Workload Analysis 

Use

Using the workload analysis, you can establish the workload of individual users, positions, jobs or organizational units.

You can look into the past ("completed since...") and into the future ("to be processed by...") in order to establish workload.

Features

Workload for the past

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

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

  1. The work item must represent a single-step task that satisfies the selection criteria specified as a task filter.
  2. The work item must be a dialog work item.
  3. The work item must have the status completed.
  4. The actual agent of the work item is a user who is assigned directly or indirectly to the organizational entity specified.

The result of the selection is displayed with the following information in the list Work items completed according to agent and task:

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

Export as Microsoft Excel document

The list displayed can be exported as a Microsoft Excel document. To do this, choose the function Excel.

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:

In addition, the following times are calculated:

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

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

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

Workload for the future

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

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

  1. The work item must represent a single-step task that satisfies the selection criteria specified as a task filter.
  2. The work item must be a dialog work item.
  3. The work item must have one of the following statuses: waiting, ready, in process, reserved or executed.
  4. The actual agent of the work item must be a user who is assigned directly or indirectly to the organizational entity specified.

    5. 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.

  5. There must be at least one user among the possible agents of the work item, who is assigned directly or indirectly to the organizational entity specified.

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

  6. 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 current agents and single-step 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.

When no date is specified, a user's workload corresponds to the contents of their worklist in the Business Workplace.

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.

Activities

To call workload analysis, choose Tools ® Business Workflow ® Development ® Reporting ® Workload analysis.

To determine the past workload, choose the option Completed since on the selection screen Workload analysis. For future workload choose To be processed by.

Use the F4 input help for all other specifications.