Dashboard Icons and Descriptions

This article describes what each of the dashboard icons mean and what you can do with them. You may see these mentioned in other support articles. Please review the below chart.

Icon	Description	Support Articles
	A quick way to add a new asset, work order, vendor, part, and more.
	Notifications for things such as completed work orders, approved purchase requests, and more.
	Your user profile. Here you can view your profile, update your password, change the site you are viewing, and go to our support pages.
	Expand or Contract what is referenced as "the left sidebar" out.
	Takes you to the dashboard or home screen in one click, where you can view graphs and data analytics about assets, work orders, purchase orders, and more.	Getting Familiar with the Dashboard
	Takes you to the dashboard, where you can view graphs and data analytics about assets, work orders, purchase orders, and more.	Getting Familiar with the Dashboard
	Maintenance, where assets, work orders, and preventive maintenance are located.	Maintenance Solutions
	Inventory, where parts, physical inventory, and vendors are located.	Inventory Solutions
	Procurement, where purchase requests/orders, receipts, and invoices are located.	Procurement Solutions
	Sanitation, where sanitation jobs and schedules are located.	Sanitation Solutions
	Personnel, where all of your users are located.
	Projects	Projects Solutions
	Reports	Reports Solutions
	Configuration - only users with Administration security profiles will see this Icon. See Configuration Icons below.	Configuration Solutions

Configuration Icons:

Icon	Description	Support Articles
	Dashboard, where graphs and data analytics about your Users and Site are displayed.

	Company, where Client Overview, Logo, Password Settings, WO Completion Wizard Settings and Form Configuration are found	Setting Up Client Account & WO Wizard
	Site, where Site Overview, Logo, Approval Group Settings, Maintenance, Purchasing, Bill To, Ship To and Asset Group settings are found.	Setting up Site Details
	Approval Groups, where Approval Groups are created and permissions within each group are found.	Setting Up Approval Groups
	Lookup lists, where Lookup List are Created or Edited.	Setting Up Lookup Lists Lookup List Meanings & Descriptions
	Crafts, where Crafts are Created or Edited.	Adding Crafts
	Accounts, where your Financial accounts are Created or Edited	Adding an Account Editing Account Numbers
	Libraries, where your Maintenance On-Demand, Preventive Maintenance or Master Sanitation Libraries are Created or Edited to be shared across your Enterprise. This is only available for Enterprise customers	On Demand Solutions
	Masters, where Asset Master are Created or Edited. This is only available for specific Enterprise customers.	Adding to your Asset Type Lookup List
	Custom Security Profiles, where Custom Security Profiles are Created or Edited. This is only available for Enterprise customers.	Setting Up Security Profiles
	User Management, where you Create or Edit specific User information.	Setting Up User Management & Passwords
	Notifications, where you Set Notifications to be Active and Send Email with the Notification
	User Interface Configuration, where you Edit specific information on pages displayed to the user. This is only available for Enterprise customers.

Return to SOMAX

Under a Search Page :

Icon	Description	Support Articles
	Status filter	Search Functions & Filters
	Form field filter	Search Functions & Filters
	Edit which columns appear	Search Functions & Filters