M&R Dashboard: Causes, Reasons, and Repair Types
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Overview
The M&R Dashboard: Causes, Reasons and Repair Types provides an examination of maintenance and repair practices focusing on the historical work order reason and line cause/repair type. It is part of the M&R Dashboards group.
Navigating the Dashboard
Log in and navigate to Home → Analytics → Dashboard.
Select M&R Dashboard: Causes, Reasons and Repair Types from the dropdown in the top-right corner. If it is not immediately visible, scroll down through the list to locate it.
Use the filter bar at the top of the dashboard to narrow data by the available filters.
Use the sub-tabs within each widget section to switch between views where available.
Filters
Filter | Description |
|---|---|
Filter by Zone | Filter all widgets by Zone |
Filter by Region | Filter all widgets by Region |
Filter by Facility | Filters all widgets to a specific facility |
Filter by Facility Abbreviation | Filters all widgets using the facility's abbreviated code |
Filter by Created Date | Filters by work order created date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Created Date (Fiscal Year) | Filters by work order created date using a drilldown hierarchy: Fiscal Year → Month → Date |
Filter by Work Order Cause | Filters all widgets to a specific work order cause |
Filter by Priority Description | Filters all widgets to a specific work order priority |
Filter by VMRS Description | Filters all widgets to a specific VMRS description |
Widgets
Causes of Work Orders
Widget / Sub-tab | Description |
|---|---|
Causes of Work Orders | Count of work orders by cause for the past six years |
Work Order List | List of work orders filtered by cause |
Year to Date: Causes of Work Orders | Count of work orders by cause for the current calendar year to date |
Fiscal Year to Date: Causes of Work Orders | Count of work orders by cause for the current fiscal year to date |
Year to Date: Work Order List | List of work orders by cause calendar year to date |
Fiscal Year to Date: Work Order List | List of work orders by cause fiscal year to date |
Job Repair Types
Widget / Sub-tab | Description |
|---|---|
Job Repair Types | Count of work order lines by repair type for the past six years |
Job List | List of work order lines filtered by repair type |
Year to Date: Job Repair Types | Count of work order lines by repair type for the current calendar year to date |
Fiscal Year to Date: Job Repair Types | Count of work order lines by repair type for the current fiscal year to date |
Year to Date: Job List | List of work order lines by repair type calendar year to date |
Fiscal Year to Date: Job List | List of work order lines by repair type fiscal year to date |
Comeback Rate by Region, Facility and Technician
Widget / Sub-tab | Description |
|---|---|
Year to Date: Region, Facility & Mechanic/Technician Drill Down Comeback Rate | Count of work order lines that have a repair type containing "Rework", "Comeback", or "Comeba" in their description, created in the current calendar year to date. Able to drilldown by Region, Facility and then Technician |
Fiscal Year to Date: Region, Facility & Mechanic/Technician Drill Down Comeback Rate | Count of work order lines that have a repair type containing "Rework", "Comeback", or "Comeba" in their description, created in the current fiscal year to date. Able to drilldown by Region, Facility and then Technician |
Year to Date: Work Order List | List of comeback work orders calendar year to date |
Fiscal Year to Date: Work Order List | List of comeback work orders fiscal year to date |
Scheduled vs Unscheduled Jobs
Widget / Sub-tab | Description |
|---|---|
Scheduled vs Unscheduled Jobs | Count of work orders for the past six years where work orders with a reason code containing "SCHEDULED", "ROUTINE", or "PM" are labeled as "Scheduled". All other work orders are labeled "Unscheduled and Other" |
Work Order List | List of work orders filtered by scheduled/unscheduled status |
Year to Date: Scheduled vs Unscheduled Jobs | Count of work orders for the current calendar year to date, labeled as Scheduled or Unscheduled and Other |
Fiscal Year to Date: Scheduled vs Unscheduled Jobs | Count of work orders for the current fiscal year to date, labeled as Scheduled or Unscheduled and Other |
Year to Date: Work Order List | List of work orders by scheduled/unscheduled status calendar year to date |
Fiscal Year to Date: Work Order List | List of work orders by scheduled/unscheduled status fiscal year to date |
FAQs & Tips
Q: Why isn't the dashboard loading? Some browser settings (cookie blockers, strict privacy modes) can prevent the dashboard from rendering. See the browser settings guide linked at the top of this page, or contact tech support.
Q: How is Scheduled vs Unscheduled determined? Work orders with a reason code containing "SCHEDULED", "ROUTINE", or "PM" are labeled as "Scheduled". All other work orders are labeled "Unscheduled and Other".
Q: What is the Comeback Rate based on? The Comeback Rate counts work order lines that have a repair type containing "Rework", "Comeback", or "Comeba" in their description.
Q: What does "to Date" mean in the six-year widgets? The "to Date" widgets show data for the past six years from today's date, giving a rolling historical view of causes, repair types, and scheduled vs unscheduled jobs.
Q: What is the difference between calendar year and fiscal year views? Calendar year views use Jan–Dec. Fiscal year views use your organization's defined fiscal year dates set in the system settings.
Q: Can I filter multiple values at once? Yes. Most filter fields support multi-select. Click the filter field and select as many values as needed.
Q: What do the right-click options on a widget do? Right-clicking on any widget opens a Chart Options menu with the following actions:
Option | Description |
|---|---|
Copy cell value | Copies the value of the selected data point to your clipboard |
Key driver analysis | Analyzes which factors are most influencing the metric in the selected widget |
View data | Displays a summary table of the data behind the widget |
Monitor in activity center | Not available in RTA |
Share | Not available in RTA |
Subscribe | Subscribe to receive scheduled email updates of the widget's data |
Alerts | Set up threshold-based alerts to be notified when a metric crosses a defined value |
Notes | Add or view notes attached to the widget for team collaboration |
Storytelling snapshots | Not available in RTA |
Download | Download the widget's data or chart as a file (e.g., CSV, image) |
See container options | Access additional options for the widget's container. Container options include: Full screen (expands the widget to full screen), Monitor in activity center (not available in RTA), Share (not available in RTA), Alerts (set threshold-based alerts on the container), and Notes (add or view notes on the container) |
Q: What do the selection toolbar icons mean? The toolbar icons appear at the top of the dashboard and allow you to interact with chart selections.
Icon | Name | Description |
|---|---|---|
 | Lasso/Selection Tool | Select one or more data points on a chart |
 | Clear Selection | Clears the current selection on the chart |
 | Cancel | Cancels the current action |
 | Confirm | Confirms the current action |
For more information on the M&R Dashboards, see the M&R Dashboards Overview.