Configure the asset board

An asset board is a TV-ready performance dashboard for a site: a grid of the machines and work centres you care about, with live status, output, and efficiency for the current board day. You configure one or more boards under Settings so the live Asset Board in Analytics knows which assets to show, when that day starts and ends, and which daily output target to measure against.

Use this page when you bring a new line online, split boards for different areas of the plant, change when metrics roll over to the next day, or retire a board you no longer need. Day-to-day viewing and floor display happens on the Analytics Asset Board. Use this settings page to maintain its configuration.

Before you startCopy Anchor Link

Open Settings, expand the OEE group, and select Asset Board. The page address ends in /settings/oee/asset-board.

You need permission for this site:

• View the list requires View OEE analytics (analytics.view_oee).
• Create, edit, duplicate, set default, and delete require Manage OEE dashboards (analytics.manage_oee_dashboards).

These manage permissions are granted by the built-in Entity admin, Manager, and Super user roles. The Dashboards role can view OEE analytics but cannot change boards. Permission labels describe the capabilities as applying for the selected site. If Add Board or row actions fail, ask an administrator to adjust your role.

Asset boards are per site (entity). Each plant keeps its own catalogue. Switch site first if you need to manage another facility’s boards.

Before you create a useful board:

• At least one asset must already exist for the site under Master Data → Assets (the multi-select only lists this site’s assets).
• To show daily output progress, create a daily KPI that is available for this site, then link it as the board’s Daily Output KPI. Non-daily KPIs cannot be used for output targets.

What the Asset Boards page showsCopy Anchor Link

The page title is Asset Boards, with the description Configure TV-ready performance dashboards for assets and an Add Board button in the header.

When boards exist, they appear in a compact list. Select a row to edit it, or right-click for its context menu. Columns:

Right-click row actions:

• Set as default: only when the board is not already default
• Duplicate
• Edit
• Delete: only when the board is not the default and you can manage boards

If the site has no boards yet, the page shows No asset boards yet with the message to create boards to visualize performance and efficiency, and an Add Board action.

Create an asset boardCopy Anchor Link

1. Select Add Board.
2. In the Create Asset Board dialog, fill in:
   • Name (required): for example Gotham Assembly. Maximum 100 characters.
   • Description (optional): brief notes about who uses the board. Maximum 500 characters.
   • Assets (required): multi-select of this site’s assets, shown as code - name. Choose at least one; the helper text is “Select the assets to display on this board”.
   • Day Reset Time: hour of day when daily metrics reset. For example, 6:00 AM means the board day runs from 6:00 AM through 5:59 AM the next day. Options cover every hour from 12:00 AM (Midnight) through 11:00 PM.
   • Daily Output KPI (optional): pick a daily KPI for today’s output progress, or leave No KPI linked. The helper text is “Used to show output progress for today”.
   • Set as Default: when on, this board loads by default on the Analytics Asset Board page. Only one board per site can be default; saving with this switch on clears the previous default.
3. Select Create. A success toast confirms Asset board created.

Edit a boardCopy Anchor Link

1. Select the board row, or right-click it and choose Edit.
2. The Edit Asset Board dialog loads the full configuration (name, description, assets, reset time, linked KPI, and default switch).
3. Change any fields, then select Save Changes. A success toast confirms Asset board updated.

Set the default boardCopy Anchor Link

The default board is what the live Asset Board opens first when no specific board is chosen.

• On a non-default row, right-click and select Set as default. A toast confirms Default updated and names the new default.
• You can also turn on Set as Default while creating or editing a board.

Only one board per site is default at a time. Setting a new default clears the previous one.

Duplicate a boardCopy Anchor Link

Right-click a row and select Duplicate. Bulk copies the name (as {name} (Copy)), description, assets, reset hour, output KPI, and related thresholds into a new board that is never marked default. A toast confirms Asset board duplicated. Use this when a second bay needs the same asset mix with only small changes.

The current settings list has no drag handles or reorder control.

Delete a boardCopy Anchor Link

1. Right-click and select Delete on a row that is not the default (the delete control is hidden for the default board).
2. Confirm in the Delete Asset Board dialog, which asks whether you are sure and states that the action cannot be undone.
3. Select Delete. A toast confirms Asset board deleted.

If you attempt to remove the default board through the API or after a race, Bulk returns: Cannot delete the default board. Set another board as default first. Set a different default, then delete the board you no longer need. Deletion is a soft delete: the board leaves the list but is not hard-purged.

Example: an assembly board at Wayne CorpCopy Anchor Link

At Gotham Applied Sciences, Bruce Wayne wants a view of the assembly and inspection benches with the board day starting at the beginning of the shift.

He opens Settings → OEE → Asset Board, selects Add Board and names the draft Gotham Assembly. He selects GTH-F1 - Gotham Fit Bench and FOX-Q1 - Coupling Inspection Bench, chooses 6:00 AM and links Daily Output. Turning on Set as Default would make the new board the site default when he selects Create.

The pictured draft is canceled, so the saved catalogue still contains the three boards above and Gotham Housing Review remains the default.

Expected resultCopy Anchor Link

After configuration:

• The settings table lists each board with asset count and reset time; the default board shows a star next to its name.
• Opening Analytics → Asset Board (/analytics/assets-board) loads the default board (or the board you pick in the switcher) with the assets you selected and metrics for the board day defined by Day Reset Time.
• When a daily output KPI is linked, the board can show today’s output progress against that target.
• If a board has no assets (or none resolve for the site), the live page shows No assets configured and offers Go to settings back to this page.

Feature state and limitsCopy Anchor Link

Configuring asset boards is a generally available feature. Keep these behaviours in mind:

• Boards are per site; they are not shared across plants.
• You must select at least one asset; empty asset lists are rejected.
• Only daily KPIs can be linked for output targets. If a KPI is not available for this site or is not daily, Bulk blocks the link.
• Only one default board exists per site.
• You cannot delete the default board until another board is set as default.
• Efficiency colour thresholds and hourly target rate exist on the board record with backend defaults, but this settings form does not expose controls for them. Create uses backend defaults; update leaves the existing values unless they are changed elsewhere.
• Soft-deleted boards no longer appear in the list or live switcher.

TroubleshootingCopy Anchor Link

• "Select at least one asset": the form or API requires a non-empty asset list. Add at least one asset from this site.
• Asset not found / does not belong to this entity: the asset was deleted or belongs to another site. Refresh the multi-select and pick assets for the current site.
• "KPI must be daily to use for output targets": choose a daily KPI, or leave No KPI linked.
• "KPI is not available for this entity" / "KPI not found": the KPI is restricted to other sites, deleted, or outside the tenant. Use a KPI available for this plant.
• "Cannot delete the default board. Set another board as default first.": mark another board as default, then delete.
• Delete is missing on a row: that board is the default, or you only have view permission. Set another default, or request Manage OEE dashboards.
• Add Board or save actions fail / controls missing: you may only have View OEE analytics. Ask for Manage OEE dashboards on a suitable role.
• Live Asset Board shows "No assets configured": the selected board has no valid assets. Edit the board here and add assets, or open a different board.

RelatedCopy Anchor Link

• Use the asset board: view the live TV-ready board and switch boards.
• Configure OEE dashboards: asset and user OEE dashboards under the same Settings OEE group.
• Configure downtime reasons: stop reasons that feed status and downtime labels on the board.
• Manage assets and layouts: create the assets you attach to a board.
• KPI categories: structure KPIs, including daily targets used for output progress.
• Roles and permissions: grant View OEE analytics and Manage OEE dashboards.