This is one of our newer Technician Productivity reports (introduced January 2012). Its purpose is to provide some fairly raw numbers showing just what each tech has done with the dispatches given him (i.e., how many resulted in completions, how many in part orders, etc.).
The report’s output loads into Excel, and on that basis takes advantage of greater width availability than can display well in this manual. Nevertheless, here’s a shrunken image to give you some idea of what’s involved:
The report’s methodology is as follows:
This system reads within your Archived-ScheduleList, finding all appointments that fit within the requested date range.
It iterates through that set of appointments, once for your operation as a whole, then for each tech in your current roster, then for any appointments that have not tech assignment, or whose assignment is to other than a current-roster tech.
As it works with each particular appointment, it uses the appointment’s CheckOff symbol to deduce whether the appointment should be deemed the job having been “ Completed ” (Heart symbol), in a customer “ No - Show ” (Diamond symbol), or otherwise.
If the CheckOff symbol is otherwise (i.e., not a Heart symbol or Diamond symbol), the system examines the narrative history within the applicable JobRecord (assuming the same can be found, which in virtually all cases should be true) to see whether parts were ordered; if so, the appointment is scored in the “ Parts Ordered ” category). If in this mode (i.e., the appointment did not have either a heart or diamond symbol) and there is no evidence in the narrative history that parts were ordered, the appointment/dispatch is scored within the “ No disposition ” category.
The system iterates through as per above three different times. First it does it for all appointments (blue section in the above-illustrated output). Then it does for appointments that, based on the system looking in each item’s relevant JobHistory, it is able to deduce had a prior-fulfilled appointment (pink section in the above-illustrated output). Finally, it does it for those appointments where there was not basis, upon reading an applicable JobHistory, to conclude there had been prior appointments (green section in above-illustrated output).
Based on the quantities and percents as tallied via each of the above-described iterations, the system enters resulting data into an Excel spreadsheet in the pattern as shown above.