ResCenter Dashboard

The Dashboard page provides an overview of tasks available to the logged-in user. The functionality available depends on a user’s privileges. The Dashboard is accessed from the Analytics > Dashboard link on the Home Page or by clicking the Dashboard icon in the Navigation menu, .

Note: To have access to the Dashboard, a user must be assigned to a User Role with View access to the Show Home Page Stats permission.

The following ResCenter functions are available on the Dashboard:

Open Work Orders

In-process work orders that belong to the user display in the Open Work Orders grid as a total number and by status. The status types are defined from the Work Order Statuses page.

Staff Room Inspections

Room inspection totals for all existing staff room inspections for facilities are available to the logged-in user.

If a user only requires access to certain linked facilities, the security setting Room Maintenance.RoomInspection.AllLocations should be disabled for the role assigned to the user. If a user needs access to all facilities, then the security setting should be set to Allow Access. Refer to Users Overview and Roles Overview in the Security Setup section for more information.

Status

Description

Past Due

The room was not inspected by the due date.

Pending

The room inspection has been scheduled and is pending inspection.

Completed

The room inspection has been completed

Inspections with Damages

The room inspection has been completed but one or more inventory items is damaged and associated charges must be approved.

Condition

Description

Count

Number of room inspections for a specific type. Only counts for active terms will be displayed. Click the count link to display a list of the room inspections on the Staff Room Inspections page.

Follow Up

Number of inspections that have at least one item assigned a condition that is marked as Require Follow Up.

Unapproved

Number of inspections that have at least one item assigned a condition that is marked as Billable and are not approved.

Note: The number of days after the inspection's Term end date that completed room inspections will display on the Dashboard page is defined by the Cutoff days for room inspection statistics setting in System Parameters.

Resident Room Inspections

The room inspection totals for all resident room inspections for facilities available to the user is linked are displayed on the Dashboard page.

If a user only requires access to certain linked facilities, the security setting Room Maintenance.RoomInspection.AllLocations should be disabled for the role assigned to the user. If a user needs access to all facilities, then the security setting should be set to Allow Access. Refer to Users Overview and Roles Overview in the Security Setup section for more information.

Column

Description

Status

Status of the room inspection:

     Pending: The room inspection has been scheduled and is pending inspection.

     Incomplete: The room inspection has been scheduled but not set to be completed.

     Completed: The room inspection has been completed.

Note: The number of days after the inspection's Term end date that completed room inspections will display on the Dashboard page is defined by the Cutoff days for room inspection statistics setting in System Parameters.

Trigger Event

Type of event that triggered the inspection scheduled.

Count

Number of room inspections for a specific type. Only counts for active terms will be displayed. Click the count link to display a list of the room inspections on the Resident Room Inspections page.

Disagreements

Number of inspections that include a disagreement. Disagreements are counted only for completed resident room inspections that have not been reviewed (overridden) by staff. Click the disagreements link to display a list of the room inspections on the Resident Room Inspections page.

Occupancy Summary

The Dashboard’s Occupancy Summary section can be used to view a facility’s occupancy information for a defined date. A user can view an occupancy summary for a variety of facility types, such as all housing facilities, a single building, or just a room.

Use the following procedure to view an occupancy summary from the Occupancy Summary section on the ResCenter Dashboard:

1.  Click the Dashboard icon in the ResCenter navigation menu to view the Dashboard.

2.  In the Occupancy Summary section, enter a facility name in the Location field to search for a facility. Click Lookup.

Alternatively, click Tree to open the Facility Tree. Click on a facility to select the facility to view. If necessary, expand the tree by clicking on the expand icon  for the desired parent facility.

3.  If necessary, enter or select a date using the calendar to change the display date for the facility’s occupancy information. By default, the occupancy information will be displayed using the current date and time will be displayed.

4.  In the Occupancy for [facility name] pie chart, the ratio of spaces with occupants (Occupants) and without occupants (Unoccupied) is displayed with percentages.

5.  If necessary, click Go To Facility to view the facility’s details in the Facilities module.

Conference Events

A Conference Events calendar is available on the Dashboard page, providing a quick view of all events. The calendar lists past, current, and upcoming events. Click on any event listed to go to the Event View page for that event to view event details. Move the cursor over an event to display a pop-up of the event dates, times, and name. Click the previous and next icons at the top of the calendar to go backward or forward to look at events for a specific month. The calendar defaults to the current month.

Conversations

The Conversations section displays a link to the Conversations function. If any new Conversations messages are unread, the number of unread messages will also be displayed on the Dashboard. If all messages have been read, a 0 (zero) is displayed.