Insights - Templates for operations reports

Shariq Samira
Shariq Samira
  • Updated

 

There are three templates available to view operations for your business using Insights

Worker Utilization

Progress Tracking

Assets Exports

 

Worker Utilization

The worker utilization template can be used to visualize daily worker allocations, percentage of worker utilization and actual versus allocated worker times. Based on number of fieldworkers this template can be extended to determine the following metrics for your team to enable better field worker utilization

  • How well are the fieldworkers being utilized (or allocated) and how to improve these work allocations?
  • How many workers were allocated beyond 40 hours (Over-time)
  • How many workers were allocated this week and what is the worker utilization %?
  • What is the 4 week allocation (& un-allocation) trend (utilization%)?
  • What is worker allocations vs actual timesheets generated and the variance between the two? 

Please note that 

  • if timesheets were submitted as forms then the worker’s utilization may not be accurate as data from forms can cause a lot of variance due to the Q&A format
  • All fieldworkers present in your list will be considered as total number of active workers for these calculations

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Progress Tracking

To help you plan better and ensure timely completion of projects this progress tracking template will enable you to closely track current statuses of work orders, % of work completed and ETA to complete the orders, . This template can be extended to determine the following metrics for your team to enable better tracking of work progress

 

  • Track order timeline, duration of the order and actual working days based on allocations
  • What is planned vs delivered vs remaining quantities?
  • Productivity Metrics
    • Planned units/man hour vs actual units/man hour (or vice-versa)
  • The daily trend of progress on actual quantities completed or productivity trend
  • Investigation Reports
    • The breakdown of planned vs allocated vs actual worker hours
    • History of the past orders and their productivity?

Please note that

  • This dashboard will only track one quantity per order
  • if timesheets were submitted as forms then this progress tracking may not be accurate as data from forms can cause a lot of variance due to the Q&A format
  • dashboard is filtered on order ID which means all the charts are filtered by the order ID that I as a supervisor want to deep dive on except for the last chart (shows all the orders and their productivity)

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Assets Exports

Insights can now assist you to download a list of all your assets. This export will have various columns pertaining to asset details like Name, Description, Rego Number, Serial number, Year, Make, Model, Skills, Modified time, Number reading, Tags, External ID

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