Purpose Statement

The Assets Dashboard provides a centralized view of all asset-related activities and responsibilities for users within the Assets Module. This dashboard enables field personnel and administrators to quickly access apparatus checks, equipment assignments, kit management, and work orders from a single location. The dashboard streamlines daily operational workflows by presenting relevant information based on user assignments and filtering preferences.

Background Information

The Assets Dashboard serves as the primary landing page within the Assets Module, offering users immediate visibility into their assigned assets, scheduled checks, and pending work orders. This feature is designed to reduce navigation time and improve efficiency by consolidating critical asset management information in one location.

Common Use Cases:

• Starting shift with apparatus checks
• Monitoring equipment and kit assignments
• Tracking work order status
• Viewing scheduled checks across all asset types
• Managing overdue or incomplete checks

Prerequisites:

• Active First Due user account
• Assignment to a station (if using Scheduling module)
• Appropriate permissions to view and complete checks

Required Permissions

To access and utilize the Assets Dashboard functionality, users need the following permissions:

• View Assets Dashboard - Allows access to the dashboard interface
• View Apparatus Checks - Required to see assigned apparatus and checks
• Start/Complete Checks - Needed to initiate and finish asset checks
• View Equipment - Required for Assigned Equipment section visibility
• View Kits - Required for Assigned Kit section visibility
• View Work Orders - Needed to see work orders in My Work Orders section

Note: Delete permissions for checklist history are role-dependent and configured by administrators.

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Step-by-Step Guide

1. Access the Assets Dashboard

Select the First Due (FD) icon in the upper left corner. Select Assets and then Dashboard.

2. Navigate to My Apparatus

Selecting My Apparatus will take users to the overview of their assigned apparatus in Apparatus Checks.

3. Use the Station Filter

The station filter allows users to change the displayed station.

Note: The filter is loaded with the first station as the default if an assignment has been defined for the authenticated user in the Scheduling module. If your agency does not use First Due's Scheduling module, this will become a sticky filter for whatever station the logged-in user selects.

4. Apply the Apparatus Filter

With the Apparatus filter, users can filter to specific apparatus.

Users are able to select other apparatus they may be responsible for beyond their primary apparatus assignment, if applicable.

5. Review Due Today Section

Due Today displays all scheduled checks that are due that day regardless of asset type.

Note: Selecting Start Check from Due Today will take users directly into the checklist. Once the check has been completed, it will NOT show back up in Due Today until the next occurrence of that scheduled day.

6. Explore Asset Type Tabs

The Location, Apparatus, Equipment, and Kit tabs will show all checklists for the selected asset type.

Note: Selecting Start Check from one of these tabs will open the modal described in the next step.

7. Use the Check Modal

Select Start Check from either asset type. This modal will display all checks regardless of schedule type (On Demand, Scheduled, Overdue, etc.). These same options are available in the Checklist Section of Apparatus, Station, Equipment, and Kit Checks.

      Available Tab: Shows either On Demand or scheduled checklists that are due today or upcoming. This will also show Overdue checklists.

1. Join - A user is already inside the checklist
   
2. Resume - The checklist was saved as a draft and can be resumed where left off
   

      History Tab: Allows users to view the checklist history for that asset with the following actions available:

• Delete (permission dependent) - Deletes the checklist record
• Print - Generates a .pdf to be saved locally or printed
• View - Shows the Checklist record

8. View Assigned Equipment

The Assigned Equipment section displays any equipment assigned to the logged-in user.

This section also displays any scheduled checks that are due or overdue for that equipment, and checks can be initiated directly from here.

"Go To" Hyperlink: The link in the top right-hand corner of this section will direct the user to the Equipment List with filters set to show only equipment assigned to the logged-in user.

9. View Assigned Kits

The Assigned Kit section displays any kits assigned to the logged-in user.

This section also displays any scheduled checks that are due or overdue for those kits, and checks can be initiated directly from here.

"Go To" Hyperlink: The link in the top right-hand corner of this section will direct the user to the Kit List with filters set to show only kits assigned to the logged-in user.

10. Monitor My Work Orders

The My Work Orders section shows any open work orders assigned to or submitted by the logged-in user.

Actions Available:

• Selecting the "Eyeball" or view icon will open the work order in read-only mode
• Selecting the Checkbox icon or hyperlink in the top right-hand corner will direct the user to the Work Order Boards

Best Practices

• Start Your Shift Here: Use the Assets Dashboard as your first stop when beginning a shift to review all assigned checks and work orders
• Filter Strategically: Set your station and apparatus filters at the start of your shift to focus on relevant assets
• Monitor Due Today: Check the Due Today section regularly throughout your shift to stay on top of scheduled checks
• Use Quick Links: Take advantage of the hyperlinks in Assigned Equipment, Assigned Kits, and My Work Orders sections for faster navigation to detailed views
• Address Overdue Checks Promptly: Incomplete or overdue checks will remain visible until completed—prioritize these to maintain compliance
• Join Collaborative Checks: If you see incomplete checks that others have started, use the Join function to contribute to team-based check completion
• Review History When Needed: Use the History tab in the check modal to verify previous check results or identify recurring issues

Troubleshooting & FAQs

Q: Why don't I see a specific station in the station filter?

A: If you're using the Scheduling module, only stations where you have an active assignment will appear. If not using Scheduling, you should see all stations in your agency. Contact your administrator if expected stations are missing.

Q: A completed check is still showing in Due Today. Is this an error?

A: No, this is expected behavior. Checks will continue to appear in Due Today until the next scheduled occurrence date. For example, a daily check completed this morning will reappear tomorrow.

Q: I can't delete checklist history. Why not?

A: Delete permissions for checklist history are role-dependent. Contact your administrator if you believe you need this permission.

Q: Why don't I see any Assigned Equipment or Assigned Kits?

A: Equipment and kits must be specifically assigned to your user account. Contact your supervisor or administrator to request equipment/kit assignments.

Q: The apparatus filter shows apparatus I'm not assigned to. Should I see these?

A: Yes, this is intentional. The filter allows you to view apparatus beyond your primary assignment if you have responsibilities for multiple apparatus (e.g., relief assignments, training, supervision).

Q: Work orders aren't showing in My Work Orders section. Where are they?

A: The My Work Orders section only displays open work orders that are either assigned to you or submitted by you. Closed work orders or those assigned to others won't appear here. Use the Work Order Boards hyperlink for a complete view.

Q: What's the difference between "Resume" and "Join" for incomplete checks?

A: Resume allows you to continue a check you previously started. Join allows you to contribute to a check that another user has started, enabling collaborative check completion.

Q: Can I start a check from multiple locations on the dashboard?

A: Yes, checks can be started from Due Today, the specific asset type tabs (Station, Apparatus, Equipment, Kit), or the Assigned Equipment/Assigned Kit sections. All paths lead to the same check completion process.