Daily Management Report
Contents
Setup - SOP
Full SOP
ThermoGRID_-_Administration_-_Set-Up_11_-_Daily_Management_Report.docx
Screenshots
Change Names of category (Calls, job page)
This drop dow area is strictly for the DMR and for the Call Center Department. To change these you would go to Reports, Daily Management, Settings, Choose a Category, then go to types. The ones that will change this area are in the Call Center Department.
This drop down area is strictly for the DMR and for the Service, Install or Sales Department. To change these you would go to Reports, Daily Management, Settings, Choose a Category, then go to types. The ones that will change this area are in the Service, Install or Sales Department.
The drop down area to the right for the category and department can be changed in the DMR as well. This all can be done by following the steps above.
History and Reconciling
To get to your Data Sources and History, simply click on the DMR and You will see the options on the top right of the Departments tab list.
Data Sources
This Page will display all instances of Data transferring to the DMR or not transferring to the DMR. This will display an Orange Warning/Notification on the Call/Job/Order to ensure there is a simple way to view and rectify the instance.
Once you see that there may be objects that need to be rectified; you can select the Call, Jobs or Orders Tab to view all data. This allows you to easily View Primary Job Type, Category, Department and The Type/Opportunities that were available for that Instance.
By clicking on the Job Number you can adjust Types/Opportunities for that Job. By using the Button on the right you can instantly run a detailed report in DMR History for that Object.
History
The History Option will allow you to Filter by:
- Month
- User
- Object
- DMR Category
- DMR Department
- DMR Type
This will give you the tools necessary to double check and rectify an inconsistencies you may find in your DMR or verifying your expectations of the functionality.
You can see here that we have filtered by a Job Number. This has provided us with a timestamp of the interaction, the user it applies to, the Category, Department and Service; as well as the reason it was added and what changed in that instance.
You can use this tool to directly correlate the processes to the Report.
DMR Correlation from opportunities on the Job object above (Dispatched Job was not Included, just the selected Opportunities from the Job)
Common Challenges
Data not showng up in the DMR.
1. Check the job is dispatched o the tech or representative.
- If an order created already and submited, unsubmit the order then assign the job to the tech.
2. Check on the "job info" page, make sure it has all info on the right. Category, Department, and Job type(s)
- If an order was already submited, unsubmit the order then add the Category, Department, and Job type(s), now you can resubmit.
3. Check that the tech or Representative was the one that created the order.
- You can have them recreate their own ordr or you can manaly type te data into the DMR.
The Job didn't have the Type(s) on it when the tech or representative submited their order.
- If an order was already submited, unsubmit the order then add the Category, Department, and Job type(s), now you can resubmit.
1. How to track down missing data that should be in the DMR
Click: Reports and then orders. Change created by to the representatives name you are looking for. Here you can find all orders created by a rep. Open, Submitted Etc.
To find jobs go to the jobs page and put representatives name and date rage to find all jobs dispatched.
By looking in these areas you can see what the DMR should display.
2. Need To change data from 1 month to another Understanding How Numbers Flow in the DMR 3. Tech oncall need numbers to hit DMR Understanding How Numbers Flow in the DMR
