Operational Dashboard in Maximo Manage

Operational Dashboard Cards

Card is a configurable visual entity in the Maximo Operational Dashboard which helps to display operational information and details. Card is categorized into Standard or Preconfigured.

Standard cards contains list of cards from Standard Card Gallery that can be added to the Operational Dashboard and configured as per the business needs.

Peconfigured cards are predefined cards with default configurations that can be added to the Operational Dashboard.

Each card will be having 2 tabs Basic and Advanced.

The Basic tab is used to configure the card’s title, subtitle, description, and display settings, such as card width and height. These settings help define how the card is identified and displayed on the Operational Dashboard. The Basic tab configuration options are depicted below.

Advanced tab is used to configure the card’s content and behaviour. The available settings depend on the selected card type, such as selecting KPIs, configuring charts, choosing data sources, selecting work queues, or specifying applications and quick actions. Advance tab settings for the available cards are depicted below.

Operational Dashboard Card Types Purpose

Card Types	Details
KPI Trend	Displays a selected KPI over a specified time range and allows comparison with up to nine other KPIs using line, area, grouped bar, stacked bar, or scatter charts.
KPI Comparison	Compares up to nine KPIs in a graphical format using line, bar, pie, or donut charts.
KPI Value	Displays the current value of a selected KPI on the card.
Value	Displays the main and secondary values from a selected data source.
Favorites	Provides quick links to frequently used applications, such as Assets and KPI Manager.
Bulletin Board	Displays maximo bulletin board messages. Used to show work orders in map.
Map	Display geospatial data and location-based information
Quick Actions	Provides shortcuts to common tasks, such as creating a work order or location.
Table	Displays data from a selected data source in a table, with configurable columns and rows per page.
Work Queues	Displays selected work queues in tabular or graphical formats and supports actions on work queue records where configured.
External Content	Displays content from a specified external URL within the card.
Threshold Tile	Displays a selected threshold and its associated status or information on the card.

Operational Dashboard Types

Private Dashboard : A private dashboard allows a user to create and customize a personal workspace by adding cards such as KPI values, KPI trends, work queues, favorites, and quick actions. It is intended for individual use and is not visible to other users as a shared dashboard.

Operational Dashboard vs Start Center

How Operational Dashboard Works

Create Operational Dashboard

• Log in to Maximo Manage
• Click Operational Dashboard from the side navigation menu.
• Click three-dot -> Create dashboard.

• In the Create Dashboard window
  • Name for the dashboard
  • Select Default if you want the dashboard to appear as the first tab in the Operational Dashboard (Optional)
  • Select Public if the dashboard should be available to other users through the appropriate security group permissions (Optional)
• Click Save
• Configure Required Cards with the respective data sources
• Click Save

Grant Access to Operational Dashboard

1. Navigate to Security Groups application
2. Select the security group for which Operational Dashboard access is needed
3. Click on Applications tab -> Applications section -> Click Open filter -> Search Operational Dashboard in the Description field.
4. In the Options for Operational Dashboard section, select Actions > Add/Modify Signature Options.
5. In the Add/Modify Signature Options dialog, click the New row icon to add a signature option or use an existing signature option.
6. Below are the existing signature options. Grant access to the below options.
   • Create private dashboard : Create, edit, duplicate, view, and delete a private dashboard
   • Create public dashboard : Create, edit, duplicate, view, and delete a public dashboard
   • Delete private dashboard : Delete private dashboards created by users.
   • Hide public dashboard : Hide public dashboards
   • Read public dashboard : View public dashboards created by other users
7. Click Save

Grant Public Dashboard Access

1. Navigate to Security Groups application
2. Select the security group
3. Click on the Operational Dashboard tab.
4. Click the Select Dashboard views button.
5. In the Select Dashboards window, select the public dashboards which need to be granted access
6. Click OK.

Make Operational Dashboard as Default Landing Page

1. Navigate to Security Groups application
2. Select the security group
3. Click on the Group tab.
4. Select OPDASHBOARD for Default Application field.
5. Click Save

Key Benefits

• Displays insights in one place, reducing the need to navigate between multiple applications.
• Helps users monitor key data and identify issues that require attention.
• Enables users to track Key Performance Indicators (KPIs) and evaluate maintenance performance.
• Helps users identify trends over time using graphical KPI visualizations.
• Provides relevant maintenance/operational information to support actions and decisions.
• Allows users to customize dashboards according to their roles, responsibilities, and preferences.
• Provides shortcuts to frequently used applications through Favorites cards.
• Enables users to access common activities through Quick Actions cards.
• Helps users review their assigned records and stay informed about their work responsibilities.
• Allows users to monitor selected work queues and identify records requiring attention or action.
• Helps users review workflow assignments that are pending, due soon, or overdue.
• Presents data through charts, tables, KPI values, and other visual components, making information easier to understand.
• Enables users to view information on maps, where configured.
• Allows public dashboards to share relevant operational information with authorized users across teams.
• Reduces time spent searching for information and navigating applications, helping users focus on maintenance priorities and daily tasks.