Capture Point Dashboard
The Capture Point Dashboard provides insights into the business value driven through capture points, and the volume of work processed through each capture point.
The dashboard report organizes data on the following tabs:
- Work Arrival Business Value tab — This tab provides insights into the value of work arriving at each capture point.
- Capture Point Volumes tab — This tab provides insights into the volume of work arriving at each capture point.
- Capture Point Detail tab — This tab provides a drill down to the detail of the work that is arriving at the capture point.
The dashboard breaks down the overall average duration time that is spent to complete tasks (from inception within the pre-source system to termination within iWD) into average task durations at defined milestones along a task’s routed path for each capture point. The dashboard also displays the business value range into which the tasks fall, the average time that it took to complete the tasks, and plots the total number of finished tasks against their assigned business value range.
Although this report is defined using the Business Value Range attribute, you can drill along this attribute to display larger ranges.
Note that the term dashboard is used interchangeably with the term dossier. Dashboards provide an interactive, intuitive data visualization, summarizing key business indicators (KPIs). You can change how you view the data in most reports and dashboards by using interactive features such as selectors, grouping, widgets, and visualizations, and explore data using multiple paths, through text and data filtering, and layers of organization. For specific instructions about customizing the granularity of data in this dashboard, see Customizing the dashboard.
To get a better idea of what this dashboard looks like, view sample output from the report:
Sample Capture Point Dashboard.pdf
The following table explains the prompts you can select when you generate the Capture Point Dashboard:
| Prompt | Description |
|---|---|
| Pre-set Date Filter | Choose from the convenient list of predefined rolling time ranges, spanning one day or more, over which to run the report. |
| Start Time | Choose the first day and time from which to gather report data. |
| End Time | Choose the last day and time from which to gather report data. |
| Department | Optionally, select a department on which to focus the report. |
| Process | Optionally, select a business process on which to focus the report. |
| Capture Point | Optionally, select a Capture Point on which to focus the report. |
| Tenant | Optionally, select a tenant on which to focus the report. |
| Media Type | Optionally, select one or more media types for which to gather data into the report. |
The following table explains the attributes used in the Capture Point Dashboard:
| Attribute | Description | Data Mart Column |
|---|---|---|
| Capture Point | Enables data to be organized by the name of the capture point that acquired tasks from the source system. | CAPTURE_POINT.CAPTURE_POINT_NAME |
| Business Value Range | Enables data to be organized by the range in which the business value of the task capture falls. For more information, see Customizing the dashboard.
Ranges are character values that have a granularity of 5—for example: 1–5, 6–10, 11–15. |
BUSINESS_VALUE.BUSINESS_VALUE_RANGE |
| Department | Enables data to be organized by the name of the department for which iWD prioritizes and routes tasks. | DEPARTMENT.DEPARTMENT_NAME |
| Process | Enables data to be organized by the name of the business process. The business process name is a core attribute that is used to define strategies for how to route tasks and work items. | PROCESS.PROCESS_NAME |
| Tenant | Enables data within the reporting interval to be organized by tenant. | TENANT.TENANT_NAME |
| Day | Enables data within the reporting interval to be organized by a particular day within a month and year. Day values are presented in YYYY-MM-DD format. | DATE_TIME.LABEL_YYYY_MM_DD |
The following table explains the metrics used in the Capture Point Dashboard:
| Metric | Description | Source or Calculation |
|---|---|---|
| Entered | The total number of new tasks that entered the iWD system through this capture point during the reporting interval. | IWD_AGG_TASK_CAPT_[Y,Q,M,W,D,H,15].NEW_TASK_COUNT |
| Finished | The total number of tasks that entered the iWD system through this capture point and were completed during the reporting interval. | IWD_AGG_TASK_CAPT_[Y,Q,M,W,D,H,15].CMPL_TASK_COUNT |
| Avg Accept Time (Fmt) | For completed tasks, the average amount of time that elapsed before tasks that entered the iWD system through this capture point were assigned to a resource for the first time. This metric reflects how long, on average, tasks were backlogged. | Calculated based on the value of the Accept Time and Finished metrics, where:
|
| Avg Handle Time (Fmt) | For tasks that entered the iWD system through this capture point, the average amount of time that resources worked on the tasks before completing them. | Calculated based on the value of the Handle Time and Finished metrics, where:
|
| Avg Finish Time (Fmt) | The average amount of time that elapsed before tasks that entered the iWD system through this capture point were completed. This measure includes the time that tasks were backlogged as well as work time. | Calculated based on the value of the Finish Time and Finished metrics, where:
|
| Avg Source System Time (Fmt) | For completed tasks that entered the iWD system through this capture point, the average amount of time the tasks spent in the preceding system before they were created within iWD. | Calculated based on the Source System Time and Finished metrics, where:
|
| Avg Pre-Source System Time (Fmt) | For completed tasks that entered the iWD system through this capture point, the average amount of time the tasks spent in the pre-source system. | Calculated based on to the Pre Source System Time and Finished metrics, where:
|
Customizing the dashboard
Some dashboards contain attributes representing different granularity of an attribute, such as Age Range, or Business Value. You can change the granularity of the data shown on the dashboard by replacing this attribute with another; this procedure uses Business Value Range in the Capture Point Dashboard as an example (or see the video below).
Procedure: Changing the granularity of the dashboard data
Purpose: Change the Business Value Range. By default, the Capture Point Dashboard is configured to use the "Business Value Range 100" attribute.
Steps
- Log in with an account having Administrator privileges.
- Open and run the dashboard.
- Complete the following steps to make a copy of the dashboard, rather than modify the original:
- Click File > Save As.
- In the Save As editor:
- In the Save in list, choose one of the following paths:
- Shared Reports > Custom — to make the modified dashboard accessible to other users.
- My Reports — to make the modified dashboard accessible only to you.
- Enter a Name for the report, and optionally modify the Description, or Advanced Options.
- Click OK.
- In the Save in list, choose one of the following paths:
- In the Dossier Saved editor, click Run newly saved dossier.
- You can now modify the dashboard:
- From the View menu, click Datasets Panel.
- The Datasets Panel appears, where you can select a new Business Value Range to apply.
- Right-click the existing attribute value (Business Value Range 100 by default), and in the menu that appears, choose Replace Reference With.
- Click the name of the dataset object to insert (for example Business Value Range 1000).
- The selected dataset attribute replaces the default Business Value Range 100 attribute.
- From the View menu, click Datasets Panel.
- Click File > Save to save your changes, and rerun the report to verify the results.
Video: Changing the granularity of the dashboard data
This video describes how to customize the Business Value Range.