Location Feedback, Spend by Priority, and Check-in Source

    The bottom section of the Summary tab provides a graphical representation of the following metrics for the last 12 months: location feedback, spend by priority, and check-in source.

    You may drill down location feedback and check-in source to view details of considered work orders. This is useful in case you want to review work orders with negative feedback or work orders with Web check-in entries.

    Location Feedback

    This graph displays the total number of work orders each month with Excellent, Satisfactory, and Unsatisfactory feedback added by location users. At the top of this graph, the percentage of work orders without location feedback displays.

    Note: Work orders that are auto-confirmed with a satisfactory feedback are excluded from this report.

    Hovering the mouse over a data point in the graph displays the feedback type, total number of work orders, and month/year.

    Some of the uses of this graph include:

    • Identifying whether locations need to improve feedback process, and monitoring progress.
    • Determining the number of work orders that are not performed to satisfaction, and viewing those work orders.

    Location Feedback

    You may drill down this graph to view:

    Check-In Source

    The sources of check-in used in the last 12 months, including GPS, IVR, Web, and XML, display in this graph.

    Of these check-in modes, GPS is the preferred source, as it captures the most accurate information regarding when and how long a service provider was present in a location. This graph provides a discussion point for clients and service providers in case GPS is not being primarily used for checking in and out of locations. Moreover, as 12-month trend displays, it is easy to scan for improvements or decline in check-in process.

    Check-in Source

    In a line graph for a check-in source, hovering the mouse over a data point displays the check-in source, total number of work orders, and month/year. You may further drill down the graph to view:

    Viewing Work Order Details for a Month for Feedback Type and Check-in Source

    Drilling down location feedback (or check-in source) by month is useful for quickly identifying and reviewing work orders with negative feedback or with IVR/Web check-in. You may download a report or view details of related work orders in Service Automation by clicking the tracking numbers.

    How to View Work Order Details for Location Feedback and Check-in Source by Month

    1. Click on a data point in the desired line graph. Details of work orders with the specific feedback type (or check-in source) appear in a pop-up window.

    Note: You may sort the information in a report (table) by trade, category, location, priority, or tracking number.

    Viewing Summary and Work Order Details of Feedback Type and Check-in Source By Day of Month

    Drilling down location feedback (or check-in source) lists the number of work orders with different feedback types (or check-in sources) arranged by day of month. You may further drill this down and view work order details for a specific feedback type (or check-in source) for any desired day.

    You may download a report or view details of related work orders in Service Automation by clicking the tracking numbers.

    How to View Summary and Work Order Details for Location Feedback and Check-in Source by Day of Month

    1. Click a month name in the horizontal (x) axis. A pop-up window displays the total number of work orders by each feedback type (or check-in source) each day of the month.
    2. Drill down: Perform the necessary step based on how you are viewing the report.
      • Table view: Click the number of work orders next to the desired feedback type or check-in source for the desired date.
      • Line graph: Click a data point on a desired line graph for the desired date.
      • Bar graph/Pie chart: Click the desired bar/section for the desired date.

      Work-order details display for the feedback type or check-in source.

    Note: You may sort the information in a report (table) by trade, category, location, priority, or tracking number.

    Spend by Priority

    A pie chart displays the committed spend based on the priority of work orders. Hovering the mouse over a desired section displays the priority type and invoice amount for that category. A high spend on high priority work orders may indicate that required services are not planned ahead. When services are not planned properly, there could be a need for adding high priority work orders, increasing the spend.

    Spend by Priority