Maintenance Dashboard — Tracking Open Tickets & Upcoming PM
The Dashboard is the home screen of the Maintenance Module. It gives you a quick snapshot of your current maintenance workload, including open tickets and what preventative maintenance is coming up.
Open Maintenance Tickets
At the top of the Dashboard you will see a tile showing the number of Open Maintenance Tickets. This is a live count of all job sheets that are currently open and require attention. Use this as your daily check-in — if this number is climbing, your team may need to prioritise clearing the backlog.
Upcoming Preventative Maintenance Job Sheets
Below the open ticket count is the Upcoming Preventative Maintenance Job Sheets section. This lists all PM tasks that are due, sorted by Next Maintenance Date in Days by default so the most urgent tasks appear first.
Each entry in this list is a PM job sheet linked to a specific asset. Clicking into a job sheet allows you to view the task details, assign it to a technician and mark it as complete.
Editing PM Schedules from the Dashboard
The Dashboard includes a helpful reminder: to edit the assets or timing of each planned maintenance job sheet, you do this within each asset record. To adjust a PM schedule:
Navigate to the Assets List tab.
Open the asset you want to update.
On the first tab of the asset record, you can adjust the frequency of the maintenance schedule.
This keeps PM configuration centralised within the asset, so all schedule changes are tied to the equipment record.
Tips
Check the Dashboard at the start of each shift or day to review open tickets and what PM is due.
If the Upcoming PM list shows no items, it means either no PM schedules have been set up yet, or all scheduled tasks are up to date. Visit the Assets List to confirm schedules are configured.
Assign overdue PM tasks as a priority, particularly for equipment linked to food safety control points.