Dashboard — User Guide

Module: Fixed Equipment
Audience: IT administrators, asset managers, operations leads
Version: 1.0.0
Last updated: 2026-07-22

Overview

The Dashboard is the Fixed Equipment home screen. It gives you a quick snapshot of how many assets, licenses, accessories, and consumables are registered, how assets are distributed across status labels, how items break down by category, and a log of recent check-in/check-out activity.

This screen is for monitoring only — you cannot create or edit records here. Use the sidebar menus (Assets, Licenses, and so on) for day-to-day work.

Prerequisites

View own limits the Recent activity table to actions you performed. Summary counts and the status chart still show organisation-wide totals.

Step-by-step: Read summary counts

1. Go to Fixed Equipment → Dashboard (this is the default landing page when you have access).
2. Review the four tiles at the top:
   • Total assets — active tagged equipment
   • Total licenses — software license records
   • Total accessories — loanable peripherals
   • Total consumables — quantity-based supplies

Expected result: Four numbers reflecting current active inventory. A new installation may show zeros until you add items.

Step-by-step: Assets by status chart

1. On the same page, find the Assets by status donut chart (left side of the middle panel).
2. Each segment is a status label (for example Deployable, Pending, Archived) with its share of all active assets.
3. Colours match the colours configured under Settings → Status labels.

Tip: If the chart is empty, you have no active assets yet, or no status labels are defined.

Step-by-step: Asset categories table

1. On the right side of the middle panel, review the Asset categories table.
2. Each row is a category from Settings → Categories.
3. Columns show how many assets, licenses, accessories, consumables, and components belong to that category.

Expected result: A cross-type count matrix useful for spotting category coverage gaps.

Step-by-step: Recent activity

1. Scroll to the Recent activity section at the bottom.
2. Review columns:
   • Date — when the action occurred
   • Admin — staff member who performed it
   • Action — check-in, check-out, or other logged event
   • Target — staff member, asset, or location involved (clickable link where available)
   • Notes — free-text note from the transaction
3. The table sorts newest first.

Expected result: A rolling audit trail of asset movements. With View own, you only see your own actions.

Common questions

Why do my activity rows differ from a colleague's?
If you have View own permission, the activity log is filtered to your user ID. Ask an administrator for global View if you need the full log.

Can I export the dashboard?
No built-in export on this screen. Use Reports → Activity for a fuller activity report with filters.

Why does the chart not match the Assets list filter?
The chart counts all active assets globally. List filters on the Assets page are independent.

Related screens

• Assets / Licenses / Accessories / Consumables — manage inventory
• Settings → Status labels — control chart segments
• Settings → Categories — control category matrix rows
• Reports → Activity — extended activity history