Office Persons’ Productivity Report (Office)

This report was added in August 2015.  Its purpose is to allow analysis of how much each office person has contributed, according to a variety of measures.  It’s methodology is very simple:

  1. ‍It reads in both your current and archived JobRecords, seeking to find all that may potentially have narrative history notes that fit within the date period you have specified for report inclusion.
  2. ‍For each date-period-fitting note it finds, it parses the text to determine if it seemingly describes one of several different kinds of tallied events.
  3. ‍If the text seems to describe such an event, it looks further to see if it can extract a two-letter code that seems to designate and office person.
  4. ‍If it is able to do the above, it tallies that note to a count of such events for that office person.
  5. ‍It displays all resulting tallies, in fashion such as this:

To get an idea of how a report like this might be gleaned for information, just take a look.  At a glance in the first column, you can see that "JG" was most productive in creating new jobs, while "ML" was considerably more productive in creating appointments outside of initial job creation (just look for the largest numbers as seen in the first two columns, above).  "ML" was also big on managing appointment changes.  Going on the down line, you can compare productivity in several other areas.  "JJ," for example, was the largest actor in managing PartsProcess (special-order parts) activities, and "LB" was just barely behind.  In the farthest right "Totals" column, you can readily see that "LB" participated in the greatest quantity of actions overall (at least in terms of what we are managing to measure here).

You may notice there are two groups of listed office persons, with a gap in-between.  Basically, those in the first group are pulled from your current-at-the-moment "officepersons-roster" as maintained in your ServiceDesk Settings form.  Those in the second group involve note entries with other office-person abbreviations (i.e., ones that are no longer found in your current roster).