Analyze resources’ turn-around time

View how quickly resources turn around jobs on average for a specified period

Lesson #90
Reports – Task Turnaround Analysis function

This report summarizes by resource how quickly they turn around jobs on average for a specified period.

View turn-around by ordered date

The default Task Turnaround Analysis report shows all tasks that have been turned in for jobs scheduled for today or for previously billed jobs which had transcripts ordered today grouped by resource, with each resource starting on their own page and a separate grand totals page at the end.

Each resource page lists all their tasks completed today and includes each task’s related job number, date, and status; the tasks’s ordered, due, and turned-in dates; how many days it took the resource to complete the task; the ordering firm; and your company’s assigned business unit. The report’s footer displays the searched by order date (today) above the timestamp.

You can generate the report for:

  • Different dates or date ranges
  • A single resource
  • A single task, several tasks, or all tasks
  • One or more of your company’s business units

View turn-around by completed task

You can also generate the report based on the date(s) tasks were completed by the resource instead of when they were ordered or scheduled to take place. The 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 if generating a report for a single resource. If you include two or more business units in your search criteria, the report will display that as “[BU] (multiple values selected).”

You can generate summary reports, which list only the resources and their total number of tasks and average turnaround in days with grand totals at the end of the list.

You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur. Export the report in a variety of formats to save it and/or edit in another application, or print it.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View how quickly resources turn around jobs on average for a specified period.

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.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Order Date: Instead of a job’s scheduled date, this category includes assignments for write-ups ordered for previously billed non-transcribed jobs.

Resource: Person or thing that provides your business with a service.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

Listed under Function, Lesson, Reports | Tagged , , ,