RB User Guide > Calendar > Assignment Analysis

Analyzing job assignments by resource

RB9 only

See who has been assigned to jobs in a set space of time. Use filters to more closely inspect for example, what types of jobs and which cases resources are assigned to. Save and print reports.

  1. Set parameters

    1. Calendar > Assignment Analysis
    2. Click search button in the Search By pane to see all assigned upcoming jobs in your calendar for the next 30 days, or use the Search By filters to restrict the results before clicking search button:
      • View Option

        Summary – Default. Displays as a static report the total amounts of assigned, canceled, and net jobs by resource.

        By Month – When viewing this interactive report with Expand/Collapse > Expand Date, assigned, canceled, and net jobs by resource will be further broken down by month, quarter, and year.

        Summary by Case – Displays as a static report the total amounts of assigned, canceled, and net jobs by resource, further broken down by case.

      • Sort By

        Number of Assignments – Default. Displays who has the most assignments first.

        Resource Name – Displays the list alphabetically.

      • Date Type

        Job Date – Default. Job’s scheduled date.

        Order Date – Includes assignments for write-ups ordered for previously billed non-transcribed jobs.

      • *Date From/*Date To

        Required. Works with Date Type. Default is from tomorrow to 30 days in the future. Change date range, if desired (see Date Navigator).

      • Job Type

        Categories of jobs requested by clients. Default is ALL. Click lookup button to restrict search to specific job types (see Lookup panel). Job type options are set in Lists > Jobs.

      • Resource

        Leave blank unless you are analyzing assignments for a particular resource. To see assignments for a single resource, see Looking up resources.

      • Case

        Leave blank unless you are analyzing assignments for a particular case. To select a case, see Looking up cases.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click lookup button to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.

  2. View assignments

    RB lists all of the jobs that meet the specified search condition(s) as a report with totals for all assigned jobs, canceled jobs, and net jobs.

    On summary reports, the search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.

    For by-month reports, see Using interactive reports.

  3. Export/print results

    For summaries, see Printing invoices, statements & reports.

    For by-month reports, see Exporting & printing results.

BEST PRACTICES: Distributing work fairly

To figure out how to distribute job assignments more evenly, run the Assignment Analysis report on a case that your resources are asking for to see who has been given jobs on that case and how many times they’ve been assigned to it over a specific period. You will be able to see at a glance how evenly the workload is distributed between your resources and be able to make any adjustments necessary in future assignments.

Reference
Step-by-step instructions