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Fixflo Manager Features

Multiple Dashboards Course


Description
This short course will help you better understand how you can use the multiple dashboard feature which is part of our Fixflo Manager package. By completing this course you will understand how to create new dashboards and new panels to view the exact data you want to see and build better team processes.

This course will save your progress, so you can revisit modules at any time.

Enjoy the course!
Content
  • course agenda
  • Multiple dashboard course agenda
  • Introduction to multiple dashboards (3 minutes)
  • Video: Introduction to multiple dashboards (2 minutes)
  • Upgrade to Fixflo Manager
  • Key learnings: Introduction to multiple dashboards
  • How to add dashboards onto Fixflo (8 minutes)
  • Video: How to add dashboards onto Fixflo (2 minutes)
  • Key learnings: How to add dashboards onto Fixflo
  • Quiz: How to add dashboards onto Fixflo (3 questions)
  • Video: How to manage your existing dashboards (1 minute)
  • Key learnings: How to manage existing dashboards
  • Quiz: How to manage existing dashboards (1 question)
  • How to create new panels for your dashboards (6 minutes)
  • Video: How to create new panels for your dashboards (3 minutes)
  • Key learnings: How to create new panels for your dashboard
  • Quiz: How to create new panels for your dashboard (2 questions)
  • Video: How to manage your existing dashboard panels (1 minute)
  • Key learnings: How to manage your existing dashboard panels
  • Configuring your dashboard panels (6 minutes)
  • Video: Configuring your dashboard panels (4 minutes)
  • Key learnings: Configuring your dashboard panels
  • Interaction slide: Configuring your dashboard panels (1/2)
  • Interaction slide: Configuring your dashboard panels (2/2)
  • Examples of multiple dashboards (20 minutes)
  • Video: Examples of creating dashboard panels (10 minutes)
  • Interaction slide: Create a new dashboard - Planned maintenance
  • Interaction slide: Create a new panel - Service events due next month (1/2)
  • Interaction slide: Create a new panel - Service events due next month (2/2)
  • Interaction slide: Create a new panel - Overdue gas safety certificates
  • Interaction slide: Create a new panel - Gas safety certificates due next week
  • Interaction slide: Create a new panel - Remedials
  • Interaction slide: Create a new dashboard - Contractor metrics
  • Interaction slide: Create a new panel - Overdue jobs for a specific contractor
  • Interaction slide: Create a panel - Different statuses per contractor (1/2)
  • Interaction slide: Create a panel - Different statuses per contractor (2/2)
  • Interaction slide: Create a dashboard - Track your agents
  • Interaction slide: Create a panel - Overdue jobs for a specific agent
  • Interaction slide: Create a panel - All unassigned properties
  • Creating panels using tags (8 minutes)
  • Video: Creating panels using tags (3 minutes)
  • Key learnings: Creating panels using tags
  • Quiz: Creating panels using tags (2 questions)
  • Interaction slide: Tagging issues
  • Interaction slide: Create a new panel - When using tags
  • feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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