Purpose of the Report
The Jobs Submitted dashboard is designed to monitor jobs that have been submitted for processing while also highlighting completed jobs that are awaiting submission. It provides operational visibility into submitted jobs across all job types, with dedicated pages for service and repair activities.
The dashboard is divided into four pages:
Summary – Provides a high-level overview of submitted jobs across all task types.
Jobs – Displays detailed information for individual submitted jobs.
Service – Focuses specifically on submitted service jobs and their current status.
Repairs – Provides detailed analysis of submitted repair jobs, including first-time fix performance.
Together, these pages help users monitor job submission activity, identify completed work awaiting submission, and analyse trends across service and repair operations.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Jobs Submitted.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard contains four pages:
Page 1 – Summary
Provides an overall view of submitted jobs, completed jobs awaiting submission, submission trends, and job type distribution.
Page 2 – Jobs
Displays detailed information for all submitted jobs, allowing users to review submission activity over time.
Page 3 – Service
Focuses on submitted service jobs, including servicing KPIs, planned visit dates, and job progression.
Page 4 – Repairs
Displays submitted repair jobs together with repair-specific KPIs, repair trends, and first-time fix analysis.
Summary
Dashboard Filters & Descriptions
Submitted Period
Type: Date range selector
Description: Filters the dashboard using the job submitted date.
Call Period
Type: Date range selector
Description: Filters jobs based on the original call logged date.
Completed Period
Type: Date range selector
Description: Filters jobs using the completed date.
Customer
Type: Drop-down selection
Description: Filters the dashboard for a selected customer.
Site
Type: Drop-down selection
Description: Filters jobs for a selected customer site or location.
Equipment
Type: Drop-down selection
Description: Filters the dashboard for a selected piece of equipment.
KPI Indicators – Submitted Jobs
Submitted
Displays the distinct count of jobs currently in the Submitted state.
Applied Filter - Job State = Submitted
Completed to be Submitted
Displays the distinct count of completed jobs that are awaiting submission.
Applied Filter - Job State = Completed
Column Chart – Submitted Jobs by Date
Displays submitted jobs over time.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Submitted Date
Legend: Task Type
This chart helps users identify submission trends across different job types.
Applied Filter - Job State = Submitted
Pie Chart – Job Type
Displays the distribution of submitted jobs by task type.
How It Works
Values: Distinct Count of Job Numbers
Legend: Task Type
Applied Filter - Job State = Submitted
Column Chart – Submitted Jobs by Month and Year
Compares submitted jobs across months and years.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Submitted Month
Legend: Submitted Year
Applied Filter - Job State = Submitted
Jobs
Dashboard Filters & Descriptions
Submitted Date
Type: Date range selector
Description: Filters submitted jobs by their submission date.
Customer
Type: Drop-down selection
Description: Filters jobs for a selected customer.
Site
Type: Drop-down selection
Description: Filters jobs for a selected customer site.
Equipment
Type: Drop-down selection
Description: Filters jobs for a selected piece of equipment.
Column Field Definitions (Pivot Table – Submitted Jobs)
Field | Description |
Distinct Count of Job Numbers | Total number of unique submitted jobs. |
Year | Year extracted from the submitted date. |
Month | Month extracted from the submitted date. |
Job No. | Unique job number. |
Customer | Customer associated with the job. |
Site | Site where the work was carried out. |
Equipment ID | Equipment associated with the job. |
Engineer | Engineer assigned to the job. |
Description | Job description. |
Submitted | Exact date the job was submitted. |
Applied Filter - Job State = Submitted
Service
Dashboard Filters & Descriptions
Period: Submitted Date
Type: Date range selector
Description: Filters service jobs by submitted date.
Period: Call Date
Type: Date range selector
Description: Filters service jobs using the call logged date.
Customer/Site: Customer
Type: Drop-down selection
Description: Filters service jobs for a selected customer.
Asset: Equipment
Type: Drop-down selection
Description: Filters service jobs for a selected equipment asset.
KPI Indicators – Servicing Summary
Submitted Service Jobs
Displays the number of submitted service jobs.
Applied Filters
Job State = Submitted
Task Type = Service Job
Complete to be Submitted
Displays completed service jobs awaiting submission.
Applied Filters
Job State = Completed
Task Type = Service Job
Column Field Definitions (Pivot Table – Service Jobs)
Field | Description |
Agreed Visit Date | Scheduled service visit date. |
Completed Date | Date the service work was completed. |
Job Number | Unique identifier assigned to the job. |
Customer | Customer associated with the job. |
Site | Site where the service was performed. |
Equipment ID | Equipment receiving the service. |
Engineer | Assigned engineer. |
Job State | Current job state. |
Job Status | Operational status of the job. |
Fixed Price | Indicates whether the service job is fixed-price. |
Applied Filters
Job State = Submitted
Task Type = Service Job
Active Jobs Only
Sorting - Sorted by Agreed Visit Date in ascending order.
Conditional Formatting
Agreed Visit Date - Jobs with today's date are highlighted with a violet background.
Pie Chart – Service Job State
Displays submitted service jobs grouped by job state.
How It Works
Values: Distinct Count of Job Numbers
Legend: Job State
Applied Filters
Job State = Submitted
Task Type = Service Job
Stacked Column Chart – Service Jobs by Agreed Visit Date
Displays submitted service jobs over time.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Agreed Visit Date (Day, Month, Year)
Legend: Job State
Applied Filters
Job State = Submitted
Task Type = Service Job
Repairs
Dashboard Filters & Descriptions
Period: Completed Date
Type: Date range selector
Description: Filters repair jobs by completed date.
Period: Call Date
Type: Date range selector
Description: Filters repair jobs by call logged date.
Period: Submitted Date
Type: Date range selector
Description: Filters repair jobs by submitted date.
Customer/Site: Customer
Type: Drop-down selection
Description: Filters repair jobs for a selected customer.
Asset: Equipment
Type: Drop-down selection
Description: Filters repair jobs for a selected equipment asset.
KPI Indicators – Repair Summary
Submitted Repair Jobs
Displays the number of submitted repair jobs.
Applied Filters
Job State = Submitted
Task Type = Repair Job
Complete to be Submitted
Displays completed repair jobs awaiting submission.
Applied Filters
Job State = Completed
Task Type = Repair Job
Pie Chart – First Time Fix Percentage
Displays the overall first-time fix performance for repair jobs.
How It Works
Values: Sum of First Time Fix
Applied Filter - Job Description contains "repair"
This chart provides an indication of how many repair jobs were successfully resolved on the first visit.
Pie Chart – Repair Job State
Displays submitted repair jobs grouped by job state.
How It Works
Values: Distinct Count of Job Numbers
Legend: Job State
Applied Filters
Job State = Submitted
Task Type = Repair Job
Stacked Column Chart – Repair Jobs by Agreed Visit Date
Displays submitted repair jobs over time.
How It Works
Values: Distinct Count of Job Numbers
Category Axis: Agreed Visit Date (Day, Month, Year)
Legend: Job State
Applied Filters
Job State = Submitted
Task Type = Repair Job
Column Field Definitions (Pivot Table – Repairs)
Field | Description |
Agreed Visit Date | Scheduled repair visit date. |
Job Number | Unique identifier assigned to the repair job. |
Job Status | Current operational status of the repair job. |
Customer | Customer associated with the repair job. |
Site | Site where the repair work is being carried out. |
Fixed Price | Indicates whether the repair is covered by a fixed-price agreement. |
Job Cost Code | Cost code or charge code assigned to the repair job. |
Applied Filters
Job State = Submitted
Task Type = Repair Job
Final Remarks
The Jobs Submitted dashboard provides a comprehensive view of submitted work across the organisation by combining overall submission metrics with dedicated service and repair analysis. Users can monitor submission trends, identify completed jobs awaiting submission, and review operational performance across different job types.
Regular review of this dashboard helps ensure that completed work is submitted promptly, improves workflow visibility, supports timely invoicing, and enables managers to monitor service and repair activity more effectively. By highlighting submission status alongside detailed operational information, the dashboard contributes to better process control and more efficient job management.