Plugins

Plugins display data and are stored in frames. There are four types of standard plugins built into the software:

Asset Tree

Asset Trees group assets based on module and relationship. They can be applied to the Plant, Site, Building, and Equipment inventories and can be based on a filter. The tree will show a list of records for the selected module. Expanding a record will display the children records related to that record.

Features and Example

Data Drill

The Data Drills plugin filters a module for data, then displays and groups the data based on certain attributes. Data drills can be created against Work Orders, Work Requests, and Asset modules. Each data drill can contain an unlimited number of drill-downs.

Features and Example

Reports

The Reports plugin displays Crystal Reports customized by the system administrator in either PDF or HTML format. To speed up dashboard load time, reports are NOT run every time the dashboard is loaded. Instead, reports are run on an established schedule. By default this interval is every four hours.

Note: The Crystal Reports license allows only three reports to run simultaneously. If four users are running reports at the same time, the fourth user may receive a message stating that the maximum number of concurrent licenses has been reached. If this message appears, try running the report again at a later time.

Note: If Crystal Reports requires the user to provide parameters before running the report, the report will not be displayed. Instead, the plugin will provide a link to the report that when clicked, prompts the user for the parameters and runs the report.

Features and Example

Quick Lookup

The Quick Lookup plugin allows you to add a lookup field for a specific module to the dashboard. Users can type in the Common ID for a record and the app will open the related module to that record.

Features and Example

RSS Feed

The RSS Feed plugin can be used to display syndicated content from other websites (e.g., news or weather) on the dashboard.

Features and Example

URL

The URL plugin can be used to add a URL to another website or an SSRS report to the dashboard. This can also be used to embed an object into the dashboard.

Features and Example