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2 · Dashboard & Search

2.1 Your dashboard

Dashboard

The Dashboard (first item in Overview) is your landing page — an at-a-glance summary of the facility. Depending on your dashboards it shows KPI tiles, charts, recent activity, and module summaries (work orders, energy, chiller performance).

  • To open a fully-featured, editable dashboard, use the Dashboards module (see Chapter 8).
  • Tiles are live — they refresh on their own.

Search

Search finds assets, work orders, systems and documents across the whole tenant.

  1. Click the Search or jump to… box in the top bar, or press ⌘K / Ctrl-K anywhere.
  2. Type what you're looking for — an asset code (e.g. CHP-01), a work-order number, a keyword like chiller.
  3. Results are grouped by type. Click a result to open its detail page.

Search respects your permissions — you only see records you're allowed to view.


Next: 3 · Work Orders & Maintenance →