System Navigation

Depending on your account privileges – which will be set by your system administrator – you will see different functions available to you when you first login. There are, however, a couple of core system pages that will be available to you regardless of your account privileges. This section details some of the basic facets of these pages.

1. To navigate to each page of the Metrix system, use the section header located at the top of the application. Regardless of where you are within the system, this section header will always be available. The section header will generally look like the following:

2. Review the Dashboard Page - The dashboard provides a quick and easy overview of some core statistics about your assets within the system. This can be useful for extracting charts and graphs for generating your Asset Management Plans and Policies. It is also handy for gaining a high-level snapshot of your asset performance.

3. Review the Assets Page - The assets page is the main engine room of the system. This is where users can view their asset portfolio through an intuitive map interface, fetch information, as well as perform edits on that information.

4. Review the Capital Page (permissions dependant) - The capital page is where you can manage your capital works projects. This includes the ability to create, edit, and track the progress of projects, as well as view associated costs and timelines. Additionally, you can manage settings such as the current financial year and the like.

5. Review the Operations Page (permissions dependant) - The operations page is where you can manage your operational activities. This includes the ability to create, edit, and track the progress of operational tasks. These can include maintenance activities, inspections, and other operational tasks related to your assets.

6. Review the Reports Page - The report generation page is full of predefined report templates to help you extract the information you need about your assets. Additionally, you can access previously generated reports from within this page.

7. Review the System Menu - In the top right-hand corner of the application, you will see a menu drop-down labelled with your organisation’s Site ID. This contains all site configuration options (if your account has the rights to see such settings). It is also where you can access and manage your Profile information and sign out of the application.

Initialising a Metrix Account

Before you can use your Metrix Asset Management System, you must have a valid Metrix account with which you can login with. To gain access to such an account, your organisation’s system administrator needs to generate an invitation for you to register. If you have not received an invitation, please consult your organisation’s system administrator.

Once invited, you will receive an email with your username details as well as a temporary password that you need to change immediately. Follow the ‘Sign In’ button from this email to perform the password change.

Your new password must meet the following requirements:

• Minimum length of 8 characters
• No spaces
• At least one uppercase letter
• At least one lowercase letter
• At least one number
• At least one special characters (excluding + and -)

Once you set and confirm your new password, you can safely delete the invitation email. Please note that the invitation email will expire after 7 days. At which time, a new invitation will need to be generated.

Logging in to Metrix

To log in to your Metrix Asset Management System environment, you will need to know your organisation’s Site ID and have a valid username and password for that environment. Your organisation’s Site ID is used within the web URL of your system.

Once you enter your organisation’s web URL, you will be presented with a login page. This page is requesting your username – which is your email address – and the password that you have defined when initialising your Metrix account (see Initialising a Metrix account for details on this).

Resetting your Password

If at any time, you forget your password for the Metrix Asset Management System, you can request a password reset from the main login page. To do this, complete the following steps.

1. Click on “Forgot Password” below the “Sign In” button and you will be redirected to the password reset page.

2. Enter your username – which is your email address – and click “Reset Password”.

3. At this point, you will be redirected to a password reset verification stage. A verification code will be emailed to your email address.

4. Once you have received your email, enter the verification code along with a new password. The new password must also meet the password requirements stipulated above (see Initialising a Metrix account for details on this).