Analytics: How to Use the Maintenance Pro Open Dashboard

The Maintenance Pro Open Dashboard efficiently monitors active and upcoming maintenance routines. This guide outlines the dashboard’s features, controls, visuals, and best practices to help you maximize its functionality.

Key Features

Top-Level Metrics and Toggles

At the top of the dashboard, you’ll find toggles and key metrics:

• Open/Closed Toggle: Switch between open and closed maintenance and inspection checklists. This guide focuses on the Open Maintenance view.

• Summary Metrics:

  • Total number of open checklists.

  • Percentage of overdue items (highlighted in red for visibility).

  • Breakdown of upcoming items by due dates (e.g., overdue, due today, within 7 days, within 30 days, and beyond).

  • Percentage of items tied to critical systems vs. non-critical systems.

  • "N/A" indicates items not linked to a specific component (e.g., general inspections).

Dynamic Breakdown and Categorization

The dashboard allows for flexible categorization of maintenance checklists:

• Group by Division: See data organized by operational divisions.

• Group by Asset: View maintenance grouped by individual assets.

• Group by Component Type: Focus on specific system categories (e.g., engines, generators).

• Leveled Components: Use Level 1 and Level 2 hierarchy to analyze maintenance at different levels:

  • Example: Propulsion (Level 1) > Port Main Engine (Level 2) > Gauges (subcomponents).

  • View KPIs and overdue percentages at any level.

Checklists by Frequency

On the right side, checklists are categorized by their frequency:

• Cumulative Readings (Running Hours): Instantly filter data based on operational hours.

• Time-Based Maintenance: View checklists scheduled daily, weekly, monthly, quarterly, etc.

• Custom intervals are grouped logically (e.g., 88-92 days flagged as quarterly).

Detailed Insights and Overdue Tracking

Scrolling down reveals additional details:

• Checklist Details:

  • Checklist descriptions, due dates, current status (on-time or overdue), and assigned individuals.

  • Frequencies and thresholds (e.g., "due every 500 hours").

• Overdue Metrics:

  • Negative hours indicate how far past due a checklist is.

  • Overdue items are flagged prominently.

• Assigned To:

  • See who each checklist is assigned to and their overdue percentages.

  • Compare overdue metrics across the fleet and against the fleet average.

Interactive Visuals and Filters

All visuals are clickable and update the dashboard dynamically:

• Quick Filters:

  • Click any category (e.g., overdue, specific component) to filter the data.

• Detailed Filters:

  • Adjust timeframes, component types, and frequencies to refine your view.

  • Use cumulative readings or time-based schedules for specific analysis.

How to Use the Dashboard

Step 1: Select Filters

Use the filters at the top of the dashboard to customize your view:

• Choose from available categories (division, asset, component type, etc.).

• Select a timeframe (e.g., overdue, due in less than 7 days).

Step 2: Review Summary Metrics

Start with the top-level summary:

• Note the total number of open checklists and their overdue percentages.

• Review the breakdown of checklists by due dates.

• Identify critical system components for prioritization.

Step 3: Group by Hierarchy

• Use the leveled component hierarchy to analyze maintenance at system or subcomponent levels.

  • Example: Analyze propulsion vs. individual engines within the system.

Step 4: View by Frequency

• Use the right-side panel to focus on specific checklist frequencies (e.g., running hours or quarterly checklists).

• Click on a frequency type to filter the dashboard and narrow your analysis.

Step 5: Click to Filter

Interact with the visuals to drill down further:

• Select a specific category (e.g., overdue items for engines).

• View detailed checklist breakdowns, including descriptions and due dates.

Step 6: Assigned To Checklist

• Identify who is assigned to each checklist and their current on-time/overdue rates.

• Use this view to track accountability and address overdue maintenance.

Notes on the Data Presented

Overdue Calculations

• Overdue checklists are counted once, even if they are repeatedly missed. For example, a daily checklist missed for two weeks counts as one overdue item.

• Negative hours indicate the extent of overdue maintenance.

• We currently base the determination of Overdue on the due date. This means that for templates that have a grace period defined, the calculations here do not consider any grace period. Future iterations of the dashboard may incorporate a more nuanced consideration of this feature.

Missed Instances

We are not counting repeated, missed instances more than once. For example, if you have a daily checklist that has been missed for two weeks, it will count as 1 in the dashboard, not 14.

Dynamic Filters and Hierarchies

• Leveled components allow for nuanced analysis of systems and subsystems.

• Custom frequencies group intervals logically to enhance visibility.

Fleet Averages and Comparisons

• Fleet-level metrics provide context for individual asset performance. Use fleet averages to benchmark overdue percentages.

• Items without due dates are included in the overall calculations as they are open checklists or inspections that should be completed. However, as they do not have a due date, they are counted as being “on time.”

Best Practices

• Regularly update filters to ensure you’re focusing on the most relevant checklists.

• Use KPIs and overdue metrics to prioritize maintenance efforts.

• Leverage leveled components and frequencies for targeted insights.

• Assign maintenance checklists to specific individuals to improve accountability and visibility.

• Monitor fleet averages to identify outliers and address gaps in performance.

By following these steps and utilizing the features of the Open Maintenance Dashboard, you can efficiently track and manage active maintenance checklists, reduce overdue items, and maintain fleet health.