Widget Definitions

The table below lists the dashboard widgets available in Dynamic Scheduling. The Options column lists the available tabs for each widget; for more details of the settings on these tabs, refer to Configuring Widget Options.

You can set up access to one or more widgets on the WebAdmin > Permissions page. For more details refer to Permissions List in the Administrator Guide.

Widget Name

Description

Options

Appointments in Jeopardy

Displays a count of appointed outstanding jobs that have not yet been started, where the appointment end date is within the jeopardy range. By default this range is between 15 minutes ago and the current time. You can change this default on the Optimise Admin > Select World > Optimise Schedule Settings dialog. For more details refer to Optimise Schedule Settings in the Administrator Guide.

Appearance, Worlds, Work Item Attributes, Work Item Skills

Capacity vs Demand

Displays both capacity (resource availability) and demand (total duration of work times appointed) for appointment slots for the time period selected on the Forecasting tab. For more details on availability, refer to Rosters in the Administrator Guide.

Appearance, Forecasting, Worlds

Completed Jobs

Total completed jobs for the time period selected on the History tab.

Appearance, History, Worlds, Work Item Attributes, Work Item Skills

Expiring Skills By Job

Displays a count of upcoming jobs where one or more of the resource skills required for the job is about to expire.

Appearance, Forecasting, Worlds, Work Item Attributes, Resource Attributes, Work Item Skills, Resource Skills

Expiring Skills by Resource

Displays resources that have expired skills.

Appearance, Forecasting, Worlds, Work Item Attributes, Resource Attributes, Resource Skills

Group Reference Summary

Displays a count of jobs that are scheduled but not yet complete, along with committed and allocated counts, by job group reference.

Appearance, Forecasting, Worlds, Work Item Attributes, Work Item Skills

Indefinite Leave

Displays resources currently on indefinite leave.

Appearance, Worlds, Resource Attributes

Job Allocation by Preference Group

Displays a count of jobs that are scheduled but not yet complete jobs, allocated to one of their preferred resources, grouped by the preference group held at the link between job and resource.

Appearance, Worlds, Work Item Attributes, Work Item Filters

Job Grouping

Displays a count of outstanding jobs, grouped by one or more user-defined levels.

Appearance, Worlds, Groups, Work Item Attributes

Jobs in Jeopardy

Displays a count of outstanding jobs, scheduled to start today, that are within the jeopardy range for being overdue. By default this range is between 15 minutes ago and the current time. You can change this default on the Optimise Admin > Select World > Optimise Schedule Settings dialog. For more details refer to Optimise Schedule Settings in the Administrator Guide.

Appearance, Worlds, Work Item Attributes, Work Item Skills

Overdue Appointed Jobs

Displays a count of outstanding appointed jobs, grouped by one or more specified groups, that have not yet started but are appointed within the defined window.

Appearance, Worlds, Groups, Work Item Attributes, Work Item Skills

Overdue Jobs

Displays a count of outstanding jobs, grouped by one or more specified groups or group fields, that have not yet started, but have a due end within the defined window.

Appearance, Worlds, Groups, Work Item Attributes, Work Item Skills

Overlapping Jobs

Displays a selection of scheduled jobs that overlap with other scheduled jobs or with resource busy/loan time.

Appearance, Forecasting, Worlds, Work Item Attributes, Work Item Skills

Preferred Resource Job Allocation

Displays a count of outstanding jobs with preferred resources where the job is:

  • not yet allocated to any resource

  • allocated to one of the preferred resources

  • allocated, but not to any of the preferred resources

Appearance, Worlds, Work Item Attributes, Work Item Filters

Resource Capacity Utilisation

Displays resource capacity information based on availability, work and travel, for the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds, Resource Attributes, Resource Skills

Resources Below Minimum Value Count

Displays a count of resources that have a minimum value threshold set up with work allocated in the date range, but one or more days do not have the composite job value at or above the threshold required.

Appearance, Forecasting, Worlds, Resource Attributes

Resources Below Minimum Value Grid

Displays resources with a minimum value threshold set up that have work allocated in the date range, but one or more days do not have the composite job value at or above the threshold required.

Appearance, Forecasting, Worlds, Resource Attributes

Skill Demand

Displays resource availability for each skill against the demand for each skill for the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds, Work Item Attributes, Resource Attributes

Timeliness

Displays the amount of visits in different categories of lateness for the time period selected on the Forecasting tab, and also shows the number of unscheduled jobs.

Appearance, Forecasting, Worlds

Total Capacity Utilisation

Displays a representation of the resource capacity information across Not Utilised, Working Duration, Travel Duration and Unavailable Duration for the time period selected on the Forecasting tab. Not Utilised is defined by roster availability minus Unavailable Duration and duration of Jobs.

Appearance, Forecasting, Worlds, Resource Attributes, Resource Skills

Total Emergency Jobs

Displays a count of jobs flagged as emergency for the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds, Work Item Attributes, Work Item Skills

Total Jobs

Displays a count of scheduled and completed jobs for the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds, Work Item Attributes, Work Item Skills

Total Resources

Displays a count of the resources available to work during the time period selected on the Forecasting tab. These are resources that are not on indefinite leave, who either have a roster assignment to the defined world or worlds, or have availability or loan time allocated to the world(s).

Appearance, Forecasting, Worlds, Resource Attributes, Resource Skills

Travel Distance

Total travel distance in miles for jobs scheduled within the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds

Travel Time

Total travel time for jobs scheduled within the time period selected on the Forecasting tab.

Appearance, Forecasting, Worlds

Unallocated Jobs by Attribute Group

Displays a count of outstanding unallocated jobs by job attribute.

Appearance, Worlds, Work Item Attributes, Work Item Skills, Attribute Group, Work Item Filters

Unplanned Job Locations

Displays locations of unscheduled jobs in a map.

Appearance, Worlds, Work Item Attributes, Work Item Skills

Worker To Worker Constraint

Displays a count of concurrent jobs where the resource assigned to one job has been set up not to work with the resource assigned to the linked job.

Appearance, Worlds, Work Item Attributes, Resource Attributes

Component Version

Displays the Totalmobile database version, the Totalmobile DataMart database version, the integration service version, the sync service version and the web service version.

Appearance