Agreement Specifics
The Agreement Specifics report allows a more detailed look at the components which make up the Efficiency. The report also contains tables for Ticket Concentration and Tickets by Configuration. These tables show where the company tickets are concentrated and what equipment is associated with the tickets.
The more details provided by a member on the ticket (board, service type, sub type, item, configuration type), the better these tables will point out where the problems are focused and the direction that might be needed to make the client agreements more efficient.
Setting up the Report
The report can be accessed in two ways:
1. From the Efficiencies/Agreement Drill Down, click on one of the Client names to take you to the Agreement Specifics of the given company.
2. Go directly to the Dashboards/Agreement Specifics report.
Filters
From the Agreement Drill Down report, the client that is selected (1) will be fitered for the same range of time selected in the Agreement Drill Down report (2). If selecting the Agreement Specifics report directly, filter on a specific client, an aggregate or all clients (1). Then select the date range (2).
Remember to click the Filter button to save the filters if coming directly to this report.
Charts
The charts show the Efficiency of the filtered client selection and some of the components that make up efficiency to allow analysis on what is causing problems. See Agreement Drill Down for a more detailed description of the components of efficiency.
Ticket Concentration
The Ticket Concentration table gives details of the type of tickets from the client over the selected time period. Each line represents one board/service type/subtype/item combination. The use of these details on a ticket help to understand the nature of the work being done for the client.
Only agreement tickets that have time on them are counted in the Ticket Concentration table for a given month.
The first four columns of the table are the taken from the information on the ticket. The next columns show:
- Time Records - The number of time records with this ticket combination.
- Tickets - The number of tickets with this ticket combination.
- Ticket % - The percentage of this ticket from all tickets.
- Tickets/Node - The tickets per node (end point).
- Hours - Hours spent on the ticket combination.
- Hours % - The percentage of these hours from all hours.
- Hours/Ticket - Hours spent per ticket.
If the cell is green, the column is 15% below the average client. If the cell is red, the column is 15% above the average client. If the cell is not shaded, it is within the 15% range. This works when you filter on a subset of clients. When you look at All Clients there is no shading.
On a small screen, the entire width of the report cannot be seen at one time. There are two ways you can expand the report for easier access:
1. On the Dashboard/Agreement Specifics report:
There are three dots next to the title of the Ticket Concentration report. Click on the three dots and then choose the 'View Report' option. This will expand the Ticket Concentration into a full page report. To go back to the Agreement Specifics, just click the Back arrow.
2. To get a better view of the Ticket Concentration table, go to the Efficiencies/Ticket Concentration report tab. Make sure to adjust the filters on this version of the report.
Ticket Configuration
The Ticket Configuration table shows the equipment that was worked on by the members for the specific client within the time period. The table shows each configuration type, total hours and total tickets. To see more information for any Configuration Type, click on the '+' to open the type to see all of the individual configurations in the list. As an example below, Configuration Type 17 was opened to show details of each individual configuration. The individual rows show:
- The name of the configuration.
- If the configuration is active.
- The Date of the Warranty Expiration (if known in the PSA)
- The installation date (if known in the PSA)
- The hours the configuration was being worked on.
- The tickets that were generated for this configuration.


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