Overview
The Dashboard is the default landing page in Access Assets. It gives you a high-level overview of your asset portfolio through summary widgets, key performance indicators (KPIs), and quick-access links to common actions. The Dashboard is available to all users with access to the system, and the content displayed depends on your permissions and the dashboard view you select.
Getting here
The Dashboard is the first screen you see when you sign in to Access Assets. You can return to it at any time by clicking Home in the sidebar navigation.
What you can do on this screen
View a personalised greeting showing your name, selected company, and total asset count
Switch between the Financial Dashboard and the Maintenance Dashboard to see different sets of widgets and KPIs
Review KPI cards summarising key metrics such as total asset value, active assets, depreciation, and asset health
Use Quick Actions buttons to navigate directly to common tasks such as adding an asset, running depreciation, or viewing audits
View chart widgets that break down your assets by category, location, and status
Monitor depreciation trends, net book value, and upcoming insurance renewals
Review asset health, lifecycle stage, age analysis, and audit status (Maintenance Dashboard)
Check compliance summaries, upcoming inspections, and overdue inspections (Maintenance Dashboard)
Switching between dashboards
Access Assets provides two dashboard views. Each view displays a different set of KPIs, quick actions, and widgets tailored to a specific focus area.
Financial Dashboard — focuses on asset values, depreciation, and financial metrics.
Maintenance Dashboard — focuses on asset health, audits, maintenance, and compliance.
If you have access to both dashboards, you can switch between them using the tabs in the top-right corner of the Dashboard header.
Steps
On the Dashboard, look at the top-right area of the header.
Click Financial Dashboard or Maintenance Dashboard.
The page updates to show the KPIs, quick actions, and widgets for the selected view.
Your selection is saved automatically. The next time you sign in, the Dashboard opens on the view you last used.
If you only have permission to view one dashboard, the tabs do not appear and you see only the dashboard you have access to.
Using quick actions
Quick actions are shortcut buttons displayed in a bar near the top of the Dashboard. They let you navigate directly to frequently used areas of the system. The quick actions shown depend on which dashboard view you are on and which permissions you have.
Financial Dashboard quick actions
Button | Description |
Add Asset | Opens the new asset form to register an asset |
Find Asset | Opens the asset list with search and filter options |
Depreciation | Opens the depreciation transactions page |
Disposal | Opens the asset disposal transactions page |
Transactions | Opens the transaction history enquiry page |
Tasks | Opens the tasks management page |
Maintenance Dashboard quick actions
Button | Description |
Add Asset | Opens the new asset form to register an asset |
Find Asset | Opens the asset list with search and filter options |
Tasks | Opens the tasks management page |
Active Audits | Opens the active audits list |
Categories | Opens the asset categories management page |
Locations | Opens the locations management page |
Steps
On the Dashboard, locate the quick actions bar below the header.
Select the button for the action you want to perform.
You are taken to the relevant page.
Only quick actions you have permission to use are shown. If you do not see a particular button, contact your administrator to check your permissions.
Reviewing KPI cards
KPI cards appear in a row near the top of the Dashboard, below the quick actions. Each card displays a single key metric with a title, value, and supporting detail. The KPIs shown depend on the selected dashboard view.
Financial Dashboard KPIs
KPI | What it shows |
Total Asset Value | The total net book value of all assets, with the total asset count shown below |
Acquisition Cost | The total original purchase value of all assets |
Total Depreciation | The cumulative depreciation amount, with year-to-date depreciation shown below |
Average Asset Value | The mean net book value per asset |
Current Period | The current financial year and period. If you have multiple companies selected, this shows the total number of companies instead |
Maintenance Dashboard KPIs
KPI | What it shows |
Total Assets | The total number of assets across all locations |
Active Assets | The number of active assets, with the percentage of total assets shown below |
Warranty Due | The number of assets with warranties due, with the number overdue shown below |
Active Audits | The number of active audits in progress, with the average completion percentage shown below |
Asset Health | The overall asset health percentage, with the number of alerts shown below |
On smaller screens, fewer KPI cards are displayed to fit the available space. The most important KPIs are always shown first.
You can click the Current Period KPI to go to period management settings, or the Total Companies KPI to go to company settings.
Viewing chart and data widgets
The main area of the Dashboard displays a grid of chart and data widgets. Each widget provides a visual summary of a specific aspect of your asset portfolio. The widgets shown depend on the selected dashboard view and your permissions.
Financial Dashboard widgets
Widget | What it shows |
Assets by Category | A chart showing the net book value and count of assets in each category |
Assets by Location | A chart showing the net book value and count of assets at each location |
Assets by Status | A chart showing the net book value and count of assets by status (for example, active, out of service, fully depreciated) |
Depreciation Overview | A chart showing the year-to-date depreciation trend by month |
Net Book Value | A chart showing the net book value trend by month |
Insurance Renewals | A list of assets with upcoming insurance renewal dates |
Total Asset Value | A detailed card showing total asset value information |
Asset Value Trend | A chart showing how total asset value has changed over time |
Depreciation by Category | A breakdown of depreciation amounts by asset category |
Top Assets by Value | A list of the highest-value assets |
Warranty Status | A summary of warranty coverage across your assets |
Maintenance Dashboard widgets
Widget | What it shows |
Asset Health | An overview of asset condition and health scores |
Asset Health Overview | A detailed breakdown of asset health metrics |
Maintenance and Insurance Due | A calendar view of upcoming maintenance and insurance renewal dates |
Audit Status | A summary of audit progress including assets audited, verified, flagged, and missing |
Exception Alerts | A list of recent audit exceptions requiring attention |
Lifecycle Stage | A breakdown of assets by their lifecycle stage |
Asset Age Analysis | A distribution of assets by age |
Compliance widgets
The following widgets appear on the Maintenance Dashboard if you have compliance permissions:
Widget | What it shows |
Compliance Summary | The overall compliance rate and a breakdown of compliant, due soon, overdue, and non-applicable items. You can select individual status counts to view filtered lists |
Upcoming Inspections | Up to five inspections due in the next 30 days, sorted by urgency. Each item shows the asset name, compliance regime, due date, and priority |
Overdue Inspections | Up to five inspections that are past their due date, sorted by how overdue they are. Each item shows the asset name, compliance regime, original due date, and days overdue |
Steps
On the Dashboard, scroll down past the KPI cards to view the widget grid.
Review the charts and data summaries displayed in each widget.
Where available, select items or buttons within a widget to navigate to more detail. For example:
Click View All Compliance in the Compliance Summary widget to open the full compliance assets list.
Click View All Inspections in the Upcoming Inspections widget to open the compliance assets page.
Click View All Overdue in the Overdue Inspections widget to open the overdue inspections list.
Select an individual inspection item to open the asset detail page for that asset.
Dashboard header
The header at the top of the Dashboard displays:
A time-based greeting (for example, "Good morning") followed by your first name
The name of the currently selected company, shown with a colour indicator, and the number of assets in that company
If All Companies is selected, the header shows the total asset count and the number of companies
This information updates automatically based on your company selection and the time of day.
Warnings and messages
Message | When it appears | What to do |
Loading... | Shown on KPI cards and chart widgets while data is being retrieved from the server | Wait for the data to load. This usually takes a few seconds |
Failed to load | Shown on a KPI card if the widget encounters an error while loading | Refresh the page. If the problem persists, contact your administrator |
No widgets enabled for this dashboard | Shown when the selected dashboard view has no widgets configured | Contact your administrator to check the dashboard configuration |
No inspections due in the next 30 days | Shown in the Upcoming Inspections widget when there are no inspections due soon | No action needed. All inspections are scheduled beyond the next 30 days |
All inspections are up to date! | Shown in the Overdue Inspections widget when no inspections are overdue | No action needed. All inspections have been completed on time |
Unable to load compliance data | Shown in the Compliance Summary widget if compliance data cannot be retrieved | Select the Retry button to try again. If the problem persists, contact your administrator |
Unable to load inspections | Shown in the Upcoming Inspections or Overdue Inspections widget if data cannot be retrieved | Select the Retry button to try again. If the problem persists, contact your administrator |