Dashboard - Category Status Worklist

1 Overview

Purpose : This self generating report is designed to reduce the amount of time spent building customised reports for work processing forms.

Description : The worklist can be viewed as a grid with an X (across / horizontal) axis and Y (vertical / up and down) axis.

• The status will be viewed along the X axis.
• The categories of work will be viewed vertically along the Y axis.

Clicking any of the numbers in the grid will open a worklist of those records, which then can be accessed for processing. The listing of the records uses the Search fields selected for the reports.

2 Setup and Usage

The primary / default configuration of the report is set in the Advanced Settings > Dashboard Defaults settings of the form.

Main Menu > Form - Primary Management > Form - Edit > Choose the form > Dashboard Defaults

The the report can be accessed at any point from

Main Menu > Dashboards > My Dashboard Menu > Category - Status worklist > Choose the form >

3 Outbound management

In bxp there is a report called "Set the current working outcome" as part of Outbound Queue Management Outbound_-_Queue_Management#Set_the_current_working_outcome

This report if intCDA_X_NoOfAttempts is set as the Status and strCDA_X_Status as the Category will give an approximately similar report but without the functionality and the split of complete and incomplete outcomes.

4 Configurable Query String parameters

As the report is very flexible there are a number of parameters which can be passed to the report which allow the report to be used in KeyStats and other locations in bxp.

../datamining/rptCampaign_CategoryStatus.asp?intCampaign_Id=X&intField_CategoryId=a&intField_StatusId=b&strIgnore_Category=i,ii&strIgnore_Status=ix,x,xi&intRefreshRate=5&strAltUrl=../module/strUrl.asp?intParameter=--strValue1--&intOtherParamter=--strValue2--

4.1 Changing the default fields

• intField_CategoryId which is the CFN_Id of the question. This overwrites the Dashboard Default selected field.

• intField_StatusId which is the CFN_Id of the question. This overwrites the Dashboard Default selected field.

&intField_CategoryId=a&intField_StatusId=b

4.2 Removing elements from the lists

The system uses a group by on the data to force include all values. It is possible to leave out some of the values using the Ignore parameters

• strIgnore_Category with a list of values separated by commas will not be included in the category listing of the report. This can cause the total number of records to be incorrectly reported, as ignored values are NOT included in the total.

• strIgnore_Status with a list of values separated by commas will not be included in the status listing of the report. This can cause the total number of records to be incorrectly reported, as ignored values are NOT included in the total.

&strIgnore_Category=i,ii&strIgnore_Status=ix,x,xi

4.3 Refresh rate

If set the report can regenerate itself every X minutes.

• intRefreshRate=X where is the refresh rate in minutes.

&intRefreshRate=5

4.4 Alternate URL

The report can also be redirected to another analytics / keystat / worklist page. By providing the query string parameter strAltUrl the numbers can redirect to anywhere. The values of the X / Y grid can be replaced into the URL as follows using the --strValue1-- and --strValue2-- replacement parameters

&strAltUrl=../module/strUrl.asp?intParameter=--strValue1--&intOtherParamter=--strValue2--