- Use the Productivity Dashboard to track the activity of PM Users.
This Dashboard presents 5 visuals:
- Count or Dollar Amount of Transactions Added
- Hourly User Activity
- Claim Submission
- Claims with More than # Submits
- Claim Completion Performance
Use the Controls header to modify the display criteria on the Productivity Dashboard.
Productivity Dashboard Visuals
- Count or Dollar Amount of Transactions Added:
- Displays the Transaction values by User.
- Productivity Metric Amount Type: Toggle between Count and Dollar Amount in the Controls header.
- Productivity Metric Type: Select the Transaction Types that will be reported in the visual.
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- Hourly User Activity
- Sums the number of fields changed by a User by the Date and Hour.
- Entity: Select the Entities (fields) that will be considered User Activity.
- Example: If you do not want to count interactions with Custom Fields as a User Activity, deselect Custom Fields from the list.
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- Claim Submission
- Tracks the daily number of Claims submitted per User.
- The Claim Productivity line represents the average Claim submission productivity across all Users.
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- Claims with More Than # Submits
- Displays the number of Claims that have more than the selected number of submissions.
- Use the Number of Submissions field to control the number of submissions a Claim must have before it appears in the Visual.
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- Claim Completion Performance
- Displays the average number of submissions a Claim has before it is Paid per User.
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