It is essential to have a mechanism to track the Age of Jobs in an Organization based on Multiple Parameters. We have developed a module Job KPI in Odoo to have a KPI Report of Jobs with Dynamic Aging Analysis.
This module will help the organization to get the Age of a Job which lying under a particular Job status with Filters such as Responsible Employee, Location, Department, Period of Time etc.
This will reduce compilation of multiple documents from different source. Real time update of the aging analysis will help the Organisation to take immediate action and apply timely corrective measures
We have provided a view of the jobs according to their current status and the duration from which they have created. This job KPI aging analysis view is provided with a menu named “Engineers Dashboard”. We can locate this menu as Service -> Dashboard Analysis -> Engineers Dashboard.
When the logged in user clicks the Engineers Dashboard menu, it automatically loads the job details.
- If the logged in user is a Location Admin/Parts Controller, then the view will display full job details, irrespective of the assigned engineer.
- If the logged in user is not a Location Admin/Parts Controller. Then it loads only the job details in the the assigned engineer is the logged in user.
The engineer field in the dashboard view get set with the logged in user name and the location field with the work location of the logged in user. These engineer and location details are non-editable.
The user can enter values in the provided fields like Customer, Diagnosed by, Repaired by, Log Date From, Log Date To and Job No, so that the job details displayed conditionally. To get the expected result, after entering these fields, press refresh result.
In the Engineer Dashboard view resulted, the jobs are displayed in their state wise. The Activity names refers to the job state and the Column labels such as D<1, D1, D3,…. refers to the job aging or the Number of days for which, the job has been in the corresponding state.
- D<1 : Job is in the current state for less than one day.
- D1 : The job is in the current state for one day.
- D3: The job is in the current state for more than one day, but less than or equal to 3 days.
- D30: The job is in the current state for more than 30 days.
As in the above screenshot, each engineer dashboard table cell has a count followed by a button. The Count in the cell refers to the number of jobs in the state specified by the corresponding row header, for a number of days as specified with the table column header.
When we click on the button next to the job count, it is possible to see the tree view of job records under that criterion.
It is also possible to make these buttons invisible by checking a boolean field provided, Labelled as “Make Buttons Invisible”, in the Engineer Dashboard view.
It is possible to take the printout of this job aging report in Excel format. By pressing save button and then from the print dropdown button, click on the Engineer Dashboard Analysis(Excel) option.
The excel report for engineer dashboard analysis view, will look like the below screenshot.