How do I use the Ops Dashboard?

Click on the Links Icon in the Top Menu Bar to open The Links Dropdown (1)

Select Ops Dashboard (2)

The Dashboard Tab is the default Tab and will show first. If you click on Check Ins Tab and want to get back to Dashboard then Click on the Dashboard Tab (1)

The Dashboard Tab

Main Toolbar

The Main Toolbar in the Dashboard Tab (1) has a Date Filter (2), an Issues Filter (3) and 3 Buttons (Refresh (4), Download Excel (5), Open in New Window (6)

The Filters

The Date Filter has the following options to choose from Last 7 days, Next 7 Days, This Month, Select Date (2). Select whichever option is relevant for example if wanting to view last weeks performance Select Last 7 Days from the Dropdown menu

If you select the Select Date option, two boxes appear that allow you to specify a date range. Click on the arrow in the dropdown for Start Date (1) and End Date (2) to open the Calendar and Select the Date (3)

*Note: The dates will take effect as soon as the Date To filter has been specified. The page will immediately reload.

The Issues Filter has an All or Issues Only option (2). The Issues Only option allows you to narrow down shifts that have issues. 

The Buttons

The Refresh Button will reload the table data (4)

The download Excel button will download the filtered data to an Excel. Open your downloads folder

on your PC to access the Excel file (5)

The Open in New Wndow Button will open the View in a New Window (6)

The Grid

The Grid uses the robot colours to highlight areas of concern for areas measured as per the below:

• Red – work is less than 75% done.
• Orange – work is higher than 75% done but not 100% done.
• Green – work is either 100% done or there has not been work set for it, so it is flagged green.

The measurements are explained below:

• Campaign Setup - Is anything missing from the campaign setup?
  • Survey - If they are required to do a survey this tells us if a survey has been created, and has questions allocated. 
  • Sales - If required to do SKU/Sales feedback, this tells you if there are products selected and questions to answer for the Sales feedback.
  • Feedback – If required to do Feedback, this tells you if there is a feedback questionnaire with questions on it.
• Shift Setup - Is anything missing from the shift setup?
  • Training - Shows the number of shifts that have promoters who passed their training on this campaign
  • Shifts – Shows the number of shifts that have promoters assigned to them compared to the total number of shifts scheduled for the date range you have filtered for.
  • Shifts Rates – Shows the number of shifts that do not have hourly rates allocated to them
• Shift Status - For the shifts that are running, how complete are they
  • GPS - Of the check-in's that have happened, how many were within 1km of the venue
  • Survey Count - How many shifts have had surveys submitted?
  • Sales - Of the venues running, how many have had Sales captured?
  • Feedback - Of the venues running, how many have had Feedback captured?

The Grid Column Filters

To narrow down issues Click on any of the Column Filters and Select appropriate values for example Select the Survey Column Filter the Dropdown will show 0, 50 or 100, Select 0 to see which projects have no Survey Set up, Select 50 for projects thats have only completed some of the set up for example questions have been done but no answers.

Links in the Grid

• The Campaign column has links that, when clicked, will take you the specific campaign
  
• The Training column has a link that will open up a window showing the break down of passed/failed promoters based on their region:
  
• The Shifts column has links that, when clicked, open up a pop up that shows the shifts per region.

  E.g. In this example, we have 1406 shifts on a campaign, but only 1234 of them have had promoters assigned to them. (There may be more shifts over the course of the campaign, but the grid just shows the ones for the selected date range)
  

• The GPS column shows how many of the check-in's for the shifts were within 1km of the venue (either promoters are faking their check-in, or the venue may be located incorrectly). 
  
• Sales and Feedback - Clicking on the link here shows you the venues that have not had Sales or Feedback submitted, and shows you a list of the promoters working at those venues so you can call them to follow up:
  

The Check Ins Tab

The Toolbar

Click on the Check Ins Tab to view check In Status (1)

Optional - Click Refresh if you need to refresh any data (2)

Use the filters to narrow search i.e. Date, Regions, Agents, AM,AD,ES, Show Issues Filters. Note: Only 1 choice can be selected from the dropdown (3)

Select the Shift Times Filter Button to select a specific check in time i.e. 9:00AM (4)

Shift Times and Navigation

Select the Shift Times Filter Button, drag the scroll bar down to navigate to the Time if required (1)

Click on the Time to select it (2)

Opening the Collapsing Sections

Click on the Arrow for each Section to open it (1)

Viewing the Outstanding Check Ins

Look for the Region you are Managing i.e. Tradeway CT and Click on the Number Cell in that Row under the Outstanding Column (1)

Editing the Outstanding Check Ins

Contact the people who are late checking in using the details on screen (1)

Edit the Shift Comment by Clicking on the Edit Link (2)

Update the Run Status by Selecting the Relevant Status from the Dropdown (3)

Type in the Shift Comment i.e. No Answer (4)

Select Update to Save the Comment (5)