Manage supervisor console

Overview

The Supervisor Console gives you a clear dashboard with important metrics, charts, and filters tailored to your needs. You can easily customize views, track key data, and manage multiple workspaces all in one place.

Things to know

• The columns and filters available in widget types may vary depending on the specific widget you select and the data it is designed to display. Different widget types offer different filtering options and display settings to ensure you can tailor the widget to your specific needs and focus on relevant data.

• In the widget types, there are also donut chart widgets. Two examples are Dispatch Pro Revenue Impact and Dispatch Pro Revenue Impact. Both charts display impact data and are represented as donut charts.

• There are also badge widget types, one of which is the Average Ticket. The Average Ticket widget displays the average amount billed for each job based on your current selection, helping you understand the typical value of each job within the filtered data.

Access and managing the Supervisor Console workspace

1. To access the Supervisor Console do one of the following:

   1. Go to the navigation bar, click Dispatch > Supervisor Console.

   2. If you are already on the Dispatch Board, from the Dispatch Pro dropdown, select Supervisor Console.

2. On the Supervisor Console screen that opens, you can do one of the following:

   1. View a default workspace that includes a variety of example widgets showing the different types of available data that covers the last 30 days.

   2. Click Edit Workspace to change its name or remove it.

      Tip: If you remove the workspace, you can always restore it by clicking Restore Default.

   3. Create a new workspace. For more, see Create a new widget.

      Note: You can create an unlimited number of workspaces.

   4. Duplicate an existing workspace. For more, see Duplicate a workspace.

Create a new workspace

1. Click Add Workspace.

2. On the Add Workspace pop-up window that opens, enter the workspace name, then click Add.

3. Click Add Widgets to configure your workspace.On the Add Widget screen that opens, you can see multiple widgets available to choose from, organized with section dividers for easy separation. Some widgets are small, while others are larger. There are also a few scorecards available.

   Tip: Use the Search field to find the specific widget type you want.

4. Click the widget type you want to create. For example, we will now create a Technician Productivity Performance widget.

5. On the Widget Create: Technician Productivity Performance screen that opens, start configuring your widget.

6. In the Widget Title field, update the widget name if needed.

7. Set up widget filters:

   Note: Each widget has its own unique set of available filters.

   1. Technician Business Units: Filter by specific business units to narrow down the data to only include technicians working within the chosen business units.

   2. Technician Zones: Use this filter to define the zones in which your technicians operate.

   3. Technician Skills: Filter by skills to focus on technicians with certain expertise.

   4. Technician Teams: Narrow data to specific teams of technicians for team-based analysis.

   5. Technicians: Select individual technicians to view their specific performance.

   6. Date Range: Set a date range to filter data by the desired time period.

8. In the Table Options section:

   1. In the Default Page Size field, specify the number of rows to display per page.

   2. Select which columns to display in the table by enabling or disabling the available options.

   3. Enable or disable color coding based on performance metrics.

   4. Drag and drop the columns to change their order in the table.

      Tip: In the Widget Visualization Options section, it shows how the table will look.

9. When finished, click Create.

The workspace has been created. To manage the workspace, see Manage a workspace.

Duplicate a workspace

You can duplicate existing workspaces then customize the workspace to fit your needs. This saves you time from having to create workspaces from scratch each time.

1. Click Duplicate Workspace.

2. In the Duplicate Workspace pop-up that opens:

   1. Enter a Workspace Name.

   2. Select the Business Units you want to include.

   3. Select the Zones you want to include.

   4. Select the Date Range for the workspace. This is set to Last 30 Days by default.      

      Note: You can adjust the Business Units, Zones, and Date Range filters at any time for the workspace.

   5. (Optional) Select Make this workspace public to publish this workspace.

      Note: Unpublished workspaces are visible to office employees with Edit Supervisor Console permission only. Published workspaces are visible to office employees with both Edit and View Supervisor Console permissions. Office employees with Edit permissions can edit, publish and unpublish any workspace.

3. When finished, click Save.

4. Click Edit Widgets to make changes to the widgets in the workspace as needed.

5. When finished, click Save Widgets.

Manage a workspace

To manage the workspace you created:

1. Click Refresh Widget Datato update the workspace with the latest data.

2. Click Publish Workspace to share the workspace with other users.

   Note: Unpublished workspaces are visible to users with Edit Supervisor Console permissions only. Published workspaces are visible to users with both Edit and View Supervisor Console permissions. Users with Edit permissions can edit, publish and unpublish any workspace.

    

3. Click Edit Widgets to remove widgets, edit widget settings, or add new widgets. Make sure to click Update after updating a widget.

   Tip: Drag the arrow icon located in the corner of the widget to resize it. This allows you to adjust the widget's dimensions to fit your workspace layout and better visualize the data.

   

4. When finished updating the workspace, click Update, then Save Widgets.

Understand different widget types

The console uses different visual formats to display data based on the level of detail you need.

Want to learn more?

• See Dispatch Pro overview