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ID467 eAutomate User Daily Activity Log Overview

ID467

EAutomate User Daily Activity log...purpose is to send a list daily of the transactions (major transactions, calls,invoices, receipts, checks, etc) created by each user for that day.

 

This alert returns your activity in eAutomate. 

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 This alert is a great way to track employee activity.  Here is a little break down

Contract

  • Check the number of invoices processed – Invoices are all invoices completed by this user (Service invoices, Sales invoices, and Contract invoices).
  • Assure that they are not doing too many credits – Credit Memos are the number of credit memos issues in a day.  This includes voids.

Dispatch

  • Check the number of service calls entered into the system – SCCalls is the number of service calls entered by that user.
  • Check the number of service calls Invoiced – Invoices are all invoices completed by this user (Service invoices, Sales invoices, and Contract invoices).

E-Info

  • See how many service calls are entered by eInfo - SCCalls is the number of service calls entered by that user.

Supply Clerk

  • Check the number of Sales Orders entered in a day – SOOrders is the number of sales orders created in one day.
  • See how many sales orders are fulfilled each day -  Fulfillments are the number of sales orders are fulfilled each day.
  • Check to insure that sales orders are invoiced -  Invoices are all invoices completed by this user (Service invoices, Sales invoices, and Contract invoices)

AR Clerk

  • See how many new AR Customers are created -  ARCustomer are the number of new Customer records created in a day.
  • Make sure AR Clerk is entering AR Recipts- AR Receipts are the number of new AR Receipts entered into the system.

 Summary

The basics of this report are to track activity.  If you have two dispatchers you can see who is entering more calls.  Or if an employee says they are too busy, you can verify their work load.  This alert is an activity monitoring alert.  It will not show a specific issue but will show general activity.

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