Report Employee Allocation Chart

Report Employee Allocation Chart



How to work with the report of "Employee Allocation Chart" 

This report allows the user to get an overview of the allocation of staff and to see how much they have worked in a given period of time, how much they have been booked and what their availability is.
This allows to identify any overbooking of a staff member and shift tasks accordingly, either to another appointment or to another staff member if available.

In order to generate a report, the user needs to indicate the timeframe of their interest, the task type, the instrument group and the instruments they want to get the data for.
By clicking on Prepare Data button first, and Run Report button right after, the system will then generate the report. 

 


    • Related Articles

    • Report Instrument Allocation

      How to work with the Report "Instrument allocation" With this report you can get an overview of the allocation of the instruments and find out how much they have been used over a certain period of time, how much they have been booked and what their ...

    • Employees Master Data

      HOW TO SET UP YOUR EMPLOYEES The Excel file #4.1 - Employees contains the information required to define the employees to be scheduled by Optima. An employee may not be a User of Optima, a User may not be set as employee. The Excel file #4.1 - ...

    • Report Laboratory performance

      How to work with the Report "Laboratory Performance" This report allows the user to show the ability of the laboratory to respond to the requests efficiently. The report refers to data related to tasks and requests. Data used to generate the report ...

    • Report Instrument Groups Activities

      How to work with the Report "Instrument Groups Activities" This report allows you to retrieve data, create charts and tables based on activities performed with specific instrument groups or instrument report groups. The column view can be ...

    • Report Use of Scheduling Features

      How to work with the Report page of "Use of Scheduling Features" Access to the Use of scheduling features report is from the Icon below on main report page. In this section, it is possible to select a specific timeframe (ranging from 15 minutes to 4 ...