# Visibility Dashboard\`
This documentation provides an overview of the Visibility Dashboard, where all the Active Rentals and Maintenance Jobs within the **ERM (Epicor Rental Management)** can be seen.
### Timeline View
The Timeline View provides a high-level, calendar-based visualisation of equipment availability and maintenance schedules.
#### Key Features
* Gantt-Style Scheduling: View rentals and maintenance blocks across a horizontal time axis.
* Equipment Hierarchy: Equipment is categorised by type.
* Real-Time Indicator: A vertical red line indicates the current date to help users distinguish between past, present, and future bookings.
#### Color Legend
The system uses colour-coded bars to represent different types of equipment statuses:
* Red: Maintenance - These indicate periods where equipment is out of service.
* Green: Agreement - active or upcoming client rentals.
* Yellow: Booked - Long-term or specific rental agreements.
* Blue: Proposals
* Gray: Returned
### Table View
The Table View provides a granular, data-centric look at all rental activities, including proposals and formal agreements.
#### Data Columns
| **Column** | **Description** |
| ------------------ | ---------------------------------------------------------------------------------- |
| Stage | Indicates if the entry is a *Proposal* or a formal *Agreement*. |
| Number | The unique identifier for the transaction |
| Status | The current state of the document (Entered, Sent, Booked, Completed, or Returned). |
| Customer | The entity renting the equipment. |
| Equip ID | The specific identifier for the asset |
| On Hire / Off Hire | Exact timestamps for when the rental begins and ends. |
#### Functionality
* Status Tracking: Easily identify assets that have been "Returned" versus those currently "Booked."
* Filtering & Sorting: Users can click on column headers to sort data or use the "Clear Filters" button to reset the view.
* Pagination: Located at the bottom to navigate through large datasets (showing 1 to 20 of 52 records).
### Navigation Sidebar
The sidebar allows users to jump between different functional areas of the ERM:
* Proposals/Agreements: Quick access to create new rental documents.
* Logistics & Finance: Manage the delivery of goods and billing cycles.
* Equipment: Central database for managing all rental assets.
* Customers: CRM functionality to manage client details and history.
**Note:** To switch between the graphical timeline and the detailed list, use the TIMELINE and TABLE toggle buttons located at the top center of the main dashboard.
### Using the Maintenance Hover Feature
The timeline allows users to quickly view details and navigate to specific maintenance records by hovering over scheduled service blocks.
#### Accessing Maintenance Details
* Hover Action: Place your cursor over any red Maintenance block on the timeline.
* Pop-up Information: A summary box will automatically appear, displaying key details:
* Agreement ID: The unique maintenance job identifier.
* Current Site: The physical location where the maintenance is occurring.
#### Navigating to the Maintenance Job
* Direct Link: At the bottom of the summary pop-up, click the Go to Maintenance Job button.
* Function: Clicking this button will redirect you from the timeline view to the detailed maintenance record, allowing you to view or edit specific task logs, parts used, or technician notes.
### Filtering the Active Rentals Timeline
The Filters feature allows you to narrow down the equipment displayed on the timeline, making it easier to manage specific assets or stages within your rental fleet.
#### Accessing Filters
* Open Filter Menu: Click the Filters + button located at the top-left of the timeline interface.
* Active Selection: Once clicked, a dropdown menu appears containing several criteria to refine your view.
#### Available Filter Criteria
You can filter the equipment list using the following data fields:
| **Filter Name** | **Description** |
| --------------- | --------------------------------------------------------------- |
| Description | Filter by the name or text description of the equipment. |
| EquipID | Search for a specific unique Equipment ID assigned to an asset. |
| Brand | Narrow results by the manufacturer or brand of the equipment. |
| Model | Filter by the specific model number or name. |
| SerialNum | Search for assets using their unique factory serial number. |
| AssetNum | Filter by the internal company asset number. |
| OEM | Filter based on the Original Equipment Manufacturer. |
| Stage | View equipment based on its current status or workflow stage. |
#### How to Apply a Filter
To apply a search, follow these steps within the filter pop-up:
1. Select Filter Type: Use the Filter\* dropdown to choose one of the criteria listed above.
2. Enter Value: Type your search term into the Filter Value\* field.
3. Exact Match: Check the Exact box if you want the results to match your entry character-for-character.
4. Confirm: Click the Add Filter button to refresh the timeline view.
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