The Asset overview is the central hub of Calitrak, providing a real-time overview of equipment, accounts, and key activities. It is designed to help both Professionals and Clients quickly understand the status of their operations and make informed decisions.
- Quick Stats / Summary Panels
- Displays an at-a-glance summary of key information, including:
- Company logo
- Equipment calibration or maintenance status (Due, Overdue, Up to date)
- Alerts or notifications requiring attention
- Equipment information summary
- Displays an at-a-glance summary of key information, including:
- Compliance Status
- Shows the current status of all tracked equipment
- Includes visual indicators (e.g., color-coded tags or icons) for:
- 🟢 Up to date
- 🟡 Soon due
- đź”´ Overdue
- Grey: Decommissioned – equipment no longer in use
- Includes visual indicators (e.g., color-coded tags or icons) for:
- Shows the current status of all tracked equipment
- Operational Status
- Shows the current operational state of all tracked equipment, such as:
- Includes visual indicators (e.g., color-coded tags or icons) for:
- Blue Circle: In Operation – equipment is currently active and functional
- Tools: Under Maintenance – equipment is being serviced or inspected
- File Box: Archived – equipment no longer in use (decommissioned)
- ⚠️ NOTE: Click on an equipment item to view detailed operational history and upcoming scheduled maintenance (pop-up screen).
- Includes visual indicators (e.g., color-coded tags or icons) for:
- Shows the current operational state of all tracked equipment, such as:
- Notification / Alerts
- Provides reminders for upcoming or overdue tasks:
- Highlights critical actions for compliance and recordkeeping
- Helps professionals stay on top of their clients’ managed accounts
- Provides reminders for upcoming or overdue tasks:
- Quick Actions
- Shortcut buttons for commonly used actions:
- Search for a specific equipment by using the search bar
- Add a new equipment from the Calitrak catalogue (+Add)
- Switch from icon and detailed view
- Export result to a .CVS file (only in detailed view)
- Manage the user profile and account settings
- Manage the internal company catalogue
- Shortcut buttons for commonly used actions:
- Filter and Sort Function
- Combining filters and sorting helps professionals and clients focus on the most relevant information quickly.
- Filter Button: Allows users to display only specific data based on criteria such as:
- Brand
- Equipment category
- Compliance status
- Operational status
- Sort Button: Enables ordering of lists and tables for easier navigation:
- Sort by brand, category, subcategory, compliance status and operational status.
- Filter Button: Allows users to display only specific data based on criteria such as:
- ⚠️ NOTE: Navigation Tips
- All dashboard panels are clickable, allowing users to access detailed views quickly.
- Use the filter and search options to focus on specific clients, accounts, or equipment.
- Customize the dashboard view based on your user role and subscription plan.
- Combining filters and sorting helps professionals and clients focus on the most relevant information quickly.
