Lesson #18
Calendar – Assignment Analysis function
Do you have resources who are complaining about not getting enough good assignments? If you have a big case with many daily copies, how do you evenly distribute the lucrative work among your reporters? Use the Assignment Analysis report to see how often each resource has been assigned.
View assignment info in 2 different formats
Static reports
You can generate static Assignment Analysis reports that display the total amounts of assigned, canceled, and net jobs by resource for a defined time period. You can generate similar static reports that further break down each resource’s assignments by case.
Static reports can be sorted alphabetically by resource or in descending order of net assignments. You can use search criteria to narrow your results.
You can search for a word or phrase in the static report and RB9 will highlight all instances of your searched word/phrase in the report plus list them in a scroll box along with the page number where they occur.
Interactive reports
Generate an interactive report that displays the same information overall by resource but which you can drill down into by month-, quarter- and year-to-date totals.
Refine your report
The default static report lists assignments ordered in the past month sorted in order from the most assigned resource to the least. You can sort the list by resource name instead, group each resource’s assignments by case, switch to the interactive report, and/or use different search criteria to view assignments:
- Job Date or Order Date range — Order Date includes assignments for write-ups ordered for previously billed non-transcribed jobs.
- All, some, or one Job Type
- A single resource
- A single case
- All, some, or one Business Unit
The static Assignment Analysis report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, or a selected resource. If you select two or more items in a list the report will display that as “(multiple values selected).”
The default interactive report uses the same search criteria and displays the same information broken down by year which you can drill down into to see each year’s monthly totals. You can choose to also include quarterly totals if you are viewing a long date range to make it easier to analyze your data.
Using the report
To figure out how to distribute job assignments more evenly on a case that your resources are asking for, run the Assignment Analysis report 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.
You can export the static report in a variety of formats or print it from RB9. You can export the interactive report in Excel format to save, share, use in other applications, or print.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Use the Assignment Analysis report to see how often each resource has been assigned and balance out the workload in future assignments.
RB concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately — such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More >
Job Type: Categories of jobs requested by clients such as Deposition or Real-Time.
Order Date: Instead of a job’s scheduled date, this category also includes assignments for write-ups ordered for previously billed non-transcribed jobs.
Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.
