Fallmanagement Dashboard/en: Unterschied zwischen den Versionen
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Isan (Diskussion | Beiträge) Die Seite wurde neu angelegt: „The filter for the advisor can be either fixed in edit mode, or the selection is activated in view mode.“ |
Isan (Diskussion | Beiträge) Die Seite wurde neu angelegt: „Double-clicking on a status opens a selection dialog in which the respective periods and connected tickets are listed. The tickets/periods can also be opened by double-clicking.“ Markierungen: mobile web edit mobile edit |
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The case management dashboard provides | The case management dashboard provides Experts, Professionals, and Observers with information on the status of received tickets. | ||
[[Datei:Fallmanagement Dashboard.png|left|thumb| | [[Datei:Fallmanagement Dashboard.png|left|thumb|901px|Case management dashboard]] | ||
<br clear=all> | <br clear=all> | ||
<span id="Fallmanagement_KPIs"></span> | |||
== Case management KPIs == | == Case management KPIs == | ||
The following KPIs are available for the case management | The following KPIs are available for the case management. How to customize and create dashboards is described in <b>[[Special:MyLanguage/Dashboards|Create and edit dashboards]]</b>. | ||
__TOC__ | __TOC__ | ||
[[Datei:Akten nach Status.png|right|702px]] | |||
<span id="Akten_nach_Status"></span> | |||
===Dossiers by state=== | ===Dossiers by state=== | ||
An evaluation of the case management dossiers of the active management system by their processing status is done here. There is the option of filtering by advisors. Additionally, it's possible to only display dossiers starting from a select date (dossiers before this date will no longer be displayed). | An evaluation of the case management dossiers of the active management system by their processing status is done here. There is the option of filtering by advisors. Additionally, it's possible to only display dossiers starting from a select date (dossiers before this date will no longer be displayed). | ||
The | The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode. | ||
Double-clicking on a circle segment opens a dialog in which the respective dossiers are listed. The dossiers can also be opened by double-clicking. | |||
[[Datei:FM KPI Meldungen nach Abschlussgrund.png|right|701px]] | |||
<span id="Meldungen_nach_Abschlussgrund"></span> | |||
=== Tickets by closing reason === | |||
Displays all tickets according to their reason for completion. Optionally, tickets can be filtered by advisor. | |||
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode. | |||
Double-clicking on a circle segment opens a selection dialog in which the respective tickets are listed. The tickets can also be opened by double-clicking.<br clear=all> | |||
[[Datei:FM KPI Neue Meldungen.png|right|500px]] | |||
<span id="Neue_Meldungen"></span> | |||
=== New tickets === | |||
Shows all tickets that have been newly received. | |||
Optionally, it can be configured that all tickets that are being processed but have not been assigned to a person responsible are also displayed. | |||
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode. | |||
Clicking on the subject of the ticket will open it. | |||
[[Datei:FM KPI Status nach Verantwortlichen.png|right|702px]] | |||
<span id="Meldungen_nach_Status"></span> | |||
=== Tickets by state === | |||
This | This is where the case management tickets from the active management system are evaluated according to their processing status. | ||
It is possible to filter according to advisors or support teams. In addition, you can specify that only tickets received as of a specific date are displayed. | |||
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode. | |||
Double-clicking on a status opens a selection dialog in which the respective tickets are listed. The tickets can also be opened by double-clicking. | |||
[[Datei:CM-KPI FristenNachStatus.png|right|700px]] | |||
<span id="Fristen_nach_Status"></span> | |||
=== Periods by state === | |||
This is where the periods assigned to case management tickets from the active management system are evaluated. | |||
It is possible to filter according to the advisor, the support team, or the period begin date. | |||
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode. | |||
Double-clicking on a status opens a selection dialog in which the respective periods and connected tickets are listed. The tickets/periods can also be opened by double-clicking. | |||
Aktuelle Version vom 10. Oktober 2023, 11:14 Uhr
The case management dashboard provides Experts, Professionals, and Observers with information on the status of received tickets.
Case management KPIs
The following KPIs are available for the case management. How to customize and create dashboards is described in Create and edit dashboards.
Dossiers by state
An evaluation of the case management dossiers of the active management system by their processing status is done here. There is the option of filtering by advisors. Additionally, it's possible to only display dossiers starting from a select date (dossiers before this date will no longer be displayed).
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode.
Double-clicking on a circle segment opens a dialog in which the respective dossiers are listed. The dossiers can also be opened by double-clicking.
Tickets by closing reason
Displays all tickets according to their reason for completion. Optionally, tickets can be filtered by advisor.
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode.
Double-clicking on a circle segment opens a selection dialog in which the respective tickets are listed. The tickets can also be opened by double-clicking.
New tickets
Shows all tickets that have been newly received.
Optionally, it can be configured that all tickets that are being processed but have not been assigned to a person responsible are also displayed.
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode.
Clicking on the subject of the ticket will open it.
Tickets by state
This is where the case management tickets from the active management system are evaluated according to their processing status.
It is possible to filter according to advisors or support teams. In addition, you can specify that only tickets received as of a specific date are displayed.
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode.
Double-clicking on a status opens a selection dialog in which the respective tickets are listed. The tickets can also be opened by double-clicking.
Periods by state
This is where the periods assigned to case management tickets from the active management system are evaluated.
It is possible to filter according to the advisor, the support team, or the period begin date.
The data is selected either in the editing mode, in the dialog window, or by activating data selection in the view mode.
Double-clicking on a status opens a selection dialog in which the respective periods and connected tickets are listed. The tickets/periods can also be opened by double-clicking.