Matrix Report
In order to help track the team’s metrics in tracker, we need a report(s) that will accurately capture our daily work load. Please see the data we need to capture per associate.
|
Associate Name |
Starting Ticket Inventory |
New Tickets Received |
Processed Closed Tickets |
Ending Ticket Inventory |
|
Ashaki |
0 |
0 |
0 |
0 |
|
Duy |
0 |
0 |
0 |
0 |
|
Kevin F |
0 |
0 |
0 |
0 |
|
Lacy H |
0 |
0 |
0 |
0 |
|
Liz R |
0 |
0 |
0 |
0 |
|
Prasath S |
0 |
0 |
0 |
0 |
|
Jennifer R |
0 |
0 |
0 |
0 |
|
Not Assigned |
0 |
0 |
N/A |
0 |
Morning Report
· Starting Ticket Inventory: Total Requests assigned to associate minus any requests with ‘In Recruitment’, ‘Contract Sent’; ‘LOI Sent’ status at the beginning of the day (7 AM). Also include all ‘Not Assigned’ requests.
Evening Report
· New Ticket Received: Requests assigned to associate on that day, regardless of when the request was received or who owned the request previously. Also include Not Assigned requests.*If possible, please include re-opened requests.
· Process Closed Tickets: Requests closed by associate on that day, regardless of when the request was received. *If possible, please include re-opened requests that have once again been closed.
· Ending Ticket Inventory: Total Requests assigned to associate minus any requests with ‘In Recruitment’, ‘Contract Sent’; ‘LOI Sent’ status at the end of the day (5 PM). Also include Not Assigned requests.
If you are not able to include re-opened requests in the report, please create separate report to track these requests. Additionally, we need a report to track merged requests and if you are able to identify which request it was merged into and the owner of the request, that would be very helpful.