PEC-REP/Current/RPRT/HRCXIiWDIntrDyPrcsDshBrd - Revision history

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{{Article
|Standalone=No
|DisplayName=Intraday Process Dashboard
|TocName=Intraday Process Dashboard
|Context=Analyze completed iWD tasks on an intraday basis.
|ComingSoon=No
|Role=Administrator, Supervisor
|Application=Reporting, Reporting GCXI
|Section={{Section
|alignment=Vertical
|structuredtext=[[File:HRCXIIntrdyPrcsDshBrd_Summary.png|300px|thumb|right|Summary Tab]]
[[File:HRCXIIntrdyPrcsDshBrd_Trending.png|300px|thumb|right|Trending Tab]]
[[File:HRCXIIntrdyPrcsDshBrd_TaskHandling.png|300px|thumb|right|Task Handling Tab]]
[[File:HRCXIIntrdyPrcsDshBrd_FinishedOverdue.png|300px|thumb|right|Finished Overdue Tab]]
Use the ('''CX Insights for iWD''' folder) > '''Intraday Process Dashboard''' to see an intraday overview of the completed iWD tasks that were overdue, along with the counts, percentages, and averages of completed iWD tasks, breaking down the average amount of time it took to complete tasks using three key metrics:

*Avg Finish Time — measuring the average time it took for tasks to be completed after entering the system,
*Avg Accept Time — measuring the average amount of time that tasks were backlogged before they reached a handling resource, and
*Avg Handle Time — measuring the average amount of time that resources worked on tasks.

The dashboard also provides an overview of the task backlog for a day or reporting interval, providing summary information about how many tasks are pending, how many tasks are overdue, and how many of the completed tasks were overdue. Data is organized by day, tenant, department, and business process.

==Understanding the Intraday Process Dashboard==
The dashboard is divided into four tabs:

*'''Summary''' tab — Provides an intraday high-level summary of the backlog for the period chosen. This is intended to be the starting point for analysis, enabling you to quickly spot trends in KPI and potential bottlenecks in tasks. For example, it can enable you to quickly recognize that the backlog is growing or shrinking.
*'''Trending''' tab — Provides at-a-glance information about trends occurring in the workload processing, and helps you to understand bottlenecks and intraday processing in more detail.
*'''Task Handling''' tab — Enables you to examine how handle time may be affecting the processing of tasks, and helps you to quickly spot any exceptions.
*'''Finished Overdue''' tab — Provides insights into tasks that were not serviced before their Service Level Agreement (SLA).

To get a better idea of what this dashboard looks like, view sample output from the dashboard:<br />
{{Repository|SampleiWDIntradayProcessPrototypeDshbrd.pdf||SampleiWDIntradayProcessDshbrd.pdf}}

The following tables explain the prompts you can select when you generate the dashboard, and the attributes and metrics that are represented in the dashboard:
|Status=No
}}{{Section
|sectionHeading=Prompts for the Intraday Process Dashboard
|anchor=Prompts
|alignment=Vertical
|structuredtext={{{!}}
!'''Prompt'''
!'''Description'''
{{!}}-
{{!}}Pre-set Date Filter
{{!}}From the list, choose a time period on which to report, and move it to the Selected list.
{{!}}-
{{!}}Start Date
{{!}}Choose the first day from which to gather report data.
{{!}}-
{{!}}End Date
{{!}}Choose the last day from which to gather report data.
{{!}}-
{{!}}Department
{{!}}Optionally, select one or more departments to include in the report.
{{!}}-
{{!}}Process
{{!}}Optionally, select one or more processes to include in the report.
{{!}}-
{{!}}Tenant
{{!}}Note: This field is reserved for future use. Optionally, select one or more tenants to include in the report.
{{!}}-
{{!}}}
|Status=No
}}{{Section
|sectionHeading=Attributes used in the Intraday Process Dashboard
|anchor=Attributes
|alignment=Vertical
|structuredtext={{{!}}
!'''Attribute'''
!'''Description'''
!'''Data Mart Table.Column'''
{{!}}-
{{!}}Tenant
{{!}}Note: This field is reserved for future use. Enables data within the reporting interval to be organized by tenant.
{{!}}TENANT.TENANT_NAME
{{!}}-
{{!}}Department
{{!}}Enables data to be organized by the name of the department for which iWD prioritizes and routes tasks.
{{!}}DEPARTMENT.DEPARTMENT_NAME
{{!}}-
{{!}}Process
{{!}}Enables data to be organized by the name of the business process, which is a core attribute of tasks and work items that define strategies for how to route them.
{{!}}PROCESS.PROCESS_NAME
{{!}}-
{{!}}Day
{{!}}Enables data within the reporting interval to be organized by a particular day within a month and year. Day values are presented in YYYY-MM-DD format.
{{!}}DATE_TIME.LABEL_YYYY_MM_DD
{{!}}-
{{!}}}
|Status=No
}}{{Section
|sectionHeading=Metrics used in the Intraday Process Dashboard
|anchor=Metrics
|alignment=Vertical
|structuredtext=The Intraday Process Dashboard is divided into four tabs:

*Summary
*Trending
*Task Handling
*Finished Overdue

{{{!}}
!'''Metric'''
!'''Description'''
!'''Source or Calculation'''
{{!}}-
{{!}} colspan="3" style="background-color:#F5F5F5"{{!}}'''Summary tab'''
{{!}}-
{{!}}Pending Diff
{{!}}The difference between the Entered and Finished metrics.
{{!}}Calculated as the difference between the Entered and Finished metrics (Entered-Finished), where:

*Entered is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].NEW_TASK_COUNT
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Entered
{{!}}The total number of new tasks of this classification that were submitted to iWD during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].NEW_TASK_COUNT
{{!}}-
{{!}}Finished
{{!}}The total number of tasks of this classification that were completed during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Finished Overdue
{{!}}The total number of completed tasks that were overdue during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].COMPLETED_OVERDUE_TASK_COUNT
{{!}}-
{{!}}Pending
{{!}}The current number of tasks that were pending (where the task status is Queued, Assigned, or Held) at the end of the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_PENDING_TASK_COUNT
{{!}}-
{{!}}Pending Overdue
{{!}}The current number of pending tasks that were overdue at the end of the reporting interval. A task is considered overdue when the SLA due date/time has been missed.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_OVERDUE_TASK_COUNT
{{!}}-
{{!}} colspan="3" style="background-color:#F5F5F5"{{!}}'''Trending tab'''
{{!}}-
{{!}}Entered
{{!}}The total number of new tasks of this classification that were submitted to iWD during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].NEW_TASK_COUNT
{{!}}-
{{!}}Finished
{{!}}The total number of tasks of this classification that were completed during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Finished Overdue
{{!}}The total number of completed tasks that were overdue during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].COMPLETED_OVERDUE_TASK_COUNT
{{!}}-
{{!}}Pending
{{!}}The current number of tasks that were pending (where the task status is Queued, Assigned, or Held) at the end of the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_PENDING_TASK_COUNT
{{!}}-
{{!}}Avg Handle Time
{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
{{!}}Calculated based on the value of the Handle Time and Finished metrics, where:

*Handle Time is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_WORK_TIME
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}} colspan="3" style="background-color:#F5F5F5"{{!}}'''Task Handling tab'''
{{!}}-
{{!}}Avg Handle Time
{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
{{!}}Calculated based on the value of the Handle Time and Finished metrics, where:

*Handle Time is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_WORK_TIME
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Avg Accept Time
{{!}}For completed tasks, the average amount of time that elapsed within the iWD system before tasks were assigned to a resource for the first time. This metric reflects how long, on average, tasks were backlogged.
{{!}}Calculated based on the value of the Accept Time and Finished metrics, where:

*Accept Time is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_ASSIGN_TIME
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Avg Finish Time
{{!}}The average amount of time that elapsed before agents completed tasks. This metric includes the time that tasks were backlogged, as well as work time.
{{!}}Calculated based on the value of the Finish Time and Finished metrics, where:

*Finish Time is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COMPLETE_TIME
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}} colspan="3" style="background-color:#F5F5F5"{{!}}'''Finished Overdue tab'''
{{!}}-
{{!}}Pending Overdue
{{!}}The current number of pending tasks that were overdue at the end of the reporting interval. A task is considered overdue when the SLA due date/time has been missed.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_OVERDUE_TASK_COUNT
{{!}}-
{{!}}Pending Overdue %
{{!}}The percentage of pending tasks that were overdue at the end of the reporting interval.
{{!}}Calculated based on the value of the Pending Overdue and Pending metrics, where:

*Pending is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_PENDING_TASK_COUNT
*Pending Overdue is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].TOTAL_OVERDUE_TASK_COUNT
{{!}}-
{{!}}Finished Overdue
{{!}}The total number of completed tasks that were overdue during the reporting interval.
{{!}}IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].COMPLETED_OVERDUE_TASK_COUNT
{{!}}-
{{!}}Finished Overdue %
{{!}}The percentage of completed tasks of this classification that were overdue during the reporting interval.
{{!}}Calculated based on the Finished Overdue and Finished metrics, where:

*Finished Overdue is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].COMPLETED_OVERDUE_TASK_COUNT
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}Avg Handle Time
{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
{{!}}Calculated based on the value of the Handle Time and Finished metrics, where:

*Handle Time is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_WORK_TIME
*Finished is: IWD_AGG_TASK_CLASSIF_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT
{{!}}-
{{!}}}
|Status=No
}}
}}

@@ Line 162: / Line 162: @@
 {{!}}-
 {{!}}}
-To view more detailed information about the metrics and attributes in this report, and other metrics and attributes that can be used to customize reports, see the [https://docs.genesys.com/Documentation/GCXI/9.0.0/PG/Welcome ''Genesys CX Insights Projects Reference Guide''].
+To view more detailed information about the metrics and attributes in this report, and other metrics and attributes that can be used to customize reports, see the ''{{Link-AnywhereElse|product=PEC-REP|version=Current|manual=GCXIMCPRG|topic=IWD|display text=Genesys CX Insights Multicloud Projects Reference Guide}}''.
 |Status=No
 }}
 }}

@@ Line 105: / Line 105: @@
 {{!}}-
 {{!}}Finished
-{{!}}The total number of tasks of this classification that were completed during the reporting interval.
+{{!}}The total number of tasks of this classification that were finished during the reporting interval.
 {{!}}-
 {{!}}Finished Overdue
-{{!}}The total number of completed tasks that were overdue during the reporting interval.
+{{!}}The total number of finished tasks that were overdue during the reporting interval.
 {{!}}-
 {{!}}Pending
@@ Line 122: / Line 122: @@
 {{!}}-
 {{!}}Finished
-{{!}}The total number of tasks of this classification that were completed during the reporting interval.
+{{!}}The total number of tasks of this classification that were finished during the reporting interval.
 {{!}}-
 {{!}}Finished Overdue
-{{!}}The total number of completed tasks that were overdue during the reporting interval.
+{{!}}The total number of finished tasks that were overdue during the reporting interval.
 {{!}}-
 {{!}}Pending
@@ Line 131: / Line 131: @@
 {{!}}-
 {{!}}Avg Handle Time
-{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
+{{!}}The average amount of time that agents worked on tasks before the tasks were finished.
 {{!}}-
 {{!}} colspan="2" style="background-color:#F5F5F5"{{!}}'''Task Handling tab'''
 {{!}}-
 {{!}}Avg Handle Time
-{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
+{{!}}The average amount of time that agents worked on tasks before the tasks were finished.
 {{!}}-
 {{!}}Avg Accept Time
-{{!}}For completed tasks, the average amount of time that elapsed within the iWD system before tasks were assigned to a resource for the first time. This metric reflects how long, on average, tasks were backlogged.
+{{!}}For finished tasks, the average amount of time that elapsed within the iWD system before tasks were assigned to a resource for the first time. This metric reflects how long, on average, tasks were backlogged.
 {{!}}-
 {{!}}Avg Finish Time
-{{!}}The average amount of time that elapsed before agents completed tasks. This metric includes the time that tasks were backlogged, as well as work time.
+{{!}}The average amount of time that elapsed before agents finished tasks. This metric includes the time that tasks were backlogged, as well as work time.
 {{!}}-
 {{!}} colspan="2" style="background-color:#F5F5F5"{{!}}'''Finished Overdue tab'''
@@ Line 153: / Line 153: @@
 {{!}}-
 {{!}}Finished Overdue
-{{!}}The total number of completed tasks that were overdue during the reporting interval.
+{{!}}The total number of finished tasks that were overdue during the reporting interval.
 {{!}}-
 {{!}}Finished Overdue %
-{{!}}The percentage of completed tasks of this classification that were overdue during the reporting interval.
+{{!}}The percentage of finished tasks of this classification that were overdue during the reporting interval.
 {{!}}-
 {{!}}Avg Handle Time
-{{!}}The average amount of time that agents worked on tasks before the tasks were completed.
+{{!}}The average amount of time that agents worked on tasks before the tasks were finished.
 {{!}}-
 {{!}}}

@@ Line 56: / Line 56: @@
 {{!}}Process
 {{!}}Optionally, select one or more processes to include in the report.
 {{!}}-
 {{!}}}

@@ Line 7: / Line 7: @@
 |Role=Administrator, Supervisor
 |Application=Reporting, Reporting GCXI
 |Section={{Section
 |alignment=Vertical
 |structuredtext=[[File:HRCXIIntrdyPrcsDshBrd_Summary.png|300px|thumb|right|Summary Tab]]
 [[File:HRCXIIntrdyPrcsDshBrd_Trending.png|300px|thumb|right|Trending Tab]]
@@ Line 24: / Line 19: @@
 *Avg Handle Time — measuring the average amount of time that resources worked on tasks.
-The dashboard also provides an overview of the task backlog for a day or reporting interval, providing summary information about how many tasks are pending, how many tasks are overdue, and how many of the completed tasks were overdue. Data is organized by day, tenant, department, and business process.
+The dashboard also provides an overview of the task backlog for a day or reporting interval, providing summary information about how many tasks are pending, how many tasks are overdue, and how many of the completed tasks were overdue. Data is organized by day, department, and business process.
 ==Understanding the Intraday Process Dashboard==
@@ Line 38: / Line 33: @@
 The following tables explain the prompts you can select when you generate the dashboard, and the attributes and metrics that are represented in the dashboard:
 |Status=No
 }}{{Section
@@ Line 45: / Line 38: @@
 |anchor=Prompts
 |alignment=Vertical
 |structuredtext={{{!}}
 !'''Prompt'''
@@ Line 65: / Line 56: @@
 {{!}}Process
 {{!}}Optionally, select one or more processes to include in the report.
 {{!}}-
 {{!}}}
 |Status=No
 }}{{Section
@@ Line 77: / Line 63: @@
 |anchor=Attributes
 |alignment=Vertical
 |structuredtext={{{!}}
 !'''Attribute'''
 !'''Description'''
 {{!}}-
 {{!}}Department
@@ Line 96: / Line 77: @@
 {{!}}-
 {{!}}}
 |Status=No
 }}{{Section
@@ Line 103: / Line 82: @@
 |anchor=Metrics
 |alignment=Vertical
 |structuredtext=The Intraday Process Dashboard is divided into four tabs:
@@ Line 183: / Line 160: @@
 {{!}}}
 To view more detailed information about the metrics and attributes in this report, and other metrics and attributes that can be used to customize reports, see the [https://docs.genesys.com/Documentation/GCXI/9.0.0/PG/Welcome ''Genesys CX Insights Projects Reference Guide''].
 |Status=No
 }}
 }}

@@ Line 30: / Line 30: @@
 To get a better idea of what this dashboard looks like, view sample output from the dashboard:<br />
-{{RepositoryTemp|SampleiWDIntradayProcessPrototypeDshbrd.pdf|47015065121|SampleiWDIntradayProcessDshbrd.pdf}}
+{{Repository|SampleiWDIntradayProcessPrototypeDshbrd.pdf||SampleiWDIntradayProcessDshbrd.pdf}}
 The following tables explain the prompts you can select when you generate the dashboard, and the attributes and metrics that are represented in the dashboard: