Today

Today is the home screen you land on after signing in. It is one board, assembled for you: it shows each part of the product your organisation has switched on and your roles let you read, nearest to you first — your own jobs, then the shop floor, then the organisation as a whole.

Today for an administrator, opening on the Operations band

There are no fixed boards per job title. Each section asks two questions — is the module on, and do you hold the permission its own screen reads with — so a role your organisation invented gets the right sections without anybody configuring Today for it. A section with nothing to show for you is not drawn, and neither is its heading. If an administrator has set a different default screen for you, opening the app takes you there instead; Today is still one click away at the top of the sidebar. If your organisation has not finished its first setup, an administrator signing in is taken to Getting started first.

The header

Control	What it does
Date	Today’s date, in your own format
Today and your boards	Appears when you have a choice. Today is this built-in board; beside it is one tab for each dashboard you built or that was shared with you. The board you pick is remembered in this browser.
Modules	A menu of ready-made boards, one per part of the product — see module boards. When one is open the button carries its name.
Customise	Rearrange Today for yourself — see customising Today. Shown on Today only. Needs no permission, because it can only hide and reorder what you could already see.
Start my own from this	Copies Today into a new dashboard of your own — see starting your own board. Shown on Today only, to people allowed to build dashboards.

The bands

Today reads top to bottom in up to three bands. The default order is below; your organisation, your role and you can each reorder or hide them.

On you

Your own work. Shown to anybody who can read work orders.

Figure	Meaning
On me now	Open jobs assigned to you. Turns amber if more than one is started at once.
In progress	Started and not finished
Waiting	Held for parts, vendors or approval
Finished today	Completed since midnight

Below the figures:

Ready to start (the Up next list) — your jobs in the order they are due, each with its priority, number, asset, time remaining, how much of what it needs is in place (33% resourced), and not accepted if you have not accepted it yet. How many jobs are listed is one of the numbers you can set.
In progress — the job you are on, with when it was started, its estimate, its resolution deadline, the tasks outstanding, and its parts, tools and skills.
Finished today — what you closed today.
Not measured yet — route, distance to the next job and arrival time are left blank rather than estimated, because the product does not measure roads.

If nothing is assigned to you the band says Nothing is assigned to you — work arrives when a planner or supervisor puts your name on it. For somebody who also sees Operations, this band stays compact so the operations figures lead.

Operations

The shop floor now. Shown to people who can assign work orders — running operations is handing out the work.

Card	What it shows
Backlog	Open work orders
SLA breached	Open jobs whose promised response or resolution time has passed
Overdue rounds	Preventive maintenance past due
Unassigned	Open jobs nobody holds
Technician workload	Each active technician’s open jobs against their limit (for example 3/4) and hours of estimated work; the bar turns amber as they approach the limit
Overdue preventive rounds	The rounds past due, including ones where no work order was raised
Waiting on resources	Open jobs short of parts, tools or skills, with how resourced each is — 4 of 12 means four of the twelve open jobs are short
Schedule adherence	Open work On or before the planned date, Past the planned date and Past the promised resolution time. Adherence over a period is on Reliability as PM compliance.
Out with a vendor	Open jobs assigned to each supplier
What we rescheduled	Tools, assets and bays somebody tried to book this month and could not, because they were already booked — the resource at the top is the one to buy a second of

How many rows each Operations list shows is one of the numbers you can set. A note beside the band heading says which sites it covers when the site switcher is narrowing what you see.

Across the organisation

The organisation’s figures, then a card per module. The fleet’s figures — a board of its own, made of parts you see only if you can read the module behind each:

Part	What it shows
Work orders	Shown to people who oversee rather than assign: Maintenance backlog, Open critical work, Within SLA (with how many are breached), Committed cost, Open work by status (grouped by status category, so it keeps working when statuses are renamed) and Planned against unplanned (from each work order type’s own planned flag)
Assets	Asset health — how many assets are healthy (80–100), worth watching (50–79) or at risk (below 50), and how many are scored at all
Stock, planned maintenance, inspections	Needs attention — overdue preventive rounds, parts at or below their reorder point, and critical inspection findings open; each links to the list it counts
Reliability	Availability, MTBF, MTTR, PM compliance, Downtime and Planned share over the window shown, plus bad actors and Downtime by month (bars turn red in a month with an emergency). A figure that cannot be computed yet is shown as — rather than estimated.
Budgets	Cost against budget — each month’s maintenance cost against its share of the year’s budget; bars turn amber past 85% and red over it
Vendors	A pointer to each vendor’s own screen, where vendor performance lives

Module cards, each headed by its module with an open link to the screen:

Card	Figures
Asset verification	Rounds in progress with their completion, and how many assets were not found
Tools	Checked out now, overdue back, past their calibration date
Bookings	Bookings today, bookings overdue
Sensors	Alerts open, and how many are at alarm or critical
Contracts	Contracts ending within a set number of days, and contracts in renewal
Purchasing	Orders awaiting approval, deliveries overdue, orders open. Shown only where your organisation places purchase orders
Lost and found	Reports still open, items matched and waiting to be collected

Widgets pinned from a dashboard appear among these cards or as sections of their own, headed Pinned from … with the board’s name. If Today has nothing for you, it says Nothing on Today for you yet and explains whether everything is hidden (Customise brings it back) or whether your organisation and roles give it nothing to show.

Module boards

Modules opens a menu of ready-made boards, one per part of the product, each with a sentence saying what it answers:

The Modules menu listing a ready-made board for each part of the product

Board	Answers
Asset finance	What the fleet is worth on the books, and what is being spent building more of it
Asset verification	What the last count found, and what it could not
Assets	What there is, where it is, and which of it is in trouble
Bookings	What is reserved, what is out, and what has been charged for it
Energy	What the sites are consuming, what it costs, and what changed
Inventory	What is on the shelf, what is about to run out, and what ran out already
Lost and found	What was handed in, what is being looked for, and what went back
People and workload	Who is carrying what, and what they are qualified to carry
Planned maintenance	What the plans have asked for, what is late, and how the inspections went
Purchasing	What has been asked for, what has been ordered, and what it came to
Reliability	What broke, why, and what is being done about the pattern
Security	Who got in, who was turned away, and what changed about who may do what. Shown only to people who may read the audit trail
Sensors	What the equipment is reporting, and what it has complained about
Service performance	How much work is done inside its SLA, how planned work keeps up, and how long the rest has waited
Tools	What is in the tool room, what is out, and what is out of calibration
Vendors and contracts	Who you buy service from, what you are committed to, and when it runs out
Work orders	What is open, what is late, and who is carrying it

You see only the boards for modules you can read. A board that came with the product appears here once, and never also as a tab beside Today. Each is an ordinary dashboard your organisation owns and can change — its names and descriptions may differ from these. Picking one replaces Today on screen; the Today tab brings you back.

Your own and shared dashboards

Each dashboard you built, or that somebody shared with you, appears as a tab beside Today. Opening one shows it here, with its filter bar (site, period and comparison) when the board has one. Building, sharing and scheduling dashboards is covered in dashboards.

A shared dashboard open on the home screen in place of Today

Customising Today

Customise opens Customise Today. What you change here is yours alone, and Today still shows only what your roles let you read, so a section you cannot see is not listed. The subtitle says what you are starting from: the layout your organisation set, the layout set for your role, or the order Today comes with.

The Customise Today dialog listing sections with tick boxes and up and down arrows

Part	What it does
Sections, top to bottom	Each band and card with a tick box (untick to hide it) and up and down arrows to move it. Across the organisation contains The fleet’s figures — itself split into Assets, Stock, Planned maintenance, Inspections, Reliability, Budgets and Vendors — and the module cards. Hiding a band hides everything in it.
Pin a widget from a board	Choose a widget from any dashboard you can open, choose Where — Among the cards or On the page, as a section — and click Pin. A pinned widget counts what each reader may see, as it does on its board, and is drawn only for people the board is shared with. It uses the site, period and comparison the board opens on, so a board set to compare with the period before shows the change on its pinned tile too. Unpin removes it.
Numbers	A contract counts as ending within this many days; verification rounds listed; jobs listed under Up next; rows in each Operations list.
Reset to the default	Drops your changes and goes back to the organisation’s or your role’s layout
Save / Cancel	Keep or abandon the changes

Administrators with permission to set what Today shows for the organisation and for each role arrange the same things for everybody under Administration. Those layouts are the starting point each person’s own changes sit on top of — and like personal changes, they can only hide and rearrange, never show somebody a section their roles do not allow.

Starting your own board

Start my own from this opens Start your own board. It makes a new dashboard of your own from the board on screen and opens it; nothing on Today changes and nobody else’s board moves.

The Start your own board dialog explaining which part of Today is copied

Because Today is several boards in one, the copy starts from the part you see first — On you, Operations or Across the organisation — and the dialog names which. It is a copy, not a link: changing it later changes nothing on Today, and changes to Today will not reach it. When the copy is of the organisation’s figures, the dialog warns that MTBF, MTTR, availability and PM compliance cannot come with it, because they are the reliability calculation over twelve months rather than a figure a widget can recompute; Today and the Reliability screen keep showing them. Click Create the board.

Get started

Work

Maintenance

Assets

Sites

Inventory

Procurement

Workforce

Vendors and contracts

Finance

Property

Gatehouse

Analytics

Knowledge base

The field app

Release notes