Jump to: navigation, search

Schedule Audit Report

This report can show not only schedule changes made by supervisors, but also by agents. However, the schedules modified by agents cannot be filtered by the agent name or ID. Instead, all schedules modified by agents are listed as being modified by the SYSTEM user. An example would be an agent trade that is auto-approved by the system. In this case, no supervisor was involved, and that schedule change would be reported in the Schedule Audit Report as being done by the SYSTEM user.

To create a Schedule Audit Report:

  1. On the Reports tab, select Audit Reports from the Views menu.
  2. Select Schedule Audit Report from the list in the Objects pane.
    The Reports Wizard's first screen, Header, appears.
  3. To print a header on the report, select Show Header and type your header text into the text box. Then (whether you entered a header or not) click Next.
  4. Complete the Date Range page.
    1. Under Action Date Range, do one of the following:
      • Select Start and End dates for supervisor actions in the Master Schedule.
      • Select the Any check box to select any date range for supervisor actions in the Master Schedule. If checked, the Start and End date fields are disabled.
    2. Under Actions, check boxes to indicate the actions that you wish to audit:
      • Publish
      • Cleanup
      • Modify
      • Trade
      • Rollback
    3. Under Schedule Date Range, do one of the following:
      • Select Start and End dates for the schedule days you wish to audit.
      • Select the Any check box to select schedule days in any date range. If checked, the Start and End date fields are disabled.
    4. Under Options, select Present action's details to control whether additional detail on the action is shown on the report. See Understanding the Schedule Audit Report below for more information.
    5. Under Sort Options, select one of the following:
      • By Supervisor name
      • By Timestamp date
      • By Schedule date
  5. Click Next.
  6. On the Data screen, under Available Users, select the supervisors and other users/agents that you want to include in your report.
  7. Click Next.
  8. On the second Data screen, under Available Agents, select the agents to include in the report.
    You can expand business units to display their sites, teams, and agents. You can select agents from multiple sites.
  9. Click Finish.

The report appears in the Report Viewer. The report is initially sorted by business unit within the enterprise, by site name within each business unit, then team name (if any) within each site. Further sorting is based on Sort Options selected on the Date Range screen.

Understanding the Schedule Audit Report

Site [header] The selected business unit, site, and site time zone.
Date Period The selection made by the user for Action Date Range on the Date Range page of the report generation wizard.
User Name The name of the user (supervisor) or agent responsible for the action.
Timestamp The date and time of the supervisor action.
Action The description of the action. Examples: Publish, Cleanup, Modify.
Date Range If the Action is Publish or Cleanup, this column shows the date range for the action. If the Action is Modify, this column shows the date of the modified schedule day.
Applied to If the Action is Publish, this column shows the name of the scenario used for the published data. If the Action is Modify, this column shows the name of the agent associated with the schedule modification. If the Action is Cleanup, this column is empty.
Tip
If you selected Present action's details on the Data Range screen, the following applies:
If the Action is Publish or Cleanup, the report lists all affected agents.

If the schedule was changed and you checked Present Action's Details on the Date Range page, the report displays two tables at the bottom:

  • Left-hand table: Original schedule
  • Right-hand table: Modified schedule.

The left-hand table contains these columns:

  • Original Schedule
  • Start Time
  • End Time
  • Paid Time
  • Applied To

The right-hand table contains these columns:

  • Modified Schedule
  • Start Time
  • End Time
  • Paid Time
  • Applied To

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on June 30, 2017, at 13:48.