User Utilization

What is User Utilization?

User Utilization provides information and data to about your technicians and how their day-to-day time is being utilized. Numerous metrics (see below) are captured for an individual technician on each day.

View, filter, flag, export and report on your technician utilization metrics. Drill-down into and specific date and person to view the details of the utilization metric.

Navigation:  Reporting>User Utilization.

TIP: Enabling the various filter options available to narrow down the data set to view.

Utilization Filters

• Start Date - starting date of the result set (includes this date); if not set
• End Date - ending date of the result set (including this date); if not set the result will default to today.
• Person (technician) - individual technician to show in the result
• User Group - group of technicians to show in the result
• Flags (Understand how to effectively set and use User Utilization Flag Rules see here)
• Has Been Reviewed - filter result set based on if the utilization flag that was set has been reviewed. (Understand to how to Review Utilization Flags here).

Example:

Filter to a an individual technician. Using the filters, choose your technician from the Person filter: Person, for example, you can easily audit how an individual's time is being utilized. Select the 3 dots adjacent to the segment you wish to view a time card on and select View Individual Time Card. This will allow you to quickly drill into the Individual Time Card for that segment date listed.

TIP: You can also download the table into a CSV file for any additional use you'd like to perform with the data provided.

TIP: Drill into detail of the metrics, time card details, and time card comments for each individual and day of the corresponding utilization metric for the day.

Utilization Metrics/Columns

The following are available metrics/columns to this view and a brief description:

• Person - the full name of the technician
• Employee ID - the employee identification number that was set up for this user
• Date - the date that the data is being summarized for
• Labor Time - total clock time minus any give time. Generally considered being the person's "paid time".
• Billed Hours - the total amount of customer hours and internal hours
• Gain Hours - the amount of time that the person gained for the data. This is one of the most important metrics we capture. Calculated as Paid Hour - Billed Hours = Gain Hours.
• Customer Hours - the sum of customer labor hours and customer travel hours
• Customer Labor Hours - the billed labor hours applied to customer work orders. This value is after rates settings are applied (rounding, minimum hours, maximum hours, and flat-rate)
• Customer Labor Actual Hours - actual labor hours applied based on the time card to customer work orders.
• Customer Labor Adjusted Hours - if the technician or a web user adjusted the labor record, this number would be different than the actual
• Customer Travel Hours - the billed travel hours applied to customer work orders. This value is after rates settings are applied (rounding, minimum hours, maximum hours, and flat-rate)
• Customer Travel Actual Hours - actual travel hours applied based on the time card to customer work orders.
• Customer Travel Adjusted Hours - if the technician or a web user adjusted the travel record, this number would be different than the actual
• Administrative Billed Hours - the billed labor hours applied to administrative work orders. This value is after rates settings are applied (rounding, minimum hours, maximum hours, and flat-rate)
• Administrative Labor Actual Hours - actual labor hours applied based on the time card to administrative work orders.
• Administrative Travel Billed - the billed travel hours applied to administrative work orders. This value is after rates settings are applied (rounding, minimum hours, maximum hours, and flat-rate)
• Administrative Travel Actual Hours - actual travel hours applied based on the time card to administrative work orders.
• Clock Time - the total amount of time the person is clocked in
• Travel Time - total travel time, including commute
• Work Time - total work time
• Standby Time - includes the time from Standby and Clocked In
• Commute Time - the actual commute time
• Commute Start of Day - portion of the actual commute that was at the start of the day. Any travel that was before the first work of the day is considered, not including Travel Home.
• Commute End of Day - portion of the actual commute that was at the end of the day. Any travel at the end of the day before the clock out OR marked as Travel Home is considered.
• Commute Give Time - the amount of time that the person has to give (unpaid usually) to the company for their commute. 
• After Hours - the total amount of time the person is clocked in as "After Hours".