Fallmanagement Dashboard/en: Unterschied zwischen den Versionen
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[[Datei:Akten nach Status.png|right| | [[Datei:Akten nach Status.png|right|702px]] | ||
<span id="Akten_nach_Status"></span> | <span id="Akten_nach_Status"></span> | ||
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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> | 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| | [[Datei:FM KPI Neue Meldungen.png|right|500px]] | ||
<span id="Neue_Meldungen"></span> | <span id="Neue_Meldungen"></span> | ||
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Clicking on the subject of the ticket will open it. | Clicking on the subject of the ticket will open it. | ||
[[Datei:FM KPI Status nach Verantwortlichen.png|right| | [[Datei:FM KPI Status nach Verantwortlichen.png|right|702px]] | ||
<span id="Meldungen_nach_Status"></span> | <span id="Meldungen_nach_Status"></span> | ||
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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. | 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]] | |||
=== Fristen nach Status === | |||
Hier erfolgt die Auswertung der mit Meldungen des Fallmanagements verknüpften Fristen aus dem aktiven Managementsystem. | |||
Wahlweise kann nach Sachbearbeitern, Betreuungsteams oder Fristbeginn gefiltert werden. | |||
Die Datenselektion erfolgt entweder im Bearbeitungsmodus, über das Dialogfenster oder es wird die Datenselektion im Ansichtsmodus aktiviert. | |||
Durch Doppelklicken auf einen Status öffnet sich ein Auswahldialog, in dem die jeweiligen Fristen und dazugehörigen Meldungen aufgelistet werden. Die Meldungen/Fristen können auch mittels Doppelklick geöffnet werden. | |||
Version vom 10. Oktober 2023, 11:12 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.
Fristen nach Status
Hier erfolgt die Auswertung der mit Meldungen des Fallmanagements verknüpften Fristen aus dem aktiven Managementsystem.
Wahlweise kann nach Sachbearbeitern, Betreuungsteams oder Fristbeginn gefiltert werden.
Die Datenselektion erfolgt entweder im Bearbeitungsmodus, über das Dialogfenster oder es wird die Datenselektion im Ansichtsmodus aktiviert.
Durch Doppelklicken auf einen Status öffnet sich ein Auswahldialog, in dem die jeweiligen Fristen und dazugehörigen Meldungen aufgelistet werden. Die Meldungen/Fristen können auch mittels Doppelklick geöffnet werden.