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Site overview user guide

The Site Overview gives you a real-time, map-based view of your site, showing the status and progress of assets, work orders, milestones, permits, and personnel in one place. Use it to monitor activity, identify issues, and navigate to detailed asset information quickly.

Key features

1. Tracking milestones

Viewing milestone progress

Visual progress indicators on each asset marker show milestone completion status at a glance:

  • Green bars indicate completed milestones

  • Yellow/gold bars show in-progress milestones

  • Gray bars represent not-started milestones

A progress counter below each marker shows completed vs. total milestones (e.g., 3/5).

Milestone dashboard

When no asset is selected, the side panel displays site-wide 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:

  • Asset name and asset ID

  • Milestone names

  • Estimated dates

  • Actual completion dates

  • Current status

Note: The tooltip icon reflects the asset type (e.g., cable, equipment, structure). See Icon reference for details.

2. Tracking work orders

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, each displayed as an individual sector in the progress tracker on the asset marker:

Status Color
Completed Green
In Progress Yellow/Gold
Not Started Gray
Blocked Red

Each sector in the progress ring represents one work order, so you can immediately see the distribution of statuses across all work orders for that asset without opening the side panel.

Filtering work orders

  • Filter by specific work order plans

  • Filter by date range

  • View aggregated data across multiple plans

3. Tracking permits

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 on map

A personnel count badge shows the number of people assigned to each asset. The badge only appears 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 to help identify unassigned resources.

Switching between tracking views

Use the toggle at the top of the dashboard to switch between:

  • Milestones

  • Work Orders

  • Permits

  • Personnel

Map markers and the side panel update automatically to reflect the active view.

Map features

Asset labels

You can show or hide labels on asset markers directly from the map. Labels display contextual counts relevant to the active tracking view, such as Work Order Count, Permit Count, or Personnel Count.

To toggle asset labels:

  1. Open the Site Overview.

  2. Click the Label toggle in the map toolbar.

  3. Labels appear on or disappear from all asset markers immediately.

This is useful when working with dense sites where labels may overlap, or when you want a cleaner view for presentations and screenshots.

Asset IDs on map

Each asset marker displays the Asset ID so you can quickly identify and reference specific assets on the map without needing to open the side panel. The Asset ID is also shown in the asset tooltip when you hover over a marker.

Visual map markers

  • Color-coded asset status

  • Progress rings with individual sectors per work order status (Completed, In Progress, Not Started, Blocked)

  • Icon badges for permits and personnel

  • Warning indicators for issues

Interactive tooltips

Hover over a marker to see:

  • Asset name and Asset ID

  • An icon reflecting the asset type (e.g., cable, equipment, structure, instrument)

  • Summary statistics

  • Status indicators

  • Relevant counts

Asset type icons in the tooltip help you quickly distinguish between different types of assets on complex sites.

Marker filtering

  • Toggle personnel markers on/off

  • Toggle permit indicators on/off

  • Filter by work packages or date ranges

Filters and date ranges

Filter panel

Filter the map and dashboard by:

  • Work packages

  • Work order plans

  • Date ranges

  • Permit statuses

Date range selection

  • Preset ranges: 24 hours, 7 days, 30 days

  • Custom date ranges via the calendar-based date picker

Asset side panel

Click any asset marker to open a detailed side panel with the following collapsible sections:

  • Milestones

  • Work Orders

  • Permits

  • Personnel and Teams

  • Skills

  • Subassemblies

Each section can be expanded or collapsed independently.

Cropping the site overview snapshot in Reports

When including the Site Overview in a Report, you can crop the snapshot to focus on a specific area of the map before it is added to the report output.

To crop the site overview snapshot:

  1. Open the Reports module and navigate to the report that includes a Site Overview snapshot.

  2. Click the Site Overview snapshot element to select it.

  3. Click Crop in the element toolbar.

  4. Drag the crop handles to define the area you want to include.

  5. Click Apply to confirm the crop.

Things to know:

  • Cropping only affects how the snapshot appears in the report — the live Site Overview map is not changed.

  • You can re-crop or reset the crop at any time while editing the report.

  • Cropping is useful for large or complex sites where you want to direct the reader's attention to a specific zone or group of assets.

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

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

Icon reference

Icon Meaning
📅 Calendar Date indicators
⚠️ Alert Warnings or issues
✓ Check Completed items
📄 File Permits
👤 Person Personnel
Asset type icons Reflect the specific asset type in the tooltip (e.g., cable, equipment, instrument, structure)

Best practices

  • Review the Site Overview daily to stay on top of site activity

  • Address warnings promptly, especially expired permits

  • Use filters to focus on relevant work packages or date ranges

  • Track trends using the timeline charts in each dashboard view

  • Verify personnel allocation regularly

  • Keep statuses up to date for accurate reporting

  • Use asset labels selectively — hide them on dense maps to reduce clutter

  • When creating reports, crop site overview snapshots to highlight specific areas of interest

Tips for efficient use

  • Switch tracking views to focus on milestones, work orders, permits, or personnel independently

  • Use the progress ring sectors to quickly assess the distribution of work order statuses without clicking into an asset

  • Click asset markers for detailed side panel information

  • Use custom date ranges when preparing reports for specific time periods

  • Export data for external reporting needs

  • Data updates automatically in real time — no manual refresh required