Learn how to navigate and use the Chekhub customer portal.
Tickets Tab
The Tickets tab in Chekhub’s customer portal provides a centralized view of all tickets associated with your team. This feature allows you to manage, create, and track tickets efficiently, ensuring smooth operations for your team.
Ticket Status Detail
You can view various stats for different ticket statuses, which provides insight to the state of your team’s productivity
- Open Tickets: These are tickets that are awaiting assignment. Monitoring open tickets helps you ensure that tasks are promptly assigned and not overlooked.
- Pending Approval: Tickets that are awaiting approval. Keeping an eye on pending approvals allows you to expedite the approval process, preventing delays in task completion.
- Closed Tickets: This shows the number of tickets closed in the last 30 days, giving you a snapshot of completed tasks and overall team productivity.
By understanding and interpreting these statistics, you can take action to keep tasks moving forward and ensure that no tickets fall through the cracks.
Tickets Table
The Tickets Table allows you to view tickets in various statuses using the search bar and filtering options. You can filter tickets based on status such as Open, Pending, Assigned, In Progress, Completed, and Closed.
You can also sort tickets using different parameters such as Ticket Number, Created Date, Modified Date, Start Date and Due Date.
This flexible sorting functionality helps you focus on the tickets most relevant to your team’s current workload, organized in either ascending or descending order.
Tasks Panel
The Tasks Panel shows you the tickets that require your attention, whether you need to perform or approve tasks. This clear view of your responsibilities helps you prioritize and manage your workload more effectively, ensuring that no critical tasks are missed.
Creating Tickets
In the customer portal, you also have the ability to create new tickets. For more detailed instructions on creating tickets, refer to this article.
By using the Tickets Tab, you can effectively manage and track team tasks, ensuring smooth workflows and prompt completion of assigned duties. The combination of detailed ticket statuses, sorting options, and the tasks panel makes it easier to stay on top of your team's activities.
Assets Tab
The Assets Tab in Chekhub’s customer portal allows you to view and manage all the assets associated with your team. Assets refer to the equipment, tools, or resources that your team relies on to operate effectively. By managing these assets within Chekhub, you can maintain oversight on their status, location, and any maintenance or tasks related to them.
Asset Statistics
The Assets Tab provides valuable statistics that help you track your assets efficiently:
- Sites: Displays the number of active sites. Knowing how many active sites are in use helps you manage multiple locations and ensure assets are properly distributed across your operational areas.
- Assets: Shows the number of assets within the selected site. This helps you quickly assess asset inventory and availability at a specific location.
- Watching: Indicates the number of assets you are monitoring within a site. By tracking specific assets, you can stay informed on their status, any maintenance needs, or any tickets related to them.
These statistics provide a snapshot of your asset management system, enabling you to take actions such as redistributing assets, managing site-specific needs, or ensuring proper oversight of critical equipment.
Sites Panel
In the Sites Panel, you can search for and view the sites associated with your team. A site refers to a specific physical location within the broader hierarchy. Sites are essential for organizing and managing assets geographically. For example, a site could be a particular building within a campus or a facility in a city, making it easier to manage resources across different locations.
Assets Table
The Assets Table allows you to search through your assets by name and view key information such as description, location, number of sub assets and more.
You can also customize the table by managing the columns and selecting the viewable data fields most important to you. This flexibility ensures that you have quick access to the most relevant details for each asset.
By selecting an asset, you can see detailed information like the overview, connections, tickets, PMs, and Attachments.
Exporting the Assets Table
Using the export icons in the bottom-right corner of the table, you can export your assets table in formats like CSV, Excel, JSON or print.
This export feature is particularly useful when you need to share asset data with other team members, create reports, or perform further analysis outside of the portal. You can also filter which columns to export, ensuring that you’re only including the most important information in your export.
The Assets Tab in Chekhub’s customer portal is a powerful tool for managing the physical resources your team depends on. With features like site management, detailed asset views, and customizable exports, you can ensure your team’s assets are organized and well-maintained for maximum operational efficiency.
Document Tab
Chekhub’s customer portal provides a centralized location for accessing and managing documents related to your team. Documents that appear in the portal are made available to you by your organization. It offers several key features to help you stay organized and informed about document statuses.
The Documents tab displays important statistics, giving you insights into the state of your documents. These include:
- Recently Modified Documents: See which documents were updated most recently, helping you quickly identify any changes or updates that may require attention or further action.
- Expired Documents: This section alerts you to documents that are no longer valid. It’s useful for ensuring you aren’t working with outdated information, prompting you to update or remove these files.
- Documents Expiring Soon: Keep track of documents that are nearing their expiration date. This feature helps you plan ahead, allowing you to renew, update, or replace documents before they expire.
By interpreting this data, you can stay proactive in managing your team's document library, ensuring everything remains up-to-date and relevant.
Document Search and Filtering
You can easily search for specific documents using the search bar within the tab, streamlining the process of locating the files you need.
Exporting Documents
The Documents tab also allows you to export the documents table in various formats, such as CSV, Excel, JSON or print for easy sharing
Additionally, you can filter the table columns to ensure that only the most relevant data is included in your export, tailoring the information to fit your specific needs.
By leveraging the statistics and exporting options in the Documents tab, you can stay organized, act on upcoming document expirations, and keep your team’s documentation well-managed.
Calendar Tab
The Calendar module in the customer portal functions similarly to Chekhub’s standard calendar module, allowing customers to track tasks, events, and important milestones. To learn more about using the Calendar, refer to this article.
