Accessing and Navigating Dashboards

When you click on the Dashboards tab, you are taken to the Inspections Overview dashboard by default. Each dashboard contains a combination of charts, tables, and KPIs
to display key operational data.

Across the top of each dashboard, you will see filters that allow you to adjust the displayed data.

• Clients – Filter data based on specific clients.
• Service Locations – View data for specific locations.
• Date Range – Adjust reports to show data for a particular timeframe.
• Inspectors – Focus on inspections completed by certain team members.
• Work Order Authors – Identify reports by specific individuals.

The available filters vary based on the dashboard and the data it displays.

Dashboard Tabs

Some dashboards contain tabs located just under the filters but above the charts. These tabs help organize data into different views.

In our standard dashboards, tabs are structured to flow from:

1. High-Level Overview – A broad summary of all data.
2. Client-Level Data – Insights specific to a particular client.
3. Service Location-Level Data – More detailed breakdowns by location.
4. Dashboard-specific Groupings of Data – The tabs shown vary from one dashboard to another based on the type of information being shown.

Navigating the Collection of Dashboards

To switch between dashboards:

1. Hover over the Dashboards menu item at the top of the screen.
2. Click on Collection to open the full list of available dashboards.
   
   
3. From the Collection page, you can:
   • Search for a dashboard by name.
   • Click on a dashboard name to navigate to it.
   • Star a dashboard for quick access in the future.
   • (OI Platinum users only) Create or share custom dashboards
     

Standard Dashboards in Otuvy QM

Inspections Dashboards

• Inspections – A broad overview of all inspections.
• Inspection Details – A more granular breakdown of individual inspections.
• Locations Needing Attention – Highlights locations requiring follow-up.
• KPI Mini Dashboard – Displays key performance indicators at a glance.

Work Orders Dashboard

• Work Orders – Focuses on work order data, including statuses and trends.

Combined Dashboard

• Inspections and Work Orders – A high-level summary of both inspections and work orders.

Setting a Primary Dashboard

Users can set a specific dashboard or the Collection page as their primary page for easier access.

How to Set a Primary Page

1. Navigate to the dashboard you use most frequently.
2. At the top of the screen, next to the search icon in the navigation bar, click Set as Primary Page
   

Choosing Between a Dashboard or the Collection Page

• If you set a specific dashboard, clicking the Dashboards tab will take you directly there.
• If you set the Collection page, you will be taken to the list of dashboards instead.

This customization allows users to access the dashboards most relevant to their work efficiently.

This guide provides an overview of navigating Otuvy QM’s dashboards, using filters and tabs, switching between dashboards, and setting a preferred dashboard for quick access. If you have any questions, email vip@otuvy.com or call our team at 801-874-3443 for further assistance!