Routines Report

The Routine Report is a functionality that allows you to analyze information related to the routines performed by operators. These reports provide data on routine plans, schedules and activity status.

Through this functionality, managers have access to an overview of the routines carried out, allowing a more detailed analysis of the performance and efficiency of operator teams, being able to view which routines were completed, not carried out or that remain in progress, identifying possible bottlenecks or areas that need improvements.

Furthermore, the Routine Report page offers the option of exporting data to different formats, adapting to the specific needs of each management, allowing managers to share the reports with other interested parties or use the data for advanced analysis.

This functionality offers managers a valuable tool to monitor the progress of routines, make informed decisions and optimize operational processes.

How to access and use

To access the Routine Management Checklists report, go to senior X Platform > Access and Security Management | Round X > Routine Management > Report > Routine Report.

Parameters

Run/Schedule

SelectTo execute if you want to issue a report on time andTo schedule if you want to schedule daily reporting at a defined time. A scheduled report is sent via platform notifications.

To use scheduled reports, see thenecessary settings.

Routine plans

Allows you to inform aroutine plan to filter the information for exporting the report.

Scheduling

Allows you to filter by the desired schedule for generating the routine report.

Operator

Allows you to filter by routine operator.

Status

Allows you to select between a routine status amongAll,Pending,In progress,Completed,Incomplete , Interrupted It isNot carried out.

Execution/Scheduling

Start date It isEnd date

Filter the dates required for the report according to start and end. Use the button in the form of a calendar icon to view and select dates.

Start time It isEnd time

Use the fields to filter the start and end times of the routines required for the report.

Export

Format

Allows you to select the report export format. The options are:PDF,CSV,HTML,XLSX, XML ,ODT It isRTF.

Shipping

Allows you to select the shipping type when exporting the report. The options are:Do not send,Attached e-mail It is Email link.

When selectingAttached e-mail or Email link, the fields will be displayedSubject,For,CC (with copy) and Bcc (with blind copy), to enter recipient data.

Available for (days)

Allows you to select the days on which the report will be available.

Report timezone

Allows you to enter the time zone related to the report to be exported. Currently, the system has the following options:Do not inform timezone,America/DeNoronha (GMT-2), America/Sao_Paulo (GMT-3) , America/Manaus (GMT-4) ,Brazil/Acre (GMT-5) It isDo not apply timezone.

Settings for scheduled reports

To use the schedule report functionality, thepermissions editing and viewing functions for the res://senior.com.br/platform/scheduler/job resource are required.

To delete created schedules, you must access the platform's scheduling screen, in the Technology > Customization > Scheduling menu. On this screen, locate the "Platform" item through the filter, and then look for the "Report" option. By expanding it, the created schedules can be viewed, edited and also deleted.