access to the open insights that currently exist within your platform. A summary at the top of the panel indicates the:

  • Total number of insights
  • Number of urgent insights
  • Count of insights by priority

Note: when a level is selected from the 3D building model, the insights summary values will update to display those related to the assets from the selected level

Insights are color-coded by priority and can be filtered by priority, type or date. Clicking on an insight will open a window allowing users to see more detailed information on the insight and options to action it, such as investigate or open a ticket.

 

Tickets Panel

Also mentioned earlier, Tickets provide users with the details on the work that may be required to further investigate, repair, or replace assets within your building; tickets could be created from insights, imported through an integration with another application, or created stand alone within the platform. The ticket panel on the dashboard provides users with quick access to the open tickets within the your building

Tickets_Panel_05042022.PNG

A summary of the tickets is also displayed here, this includes:

  • Total number of tickets
  • Number of urgent tickets
  • Count of tickets by priority

When a ticket is clicked, a window will open displaying the detailed information entered for the ticket, which can include who the ticket is assigned to, what asset the ticket is created for, who reported the issues, and much more.

 

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