Daily Inquiry

 The following table provides descriptions of some of the terms you might see used in the Daily Inquiry.

The following table represents the various statuses an assignment could be on the Daily Inquiry.

Searching for Employees

To view an employee's details in the Daily Inquiry screen, the employees can be searched for by providing the following search criteria in the Search Daily Inquiry screen:

• Schedule Date – Past date or current date
• Facility
• Schedule (new release)
• Supervisor (new release)
• ID (new release)
• Last Name
• First Name

To search for an employee:

1. Select date and desired search criteria
2. Type date or select from drop-down calendar radio button

3. Click Search and the records for associates matching the selected criteria are listed in the "Associate Search” results section of the Daily Inquiry.

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Viewing Search Results

Employees will be listed in the results based on search criteria

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Selecting Employees

From search results, you can now search for all employees with the search criteria

Select an Associate

1. Scroll up/down for selected associate from results
2. Select/Click on any column of desired associate
   1. the selection will turn blue

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1. The “Employee Daily Summary’ HEADER section will list employee name selected

2. Schedule will be listed and reflect based on criteria selected and show when last updated

3. The line graph icon will display next to the schedule date

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The dates are also hyperlinked and clicking on them will populate the items on the right accordingly.

Viewing Employee Schedule

• The 7 day work week schedule is displayed on the left hand
• The productivity data details for a selected date is displayed in the right hand side
  • The line graph view can be selected from the data details section
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1. Once an employee is selected the schedules section will reflect the calendar week (7 days) from Sunday to Saturday.
   1. The selected date will default to header/criteria date
2. The selected date will be shaded in the schedules sections
3. The last productivity update of employee for selected date is displayed in the bottom right of the “Employee” area
4. To select a different date within the displayed work week
   1. Select over the date i.e. (2016-11-09) WED: in the schedules area
   2. Verify by the schedule date change by date in header
      
      
      

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      The green and dark blue bars illustrate the employee's schedules on each day. The green bar represents the schedule the employee was assigned to work. The blue bar represents the actual schedules the employee worked. Only days containing actual work schedules will have a blue bar. In the screenshot below, you can see that the employee was assigned to a 5 day scheduled work week (Monday through Friday)

      Also, contained within the bars are the Schedule start and end times:

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Viewing Performance Data

The performance data is broken down in 4 sections

1. Schedule
   1. Work Hours
2. Metrics
   1. Performance
   2. Adj. Performance
   3. Utilization
   4. Effectiveness
   5. Total Performance
3. Hours
   1. Time on standard
   2. Delay
   3. Indirect
   4. Paid Break
   5. Unpaid Break
4. Other Hours
   1. Adj. Standard
   2. Standard
   3. KVI/Hold
      
      
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Viewing Performance Line Graph

Selecting the  “graph” icon in header bar generates graph to view expected v actual hours. Selecting again reverts back to data view.

• Orange bar illustrates “Expected” hours
• Green bar illustrates “Actual” hours

The below graph illustrates the associate is taking more "Actual" time to complete assignments than what is "Expected" in hours/time.

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Viewing Work Assignment Tasks

If there are two or more tasks within a work assignment, you can view them by clicking on the link of the work assignment number. 
To view the details of the tasks within an assignment:

1. Access the Daily Inquiry screen.
2. Search and display the employee information in Daily Inquiry screen.

3. The assignment is provided with a hyperlink.

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1. Refresh: The refresh button will update the assignments with the most current at the top.
   
2. Save: After editing an assignment, the save button allows you to save the change.
   
3. Re-Calc: The Re-Calc button will re-calculate assignment data after it has been edited.
   

4. Settings: The settings button allows you to add or delete different fields that appear in the assignment details chart.

    

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   When you select an assignment, more header options will appear.

5. Add: This allows you to manually enter a new assignment.
   
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6. Delete: This button allows you to delete the assignment that is currently selected.
   
7. Trip Audit: This button runs a trip audit. See Running a Trip Audit below for details.
   
8. Transfer: This button allows you to transfer an assignment to another employee and will prompt you for the employee ID you wish to transfer to.
   
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When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment

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   Info

   • This table displays the task lines of the selected assignment in the order in which the tasks occurred. The Non Adj Start Time and Non Adj End Time are the true start and end times that were sent from the WMS file.

Running a Trip Audit

Trip Audit provides a detailed report of the selected assignment(s) which displays the determinants that were triggered and travel from location to location, if travel is enabled.

To view the Trip Audit Report of an assignment:

1. Access the Daily Inquiry screen.
2. Search and display the employee information in Daily Inquiry screen.

3. Select the assignment(s) you want to generate report by selecting the assignment(s), which is done by clicking on the entire line and not only the Assignment ID link. To select multiple assignments, hold the Shift button as you click on multiple assignments.

   

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4. Click Trip Audit   on the HEADER in the upper right to view the Report.

5. Select which report type and click Submit.

   

   
   
   

   
   
   

   Tips

   • Audit units displayed in the Trip Audit reference the field last mentioned in the Work Time Function located under Determinant.
6. You can export the report by clicking  at the top left of the screen.

7. Select the format output for the report from the popup menu.

   
   
   
   

   Info

   • There are various format output types:
     1. PDF
     2. Excel
     3. Word
     4. Rich Text
     5. Comma Separated Values

8. The report must be exported before it can be printed.  By clicking , the report will be exported to PDF.
   
   

   Caution

   • You must have a printer driver installed locally on the the computer you are trying to print from.