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ID372 - Tech Productivity Incompletes Overview & Sample:

This subreport of ID204/Tech Productivity Report provides details on tech incomplete and reschedule calls. 

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

ID372 - Tech Productivity Incompletes focuses on incomplete and rescheduled calls, providing granular data essential for evaluating technician efficiency. This sub report of the ID204 Tech Productivity Report helps identify areas where technicians may need additional support or resources to complete service calls effectively.

Tracking incomplete and rescheduled calls ensures managers can address root causes, such as inventory issues, training gaps, or operational inefficiencies. This report complements ID204's broader technician productivity metrics by diving deeper into call-specific outcomes.

Note: Proper handling of incomplete and rescheduled calls is essential for accurate reporting. Follow Best Practices for Rescheduling Service Calls to ensure that incomplete calls are correctly linked to their rescheduled counterparts.

See Alert Functionality for more details

Run Schedule: N/A
Type of Output: Manually Run On Demand Report accessed via SSRS reports folder

 

 

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Sample

Sample

The report provides a snapshot of incomplete and rescheduled calls along with key metrics.

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Key Metrics Include:

  1. Total number of calls marked Incomplete
  2. Total amount of Calls from Incompletes / Rescheduled Calls
  3. Incomplete code used on service call
  4. Highlighted Yellow: Materials used on the service call 

 

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Variables

Variables

None

 

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Alert Functionality

Alert Functionality

 

Accessing the Report:

  1. Drill through from ID204 Tech Productivity Report: Click on relevant cell entries to access this subreport.

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     2. Run directly from SSRS Reports: Locate Technician Productivity Incompletes - ID372 in your SSRS report list.

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If you encounter an error related to SSRS security while accessing reports, follow the steps outlined in this guide: Security for SSRS Reports & Custom Property Set-Up.

How the Alert Works:

  1. Total Incompleted Calls: Displays the total number of incomplete calls within the reporting period, as defined by the report filter settings. (Note: The report includes all incomplete and rescheduled calls, but only calls within the specified reporting period contribute to the total count shown at the top.)
  2. Total Rescheduled Calls: Indicates the number of follow-up calls (rescheduled calls) linked to incomplete calls. eAutomate treats the first call as "incomplete" and the subsequent follow-up as "rescheduled."
  3. Service Call Tracking: Tracks service call details, including the initial call (invoiced) and the final call (invoiced). Italicized results highlight calls outside the reporting period for added context in identifying long-term trends. 2.png
  4. Incomplete Codes: Displays the incomplete code used on service calls, offering insight into the reasons for incomplete resolutions (e.g., "Need Parts").
  5. Material Usage: Shows resources and materials used on incomplete or rescheduled service calls, helping to analyze cost and resource efficiency.
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Best Practices & Tips

Best Practices & Tips

  1. Configuring Incomplete Codes:
    • Use standardized incomplete codes to track reasons for service disruptions (e.g., "Need Parts").
    • Configure codes to automatically create rescheduled calls and place them on hold if required.
  2. Linking Rescheduled Calls:
    • Always mark calls as incomplete before creating a rescheduled call. Use the "Reason for Incomplete" field on the Miscellaneous tab for tracking.
  3. Troubleshooting Technician Visibility:
    • If a technician does not appear in the report, ensure they closed at least one non-cancelled call during the reporting period.
    • Verify their employee record is properly set up, as detailed in the Technician Employee Record Setup Guidelines.
  4. Tracking Incompletes and Reschedules:
    • Regularly review incomplete and rescheduled call data to identify trends, such as inventory gaps or technician training needs.
  5. Using Related Reports:
    • Combine ID372 insights with broader reports like ID204 for gross productivity metrics or ID207 for parts variance analysis.

 

 

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Related Alerts

Related Alerts

ID204 - Tech Productivity Report (main report)

ID205 - Tech Productivity Time Log (time tracking)

ID206 - Tech Productivity Callback Report (callbacks)

ID207 - Pages Serviced & Parts Variance (detailed parts analysis)

ID28 - Power BI Tech Productivity

 

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