Charter/PenguinData TQA Manual

Transcription

1 2015 Charter/PenguinData TQA Manual Portal TQA STANDARD USER MANUAL 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. VERSION PENGUINDATA WORKFORCE MANAGEMENT, INC. 117 Timberlane Rd, Spooner WI 54801

2 Table of Contents About... 2 General Information... 2 Portal Home Page:... 3 User Options:... 3 Stats:... 9 Top Failing Techs: Failed QA Acknowledgement QC Follow-up Inspection About The Portal Module now gives the BBT Management the ability to be pro-active in keeping track of their performance in the field. This Management software module features: Stats graph Top Failing Tech Graph Failed QA Acknowledgement QC Follow-up Inspection General Information Internet Explorer version 10 or greater Firefox version 30 or greater Chrome version 30 or greater Opera version 12 or greater Safari version 5 or greater Default browser on current Android and IOS devices Windows mobile 6 and earlier are not supported JavaScript and sessions cookies must be enabled in the browser. Flash is required for export of data tables lists to CSV files and clipboard via Copy and CSV buttons at the bottom of tables. Flash is not required for general functionality. Multiple Devices: The user can be logged into the one version of the App and the Web simultaneously, however, they cannot be logged into two versions of the App or the Web simultaneously. Being logged in on two devices versions (Web or App), simultaneously can create potentially conflicting data and GPS Coordinates TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 2

3 Portal Home Page: The Portal Home page provides the user with a User Options menu, a History button and two graphs: User Options: The User Options Menu selection is located in the top, upper left corner of the page. When the user clicks on this selection, an additional section appears TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 3

4 User Preferences: The User Preferences menu button is the button showing a blue computer screen and a pencil above the words User Preferences. User Preferences is an important key for each user as it allows the user to personalize the PenguinData System to their personal preference. There one (1) sections in the User Preferences: Preferences There are four (4) settings in the Preference section: Show Calendar Months Select from one or three calendar months to be shown An Example Calendar and Date section are shown to help the user select Title-bar Calendar Select from Popup or Fully Expanded Session Timeout Select one of the five options for session timeout 5 minutes; 15 minutes; 30 minutes; 1 hour; 2 hours Scrollable Tables Select one of three options for table scrolling Enable; Only When Mouse id Over Table Header; Disable User Manuals: The User Manuals option menu button is the button showing a red book above the words User Manuals. This button provides a link to the user into the User Manuals work page. On the User Manuals work page the user will find the User Manuals for each module, the options menu and a navigation manual to help the user navigate in PenguinData TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 4

5 The User Manuals work page provides the user with one section called: Manual Selection In this section the user has five columns showing: Module Subject Name Description Open in New Window The Module column is the only sortable column of the five. This column lists the modules that are located in PenguinData, it also list System as a module. Any manual listed as System is a manual that covers the PenguinData System and will help the user to move around within the system. The Subject Column provides the user with the breakdown of menu selections within the module. Not all modules will have multiple manuals. Multiple manuals for a module have been made if the information in all menu options are too large to be included in one manual and/or if the information included in the manual is of importance to a specific work group. The Name Column provides the user with the name of the manual. This can be the navigation menu name for modules having too much information to be included in one manual. The Description column provides the user with a description of the manual. The Open in New Window column provides the user with a book. The book is a link that allows the manual to be opened in a new window. By opening the manual in a new window the user is able to navigate through the manual and the system at the same time if they have them both opened on their monitor TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 5

6 Another option that is provided to the user, for viewing the manuals, is for the user to click on the row of the manual they wish to view in one of the first four columns. The wording will turn red to show the user that there is a link. This will open the manual up on the work page, in a new section, below the manuals section. The new section will be titled with the manuals name they have selected TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 6

7 With either option being selected, the user can either scroll through the manual, or they can go to the Table of Contents and click on the Ctrl key and left mouse key. This will bring them to the page in the manual listed in the Table of contents through a hyperlink TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 7

8 Lock Session: The Lock Session Menu button is the button showing Lock above the words Lock Session. This Menu button is available to all users. This is an important security button. With this button all the user needs to do is to click it and PenguinData will be locked so no one else can access the user s system. * Locking the computer is an important safety issue made simple in PenguinData. Work is tracked in the system by login. If the user has walked away from their desk for a moment and has not locked the system and another person uses their computer the work or changes made will be shown under the users login. It is a good habit to get into, to lock the computer anytime that the user steps away. To re-open PenguinData the user only need to enter their password and the system will open to the area the user had been working in. History: In the upper left corner of the screen is the word History. If the user clicks on this icon, it provides a dropdown list selection for Failed QA Acknowledgement and QC Follow-up Inspection. Below the page heading, TQA Portal, the user will see the two graphs: Stats this graph shows the QC Pass Rates for the last four (4) weeks. QC Pass Rates this graph lists the techs with the Highest Failure Rates 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 8

9 Stats: The Stats section of the Portal Home page provides a line graph of the last four (4) weeks of QC pass rates. The blue line shows the In-house QC s pass percentage rate. The dates are listed horizontally on the bottom of the graph, with the Pass Rate showing vertically on the left side of the graph. The user can place the cursor on a circle in the graph and a pop-up will show the date and the pass rate percentage for the day TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 9

10 Top Failing Techs: Below the Stats graph is the Top Failing Techs Graph. This graph lists the techs with the Highest Failure Rates. This graph is continually being updated. It shows the last four (4) weeks, top twenty (20) technicians, having the highest failure rates. Below the graph, listed horizontally, is the technician name and the number of pass/fail inspections. On the left side of the graph is the Pass Rate code shown vertically. If the user places the cursor on any of the rectangular boxes above the tech number, a pop-up box will appear. The pop-up box will show the techs last name, first name. Below the name it will show the Pass/Fail ratio, then the Pass percentage TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 10

11 If the user left clicks on the tech box on the graph, they will be taken to a new Top Failing Graph. This graph shows the items failed by the selected tech. On the right there is a percentage key. On the bottom below each item failed the user will see the number of times the item has been failed in parenthesis, then the points taken off the QA Inspection for the failure type, behind that the user will be provided with the detail of the failure type. When the user clicks on column in the graph the color of the block will change to Aqua to show it is the column being viewed. A pop-up will appear that provides the user with the number of times the item has been failed in parenthesis, then the points taken off the QA Inspection for the failure type, behind that the user will be provided with the detail of the failure type. Below this line a failed items and the number. To return to the Top failing tech graph the user will click on the Back to Pass link on the right side of the screen. The column chart and pie chart provide the user an easily accessible instrument to help locate problem areas specific techs are having. It is a great tool to assist with retraining techs to become better at their jobs, helping your workforce to become the best TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 11

12 Failed QA Acknowledgement In PenguinData Portal go to the History Button in the upper left side of the page, click, and select Failed QA Acknowledgement from the dropdown menu. This selection provides the user with a page to acknowledge failed QA s and add notes. Once the user clicks on the menu selection they will be brought to the Failed QA Acknowledgement page. This page has a calendar in the header section of the page to the left side. The calendar allows the user to select the Quota Month. When the Month quota is set with the monthly end date, the Failed Acknowledgement calendar will list the entire month of failed QA s from the prior month start date, the date after the month end setting date, to the Month End Date (example Feb 22 March 21 when the end date is set to the 21 st of the month). If the monthly quota has not been set, the user can view individual dates. In the middle of the header section of the page is the page name and the date(s) that are being viewed. This page has one (1) section: Unacknowledged Fails. Unacknowledged Fails for the Quota month or date selected will prefill this section. In this section there are four (4) columns: Field Tech Tech Number and Name Last, First Date This is the Date the Work Order was QA d Address This is the work order address Work Order This is the work order number The user will locate the failed QA they wish to review. Once located the user will place the cursor on the row and click in one of the columns when the information turn red. If the column does not contain information there will be no link available, be sure to select a column having information filled into it TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 12

13 Once the user clicks on the selected work order they will be taken to the selected work order failed QA acknowledgement page. On this page there are Four (4) sections: Acknowledgement Info Fails QC Images In the Acknowledgement section there are two (2) fields: Acknowledgement: This field provides the user with a drop down list for selection. Notes: This field is a fill-in field. It will expand as the user adds notes in to allow for detailed notes. Once the user has completed this section they can click the submit button to transmit the entered data TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 13

14 In the Info Section, the data is prefilled from the work order and is information only no changes are able to be made. The information that is available, if entered into the work order, will be: Client/Region Name Tech Number Map Code Work Date Job Address Task/Job Job Codes Work Order Number Account Number Phone Pass/Fail: FAIL In the Fails Section, the data is prefilled from the Inspection and is information only no changes are able to be made. The information that is available are the Failed Items and the Points for the fail items. In the QC Images Section, the images are of the inspection site. Images can be given New Description, Opened in a New Window or Deleted. The user will select the image by using the arrow buttons on the right side of the page to scroll through images TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 14

15 Below the smaller images the user will see an icon. Once this icon has been clicked upon, an additional section will open. It will show the current name given to the image, this is in the grey section. Below the name is the name listed again in a white box. This area is editable. Once a new description has been given to the image the user will select the Save image button to save the new image description. The additional section will no longer be shown and the user will need to click on the icon again if they wish to add additional descriptions to other images. The next button is the Open in New Window. This will allow the user to view a larger image on their device. The image will open in a new window and only show the image. The next button is the Delete Image button. When the user clicks on this button, the image will be deleted. QC Follow-up Inspection In PenguinData Portal go to the History Button in the upper left side of the page, click, and select Failed QA Follow-up Inspection from the dropdown menu. This menu selection provides the user with the page to search for an individual QC job or to open a QC job from a job list. The Title Bar reads: QC Follow-up Entry. This page has three (3) sections. Two (2) sections will be showing upon entering the page: Search and Open QC Job List TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 15

16 The third section will appear after the user runs a search. This section is called Search Results. The Search section of the page provides the user with a fill-in field to enter a job number, account number, work order number, street name, address, name, tech number, city, zip code or any item that is able to be uploaded into a work order field, in for a search. Work type and Billing codes are not a searchable item in this field. Once the user has entered the job number they will click the submit button. The results of the search will be prefilled into the Search Results section of the page. If no data can be located the Search Results will be blank. In the Search Results and the Open QC Job List the user can click on the row having the job they wish to QC. When the job is clicked upon it will bring the user to the QA Inspection Form. On this page the job can be QC d. The next section of the QC Follow-up page is the Open QC Job List. In this section of the page the user may see a list shown in black and red print. The rows shown in Red print are the Open QC Jobs that have alerts for being opened two (2) days or more. Jobs shown in Black print are current QC jobs TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 16

17 In the Open QC Job List the user can view the following information: QA Inspector Name Account Number Work Order Number Job Technician number Work Date QC Date Address of Job City Zip Code The user can click on any of the rows in the Open QC Job List section to open the QA Inspection Form to view only TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 17

18 To exit the Inspection the user will go to the options menu selection and select either: Return to list or Return to QC History. If the user returns to the QC List they can still select the Option to go to the QC History from the options menu. The QC Follow-up Inspection page has an options menu. The menu option that is available is the Show QC History. Once the user clicks on the Show QC History in the options menu selection, they will be brought to the QC History page. On this page the user has a Calendar located to the left of the header. The calendar is used for date selection. The date selection is based upon the Completion Date, the date the QC Inspection was done, not on the work date of the job. Once the user has selected the date, the Open QC Job List section of the page will fill with the jobs that had been QC d on that day. There are seven (7) to eight (8) sortable columns listed in this section: QA Inspector Work Order Number Job Tech Work Date date the job was done 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 18

19 Completion Date date the QC Inspection was done Address Pass/Fail Audited will appear only if at least one job has been audited At the bottom of five (5) of the columns: QA Inspector Job Tech Work Date Completion Date Pass/Fail The user will see a dropdown list field -. If the user clicks on this field it will provide them with a dropdown list of the column entries. Once the user selects the category, the list will sort with just that selection showing. An example for QA Inspector column, it will list all QA Inspectors in that location having completed TQA s that day. When selecting an inspector, only that inspectors jobs will be listed. To clear the selection, the user will use the dropdown list and select the first row, a blank row and then there is no longer any sorting being done and all inspectors will again be listed. Once the user has located the job they are looking for, they can click on the job to open up the TQA Inspection. The job is ready to be opened once the row turns yellow and the column the cursor is placed in turns red, then click once and the page will change to the QA Inspection Form. In the Portal, the use will NOT have access to Re-Open the QA Inspection form, only to view it TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 19