On the Maintenance Dashboard screen, you can check if any services are due, past due, or will be due to be performed in the near future. To do so, follow these steps:


Caution: Your maintenance schedules must be assigned to the assets in order for the services to appear in the grid. (See Adding an Asset or Editing an Asset if needed.)


Also, don't confuse the Maintenance screen with the Admin >> Maintenance screen, which is where your iOn administrator adds new service schedules or modifies existing ones; for details on how to add or edit a service, see Adding a Service Schedule or Editing a Service Schedule, respectively.


  1. Click  >> Maintenance (and then the Dashboard tab at the top left, if necessary).
     
    The Maintenance Dashboard will appear.
      
    If your default iOn group is your organization's top-level group, the Maintenance Dashboard might be blank when you open it.
     
  2. If that is the case, or if you simply need to check the maintenance schedules for a subgroup of the iOn group you have chosen in the Group Chooser, select Include Subgroups at the bottom of the screen.
     
    All the services for your selected group and subgroups that are due or are in their reminder period (which means that they will be due soon) will be listed in the grid.
       

    At the top right of the screen, you will see today's date.
    Note: At the top left of the screen, to the right of the Dashboard tab, is the Service tab, which displays upcoming and past services for a single asset (that you specify). (See Viewing Scheduled Services and the Service History for an Asset for details about the Maintenance Service tab.)
  3. To the right of the date, you can click to switch to a date format that spells out the month and includes the time. (Click  to switch back again.)
     
    Here is an explanation of the grid icons and column headers:
     
    • : Signifies that the service is due or past due.
       
    • : Indicates that the service is due to be performed soon.
       
    • Next Service: The color bar indicates how far through the reminder period the schedule is; like a progress bar, the farther to the right the bar is filled, the closer the service is to its scheduled due date. (Red indicates due or past due, and orange that it is due soon.)
       
    • Group: The name of the fleet group the asset belongs to.
       
    • Asset Name: The name of the asset that needs maintenance.
       
    • Asset Type: If the asset has a designated type, which type it is.
       
    • Asset Category: If the asset has a designated category, the name of the category it belongs to.
       
    • Service Schedule Name: The name of the service schedule.
       
    • Actions: Functions you can perform for the scheduled service on this screen.
       
    • : Opens the Maintenance Service tab for the asset, on which you can see its upcoming scheduled services, plus the history of maintenance that has been logged for it. (See Viewing Scheduled Services and the Service History for an Asset for details.)
       
  4. These are the options along the bottom of the screen:
     
    • Select Columns: Enables you to add or remove columns. (See Customizing the Grid Layout for details.)
       
    • Clear Filters: If you have applied filters to any columns (see Sorting and Filtering Column Data), removes them. Note that this is necessary before you can apply any subsequent filters for a column.
       
    • Clear Sort: If you have sorted the data in a column (see Sorting and Filtering Column Data), removes the sort.
       
    • Export to CSV: Exports and downloads the grid data to a CSV (comma-separated value) file.
       
    • Include Subgroups: When selected, displays assets that have maintenance that is scheduled to be completed now or in the near future for subgroups of the group you have specified in the Group Chooser. (See Choosing a Group to View Globally for details on how to change your chosen group.)
       
    • Refresh: Refreshes the data on the screen (which can be especially useful if other users are making changes).
       
  5. Just below the grid are icons that enable you to navigate through the pages of data, if needed. See Paging Options for an explanation of these.