Report Instrument Allocation

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 availability is.
In this way you can identify any overbooking of an instrument and reschedule tasks accordingly, either to another date or to another instrument if available.

there 3 ways to view the outcome of this report page 




In order to generate a report, indicate the timeframe of interest, the task type, the instrument group and the instruments to get the data for. 
By clicking on Prepare Data button first, and Run Report button right after, the engine starts working and it generates the report. 



Instruments allocation by Project

This report allows to generate useful information and data related to the usage of instruments per project. 

Use the action button to sort the data





Data can be sorted, filtered, charts and pivot table can be created. 
The example below shows the duration of all tasks scheduled per each project, associated to the related instrument.

 
 

The system offers a wide range of actions that can be put in place by the user to generate interactive reports or specific views. To get to know more about the functionalities available and the reports and views that can be generated via the "action" menu items, go to "How to use the action menu" article.

Instruments allocation by Time

In this menu, you can see the allocated instruments, selected by time.
Use the action button to sort the data




The system offers a wide range of actions that can be put in place by the user to generate interactive reports or specific views. To get to know more about the functionalities available and the reports and views that can be generated via the "action" menu items, go to "How to use the action menu" article.

    • Related Articles

    • 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 ...

    • 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 Instruments Occupancy

      How to work with the Reports of Instruments Daily & Weekly Occupancy This report allows the user to displays the daily or weekly occupancy of the instruments. Input to be given to the system The user will have to indicate the starting date and the ...

    • Instrument Management Section

      HOW TO SET-UP YOUR INSTRUMENTS in the INSTRUMENT MANAGEMENT SECTION This article describes the procedure on how to configure your instruments to be scheduled into Optima. 1. Define your Instrument Status This section lists the different statuses that ...

    • 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 ...