Introduction
Your daily overview, the screen headed Operational manager with Your daily overview underneath, is not fixed. Behind it sits a settings panel headed Choose what you want to see on your Operational Manager, with eighteen switches: fourteen under Aggregations for the counter tiles, and four under Lists for the working tables below them. Every switch is yours alone. Switching Overdue off takes it off your screen and nobody else's; switching it back on brings back a current number straight away.
The panel is laid out simply: the heading at the top, then the Aggregations group, then the Lists group, and the Save and Cancel buttons at the bottom.
This matters more than it sounds, because three of the eighteen start switched off for everybody. If you have never opened the panel, there are two counters and a whole inspection list you have never seen.
You will use it when:
- you just want to check which tiles you have switched on and which you have not
- your screen is cluttered with counters you never act on
- a colleague mentions a tile you do not have
- you have taken on inspections or invoicing and want those numbers in front of you
What each tile counts, and where clicking it takes you, is explained on Check your daily overview. This page is only about which of them you see.
Words this screen uses
| The screen says | It means |
|---|---|
| Aggregations | The counter tiles along the top of your daily overview |
| Lists | The working tables underneath the counters |
| ASI due within 30 days | The list of vehicles whose Annual Safety Inspection (ASI) — the periodic roadworthiness test — is coming up |
| RFP | Request for proposal — a customer asking you for a price proposal |
How to use
Configuration
There is nothing to set up first, and nobody else sets this up for you. The first time you open your daily overview, a set of switches is made for you with fifteen of the eighteen switched on, so a colleague who started this morning already has a working screen rather than an empty one.
Before you start: nothing here needs special rights — every signed-in member of staff can change their own tiles, and no change touches anybody else's screen. You do need to be on your daily overview, the screen headed Operational manager.
Using the settings panel
From the main menu, click Operational — or just sign in, which puts you on your daily overview.
- Click the small tab with an eye icon on the right-hand edge of the screen. It has no caption. The panel slides in from the right: about a quarter of the screen on a desktop, nearly all of it on a phone.
- Work down the Aggregations group. Each counter has a Yes/No switch; set Yes for the tiles you want to see.
- Carry on into the Lists group and do the same for Pickup list, Dropoff list, Upcoming maintenance and ASI due within 30 days.
- Click Save. The panel closes and your screen redraws with the tiles you kept.
- To back out without changing anything, click Cancel or click anywhere outside the panel. Both close the panel and throw away what you changed since you opened it.
When it worked, the tiles you set to Yes show on your daily overview, each with a current number, and the ones you set to No are gone. Undoing a change is the same steps again: open the panel, set the switch back, and click Save.
Key details
What you get before you touch anything. Skim this once; it is the answer to most "where has that tile gone?" questions. Fifteen switches start on; three start off until you turn them on yourself:
| Starts on | Starts off |
|---|---|
| To be scheduled, Pickups, Dropoffs, Overdue | Available assets |
| Transports, Maintenance, Qoutes overdue | Inspection control |
| To be invoiced, Pending lease invoices, Contact | ASI due within 30 days |
| RFP, Pending Payment Requests | |
| Pickup list, Dropoff list, Upcoming maintenance |
Four switches are worded differently from the tile they control. Look for the switch's own name, or you will hunt for something that is not there:
| The switch says | The tile says |
|---|---|
| Qoutes overdue (spelled that way) | Quotes overdue |
| Contact | Contact requests |
| RFP | Request for proposals |
| Pending Payment Requests | Overdue Payment Requests |
Your settings follow you, not the computer. They are stored with your own staff record, so signing in from the back office, the counter machine or a phone gives you the same tiles every time. Clearing your browser or borrowing somebody else's computer changes nothing. Equally, sitting at a colleague's desk while they are signed in shows you their tiles, because it is the sign-in, not the machine, that decides.
A change is not retroactive in any sense that matters. Switching a tile off hides the number; it does not change, close or finish any of the work behind it. Switching it back on shows the count as it stands now, including anything that arrived while it was hidden.
A Lists switch removes a whole table. The four switches in the second group are not column choices — each one controls an entire working table underneath the counters. Turn Pickup list off and today's pickups stop being listed by name, while the Pickups counter above stays, because that is a separate switch. Pickup list and Dropoff list also work as a pair: switching either one off hides both tabs. Losing the lists is what costs you the customer names and times, so turn these off last.
The inspections list is the one worth turning on. ASI due within 30 days is off by default, and it is the only place on your daily overview that tells you a roadworthiness test is coming up. It lists every active vehicle in the company whose inspection falls due between now and thirty days from the end of today — and every one already past due, however long ago. Soonest first, with the days left in brackets.
A negative number in brackets means the date has gone by. On 6 September, a van due on 2 September shows as (-4) and sits at the top of the list. One due on 30 September shows as (24) further down. One due on 20 October is not on the list yet; it appears by itself once it comes within the thirty days. Past-due and coming-up vehicles share one list, so read the brackets before you read the order.
A vehicle drops off that list once it is booked in. As soon as an inspection job exists for the vehicle and has not yet been carried out, the vehicle stops appearing here — that is how you tell "nobody has dealt with this" from "it is in the diary". A shrinking list is progress, not vehicles going missing. A vehicle with no inspection date recorded at all never appears. Booking the inspection is covered in Plan and record a vehicle's safety inspection.
Some tiles ignore your locations. Most counters on the daily overview count only the locations on your profile. ASI due within 30 days, Available assets, Transports and Maintenance do not: they cover every active vehicle in the company, so you and a colleague at another branch see the same numbers there.
What to do next: turn on ASI due within 30 days and Inspection control if nobody else at your branch is watching them, then work the negative numbers first — those vehicles are already out of test. Leave the counters you never click switched off; a shorter screen is read more often than a complete one. For what each tile means, go to Check your daily overview.
Q&A
Why is work being missed since I switched a tile off? Turning a tile off hides the number, not the job. Overdue vehicles stay overdue and unsent paperwork stays unsent whether or not the counter is on your screen. Switch it back on in the panel, and only switch off what somebody else is definitely watching.
Why does a colleague have a tile that I do not? These settings are personal. Find the switch in your own panel (check the table of differently worded switches above) and set it to Yes. There is no way to push your layout onto somebody else, or to see theirs.
Why does the screen still look changed after I clicked Cancel? Only Save stores a change; Cancel and clicking outside the panel close it without saving. If the tiles still look wrong, reload the page and they come back as they were last saved.
Why does a tile I just turned on show zero? That is usually a real zero. Inspection control only fills up when a customer has reported a vehicle back and nobody has checked it in yet, and Contact only when a request is genuinely waiting. See Check your daily overview for what each tile counts.
Why is a vehicle missing from ASI due within 30 days when its test is due? Either it is already booked in for its inspection, or no inspection date has ever been recorded against the vehicle. Check the vehicle itself — see Plan and record a vehicle's safety inspection.
Why did nothing seem to happen when I opened the panel on a phone? It takes up almost the whole screen, so it is easy to miss that it opened. Scroll to the bottom of the panel for Save and Cancel rather than tapping the tab again.
Related pages: Check your daily overview for what every tile and list means; Plan and record a vehicle's safety inspection for booking in the vehicles on the inspection list.