Workload Analysis

Workload for the past

The selection produces a list of work items completed by the members of the organizational object before the specified date.

A work item must meet the following criteria to be displayed in this list:

• The work item must represent a task that satisfies the selection criteria specified as a task filter.

• The work item must be a dialog work item.

• The work item must have the status completed.

• The actual agent of the work item is a user who is assigned directly or indirectly to the organizational object is specified.

The result of the selection is displayed with the following information in the list Completed Work Items by Agent and Task:

• Organizational unit of the actual agent

• Agent

• Number of the task represented by the work item

• Date of final completion

• Work item text

• Processing duration

If you double-click on an entry, you go to the relevant work item display.

Formatting for statistical purposes

The information can be formatted for statistical purposes.

To do this, position the cursor on one of the columns Org. unit, Agent, Task, or Date, and select the function Statistics.

Depending on the column you selected, the following information is displayed:

• Organizational unit and number of work items completed by an employee from the organizational unit.

• Agent and number of work items completed by this agent.

• Task and number of work items for this task, which were completed.

• Date and number of work items completed on this date.

In addition, the following times are calculated:

• 10% threshold:

  For 10% of the work items, the duration of processing was shorter than the time specified.

• 50% threshold:

  For half of the work items, the duration of processing was shorter than the time specified.

• 90% threshold:

  For 90% of the work items, the duration of processing was shorter than the time specified.

For more information, see Threshold Value and Average Value.

Workload for the future

The selection produces a list of work items that must be processed by the members of the organizational object by the date entered.

A work item must meet the following criteria to be displayed in this list:

• The work item must represent a task that satisfies the selection criteria specified as a task filter.

• The work item must be a dialog work item.

• The work item must have one of the following statuses:

  • Waiting

  • Ready

  • In process

  • Reserved

  • Executed

• The actual agent of the work item has to be a user who is assigned directly or indirectly to the organizational object is specified.

  This only applies to work items with the status waiting, in process, reserved, or executed, since there can only be an actual agent in these cases.

• There has to be at least one user in the possible agents of the work item who is assigned directly or indirectly to the organizational object is specified.

  (This only applies to work items with the status waiting or ready since these do not yet have a actual agent).

• The latest end for processing the work item must be before the date entered.

The result of the selection is displayed in the list Workload for .... The list of work items is grouped according to actual agents and tasks. At the end of the list, the work items and tasks for which no actual user exists are displayed under the header Not reserved by an agent.

Operations on the list

You can go to the definition of a task by double-clicking.

You can display the work items for a task by double-clicking on the plus sign in front of the task.

You can go to the work item display by double-clicking on a work item.