Configuring Asset Insights Dashboards
As an administrator, you need to configure the Asset Insights dashboards in the Analytics Studio to display the related dashboards in record pages. The data displayed in the dashboards are customizable as per your business requirements.
Perform the following steps to configure the Asset Insights dashboards.
1. Install the ServiceMax A360 Service Analytics package on top of your ServiceMax Asset 360 package. For more information, refer to the Install Service Analytics Package section.
2. Assign permission sets for using Asset 360 Analytics. For more information, refer to the Assign Permission Sets for CRM Analytics section.
3. Provide the following access:
SVMXA360__OperatingEnvironment__c on Asset
ProductFamily on Asset
SVMXA360__OptimalLifeExpectancy__c on Product
4. Create the Asset Insights app in Analytics Studio.
5. Create the Cleanup recipe in Analytics Studio and run it when required.
6. Upload the Workday calendar to the LAS recipe if you need to filter assets for a date range other than 2018 to 2026.
7. Run Data Connections in the following order if you customize the recipes or the Workday calendar:
Product
Asset
Contract Line Item
Asset Warranty
Work Order
8. Run the Recipes in the following order if you customize the recipes or the Workday calendar:
Asset LTP Evaluation
Asset With LAS
Asset Age Score Calculation
Asset Health
Asset to Global DS
9. Add the Asset Insights dashboard as a tab on the Asset record.
10. Add the Executive Asset Insights dashboard as a tab on the Account record.
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