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ID467 eAutomate User Daily Activity Log Overview & Sample

Daily review of activity by User ID

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

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Overview

Overview

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.

 

Run Schedule: Weekday Evenings

Type of Output: Email

 

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Sample

Sample

ID467Sample.PNG

 

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Variables

Variables

ID467Variables.PNG

Variable W: Enter number of days back to tally transactions

Variable X: Enter User IDs to trigger on (separated by comma) OR leave blank for ALL

ID467userID.PNG

Variable Y: Enter Branch Numbers for alert to trigger on (leave blank for ALL)

 

 

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Alert Functionality

Alert Functionality

-Requires eAuto Employee Record has User ID, please use ID221 to be notified of Employee Record missing UserID

ID467userID.PNG

-Alert is set to look back 3-days when it fires on Monday's; otherwise alert looks back to previous day only.

 

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Best Practices & Tips

Best Practices & Tips

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).

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.

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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Related Alerts

Related Alerts

ID221 -eAuto Users Not Set Up Correctly

ID568 - eAuto Activity Trends

 

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