How to use the BRS dashboard

The Dashboard is the first page after you sign in, and Dashboard at the top of the menu always brings you back. It is made of widgets — totals, charts, lists and tables — chosen for your role.

The BRS dashboard with tabs, the Sites filter and a grid of widgets
The dashboard.

What is on it

  • Tabs — you can have more than one dashboard (for example one per client). Click a tab to switch.
  • Sites — the button in the header filters the dashboard to some site groups and sites, and sets the period some widgets use. It shows All your sites when nothing is picked.
  • Widgets — for example Nonconformities, Missed jobs, Tasks ready for data entry, Task progress, Sites needing attention, Upcoming service visits, Appointed persons gaps, Sensor summary. You only see widgets your site permissions allow.

Working with a widget

  1. Click a figure, bar or row to open the page behind it — for example a nonconformity total opens Nonconformities already filtered.

  2. Open a widget’s … menu for Refresh, Full screen, Download image and Export to Excel.

Notifications

  1. Click Notifications in the header. It lists sites whose task schedules are ending soon and, for administrators, contracts coming up for renewal.

    The Notifications panel listing task schedules ending soon
    Notifications.
  2. To keep visits being planned at those sites, tick them and click Add a year to the selected sites.

Change what you see

Add, remove, resize or reorder widgets, or start another dashboard — see How to customise your dashboard.