Site Overview User Guide

Key Features

1. Tracking Milestones

The milestone tracking system helps you monitor progress across all assets at your site.

Viewing Milestone Progress

Visual Progress Indicators: Each asset marker displays a progress bar showing milestone completion status
- Green bars indicate completed milestones
- Yellow/gold bars show in-progress milestones
- Gray bars represent not-started milestones
Progress Counter: Shows completed vs. total milestones (e.g., 3/5)

Milestone Dashboard

When you click on an asset, the side panel displays detailed milestone information:

Summary Cards:
- Total number of assets
- Overall milestone progress
Milestone Chart:
- Completion trends over time
- Configurable time ranges (24 hours, 7 days, 30 days, or custom)
- Indicators for estimated vs. actual completion dates
Milestone List:
- Milestone name
- Completion status (X/Y completed)
- Recent completions within 24 hours, 7 days, and 30 days

Milestone Tooltips

Hover over any asset marker to see:

Milestone names
Estimated dates
Actual completion dates
Current status

2. Tracking Work Orders

The work order tracking system supports Work Order Plans, which replace the previous sequence-based approach.

Work Order Plans Overview

Work order plans group related work orders by template
Each plan can contain multiple work order templates
Hierarchy: Plan → Template → Individual Work Orders

Work Order Dashboard

The dashboard provides comprehensive work order analytics:

Summary Cards:
- Total number of assets
- Average work order progress across all assets
Work Order Chart:
- Completion trends over the selected time period
- Comparison between completed and total work orders
- Time-based filtering (24 hours, 7 days, 30 days)
Work Order Plan Table:
- Plan name
- Overall completion statistics (completed/total)
- Breakdown by time period (24h / 7d / 30d)
- Template-level details when expanded

Work Order Status Categories

Work orders are tracked across four statuses:

Completed
In Progress
Not Started
Blocked

Filtering Work Orders

Filter by specific work order plans
Filter by date range
View aggregated data across multiple plans

3. Tracking Permits

The Permit to Work tracking system helps monitor safety and compliance across the site.

Permit Counts on Map

Asset markers display permit indicators:

Approved Permits: Green checkmark with count
Issued Permits: Blue checkmark with count
Expired Permits: Red checkmark with count

Permit Dashboard

The side panel provides detailed permit insights:

Summary Cards:
- Number of assets
- Total permits in use
Permit Status List:
- Draft
- Created
- Approved
- Rejected
- Preparation Completed
- Issued
- Active
- Cleanup Completed
- Suspended
- Closed
- Canceled
- Requested
- Approval Pending

Permit Details Table

Permit name
Current status (color-coded pill)
Associated work orders
Warning indicators for expired permits

Expired Permit Warnings

Expired permits show a red alert icon (⚠️)
Tooltips explain the reason for the warning
Helps ensure safety and compliance

4. Tracking Personnel

Personnel tracking provides visibility into workforce allocation and location.

Personnel on Map

Personnel Count Badge: Shows number of people assigned to each asset
Badge appears only when personnel are present

Personnel Dashboard

Summary Cards:
- Number of assets
- Total active personnel
Personnel Location List:
- Employee name
- Assigned asset
- Real-time location
Personnel Details:
- Roles
- Department assignments
- Skills and qualifications

Personnel and Teams Section

In the asset side panel:

Grouped by teams
Individual employee details
Role and department information
Expandable nested tables

No Personnel Message

When no personnel are assigned:

An informative empty-state message is shown
Helps identify unassigned resources

Switching Between Tracking Views

Use the view switcher to toggle between tracking modes:

Milestones
Work Orders
Permits
Personnel

Use the toggle at the top of the dashboard
Map markers and side panel update automatically
All data reflects the active view

Map Features

Visual Map Markers

Color-coded asset status
Progress bars for completion
Icon badges for permits and personnel
Warning indicators for issues

Interactive Tooltips

Hover over a marker to see:

Asset name
Summary statistics
Status indicators
Relevant counts

Marker Filtering

Toggle personnel markers
Toggle permit indicators
Filter by work packages or date ranges

Filters and Date Ranges

Filter Panel

Work packages
Work order plans
Date ranges
Permit statuses

Date Range Selection

Preset ranges: 24 hours, 7 days, 30 days
Custom date ranges
Calendar-based date picker

Asset Side Panel

Click an asset marker to open a detailed side panel with collapsible sections:

Milestones
Work Orders
Permits
Personnel and Teams
Skills
Subassemblies

Each section can be expanded or collapsed as needed.

Understanding the Data Displays

Completion Statistics Format

X/Y (A/B/C)

X = Completed
Y = Total
A = Completed in last 24 hours
B = Completed in last 7 days
C = Completed in last 30 days

Status Color Coding

Green: Completed / Approved / Active
Yellow/Gold: In Progress / In Review
Gray: Not Started / Inactive
Red: Blocked / Expired / Critical

Icon Reference

📅 Calendar – Date indicators
⚠️ Alert – Warnings or issues
✓ Check – Completed items
📄 File – Permits
👤 Person – Personnel

Best Practices

Review the Site Overview daily
Address warnings promptly, especially expired permits
Use filters to focus on relevant data
Track trends using timeline charts
Verify personnel allocation
Keep statuses up to date for accurate reporting

Tips for Efficient Use

Switch views to focus on specific areas
Click assets for deeper insight
Use custom date ranges for reporting
Export data for external reporting
Data updates automatically in real time