From there, I will click the filter icon. Under Category, I will select ATM so I am only shown data for ATMs and no other equipment. Under filter, I can also change the date range for the data. For this exercise, I am not going to adjust this so I can see all service requests.
To save this view, all I must do is click the saved view icon, click Add New, and enter a name and description for the view. Pretty simple, right? Now you can view this data and understand which ATM models have required the most maintenance given by the number of service requests. But what if you want to send this information to a colleague who, heaven forbid, is not an Equips user? You can export this data into an Excel sheet and add your own formatting. Your boss is going to think you’re a genius by how easily you figured out which ATMs to buy and which to avoid. I would expect a raise if I were you.
Two More Awesome Saved Views
Right now, so many businesses are short-staffed due to labor shortages. We created customizable saved views with these businesses in mind. We understand that many employees must wear multiple hats for the business to run smoothly, and we believe that being able to quickly view data unique to different aspects of one’s job makes the process of wearing multiple hats much easier. Here are a few of our favorites that might just help you today.
#1 Service Requests Today
When managing equipment across different locations, it would be useful for you to know what service requests were placed today, and for which equipment. Knowing this will help you stay updated on the status of your equipment across all locations. It will also alert you of possible bottlenecks and other problems at different locations. For example, say the new ATM you purchased for your drive-up experiences a fault and requires maintenance. From this, you can infer that more customers will be going into your branch instead of using the ATM. For that reason, you might want to have another teller in the branch to keep up with the extra demand.
But what if every ATM across all locations goes down at once? Those managing the individual branches might just see that their ATM is down and place a service request. By using this saved view, you will be able to see that all ATMs went down and diagnose the problem as a network issue.
To create this view:
Filter the Scheduled Date to Today. Next, select the following columns.
#2 Service Request Status
It can be difficult to keep track of all the different service requests your business places. In this saved view, you can see the exact status of each request—everything from the initial dispatch to the billing process. It is all there. From a bookkeeper’s perspective, this is very valuable because you can filter to see which invoices are still being processed so that you can remain updated on your accounts payable.
To create this view, select the following columns.
You can also filter by status to see equipment in each process of the billing and dispatch cycles. But what if you notice a few service requests that appear to not be updated correctly? The horror! You can take this view one step further by selecting the Modified column. This will show you the last time the status was updated. Say, for example, that you have a service request that was last modified over a year ago but still is not marked as Closed. This would be a good indication that you should reach out to whoever handles your invoices to check the status of the invoice. Hopefully, your service provider has been paid, and if so, you can change the status to Complete.
Moving Forward with Equips
In this article, we have covered three different saved views that you can create in a matter of seconds. However, this is just the tip of the iceberg. There is still a multitude of different ways this tool can be used to help you better understand your equipment, and help you manage it more effectively. To learn more about how Equips can give you the tools to better manage your business’s equipment, be sure to book a demo below. A member of our Solutions Team will show you how to get the most out of this amazing tool.